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Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
January Op-Ed - Cuts are coming – but the market needs to be more patient
- by Gilles Moëc, Chris Iggo
- 24 January 2024 (7 min read)
January Global Macro Monthly - The great election year
- by David Page, François Cabau,
- 24 January 2024 (7 min read)
October OpEd - Bond pressure
- by Gilles Moëc, Chris Iggo
- 25 October 2023 (10 min read)
October Global Macro Monthly -Geopolitics and yield add to macro uncertainty
- by
- 25 October 2023 (10 min read)
September Op-Ed - In for the long haul
- by Gilles Moëc, Chris Iggo
- 27 September 2023 (10 min read)
September Global Macro Monthly - Where we are in the cycle – and the supercycle
- by
- 27 September 2023 (10 min read)
July Global Macro Monthly - Ahead after the first half…
- by
- 26 July 2023 (7 min read)
July Op-Ed - Of landings, soft and hard
- by Gilles Moëc, Chris Iggo
- 26 July 2023 (5 min read)
May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing
- by
- 24 May 2023 (7 min read)
May Op-Ed - Peak in sight… but it’s a twin peak
- by Gilles Moëc, Chris Iggo
- 24 May 2023 (5 min read)
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.