Macro Trends: Shifting US Macro Dominance — Insights from Quant insight.
This week’s Macro Trends reviews the UK’s mixed backdrop: strong GDP and FTSE gains, but weaker jobs, higher inflation and steeper gilt yields, with the BoE signalling caution.
This edition of Macro Trends examines the global EV market, from China and EU leadership to shifting trade flows, Tesla’s sales pressure and rising battery costs reshaping automaker performance.
This week’s Macro Trends explores U.S. bilateral trade data, tariff impacts and the sharp slowdown at key U.S. ports, with the UK the only balanced trade partner.
This week’s Macro Trends breaks down the dollar’s steep YTD decline, its worst since the 1980s, driven by tariffs, debt fears and rate-cut bets, with support from GENIUS Act and Section 899 changes.

Rising Middle East tensions are rippling through global markets. This edition of Macro Trends tracks shifts in shipping, oil and equities with real-time data and clear analysis.