In our  Global Macro Report we identify and explore key macro themes which relate to the outlook for global financial markets & the global economy. These reports frequently examine the US, EU, China & the UK and less frequently analyse other major economies.

Report frequency: Monthly (average 8-10 reports per year)

Recent Global Macro Report publications:

  • 19th October 2016: "UK: Brexit, GB£ Weakness & Inflation"
  • 4th October 2016: "Does M1 Solve the Yield Curve Conundrum?"
  • 8th August 2016: "Building US Inflation Risks"
  • 15th July 2016: "China: How Much Have They Stimulated & How Much is Left?"
  • 27th June 2016: "UK Economy post BREXIT"
  • 1st June 2016: "US Consumer Spending Puzzle"
  • 13th May 2016: "US Economy - Part I: Regime Shift or Reflationary Bounce?"
  • 8th March 2016: "ZIRP, NIRP & QE - Europe's Experience"
  • 23rd February 2016: "UK Housing, Wealth & Leverage Cycles"