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Le Déluge: The French pensions problem
17 October 2025
We explore the structural challenges facing the French government.
Le Déluge: The centre cannot hold
10 October 2025
Another month, another failed French government. President Macron’s centrist experiment appears to be reaching an end.
US exceptionalism: at a crossroads - video
26 September 2025
US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.
Archive
Le déluge - France remains on a downward path
29 August 2025
French Prime Minister François Bayrou has called a confidence vote for 8 September 2025. Gareth Colesmith, Insight’s Head of Global Macro Research, considers the implications for investors.
Fiscal fault lines: A global review of sovereign fiscal health
27 August 2025
We provide a comprehensive assessment of fiscal sustainability across developed and emerging markets.
Global macro research: Global trade in chains - tariff revenues
13 August 2025
U.S. tariff hikes are generating record revenues—now $29 billion monthly—and are projected to offset part of the fiscal burden from new spending, though not enough to reverse the country’s unsustainable debt trajectory.
Dollar dominance: holding on in a fragmenting world
10 July 2025
The US dollar remains the strongest candidate for global reserve currency status, but its dominance is no longer absolute.
Global Macro Research: State of the world
25 June 2025
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.