United States
Global macro research hub
Category Economics
Global Macro Research: State of the world
June 25, 2025
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.
Global Macro Research: Trade Wars 2025
June 04, 2025
Tariff uncertainty has created considerable market volatility, but impact on growth remains unclear. We take a look at what my lie ahead.
Global Macro Research: What a tripolar world means for Europe
June 04, 2025
We ask Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times to give his thoughts on the global outlook
Global Macro Research: Global trade in chains part 4
May 20, 2025
Deals with the UK and China suggest the US is beginning to de-escalate its trade war – but tariffs are still likely to have a meaningful impact on growth and inflation.
