Global Macro Analysis

The latest financial, market & economic analysis

Japan outlook Q2 2025

Bank of Japan pauses rate hike amid rising trade tensions

17 Apr 2025, 09:38

Europe outlook Q2 2025

EU policymakers face pressure to stimulate a slowing economy

17 Apr 2025, 08:58

Trade War Effects on Jordan’s Economy & Market Outlook

The economic chess game that never ends

30 Jan 2025, 08:58

US outlook Q1 2025

The Federal Reserve’s cautious expected rate cuts, rising inflation risks, and Trump’s trade policies shape a complex economic outlook for 2025.

22 Jan 2025, 11:33

UK bond market turmoil tests Rachel Reeves’ economic agenda

UK Chancellor Rachel Reeves faces mounting economic pressures as surging bond yields, a weakening pound, and limited fiscal flexibility test her government’s ability to balance growth, stability, and fiscal discipline.

10 Jan 2025, 07:54

Japan’s economic outlook for Q4 2024

The BOJ may hike rates in Q4, but political changes could push it to December

7 Oct 2024, 12:23

Q4 Commodities outlook: shaped by policies, supply, geopolitics, and weather

Gold, oil, and agricultural staples like cotton, coffee, and cocoa experience price swings due to central bank policies, supply imbalances, and severe weather, with more volatility expected in Q4

7 Oct 2024, 07:59

Gold Price Outlook for Q3: Key Drivers & Forecasts

Can gold return to record levels in Q3?

24 Jul 2024, 12:31

Will the Fed signal an impending policy change at this year's Jackson Hole Symposium?

As Powell's latest Monetary Policy Testimony alludes for the first time to concerns on the FOMC about the dangers of keeping monetary policy tight for too long, is this a signal that he is preparing to use this year's Symposium as on opportunity to put the market on notice for a first interest rate cut?

10 Jul 2024, 12:32

How could the UK general election impact the markets?

The upcoming July 4 elections in the UK, which could end a 14-year Conservative rule, are expected to influence the markets

3 Jul 2024, 07:12