Global Macro Analysis

Economic outlook for the US - Q3 2024

Has this month's FOMC meeting seen the Fed make a mistake with monetary policy?

This month's FOMC meeting saw the Fed reduce the number of interest rate cuts expected this year from three to just one. We believe this to be a mistake and that additional cuts will be needed before year-end if the Fed is to move ahead of the policy curve.

Economic outlook for the UK - Q2 2024

How global elections will affect investment opportunities