Discover why gold has outperformed traditional assets in 2025. Macro Trends unpacks the forces behind its surge and shifting global investment dynamics.
This edition of Macro Trends explores the outlook for the Mexican Peso and Brazilian Real against the backdrop of a weakening US dollar, Fed easing, and shifting local dynamics.
In this edition of Macro Trends: France faces rising political and economic risks as government instability, deficits and weak growth push bond yields higher and weigh on equities.
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.
