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Fresh from the markets - our latest batch of financial insights released weekly.
This edition of Macro Trends explores the economic legacy of Brexit a decade after the UK's referendum, examining how the country's departure from the European Union has reshaped inflation, industrial production, migration, financial markets, and long-term growth prospects. The analysis compares the UK's post-Brexit performance with G7 and European peers, highlighting both the economic headwinds associated with higher trade frictions and labor market changes, alongside signs of resilience in medium-term growth forecasts and the evolving outlook for the British economy.
This edition of Macro Moves examines one of today's biggest investment questions: is U.S. exceptionalism fading? Through global equity performance, risk-adjusted returns, sector dynamics and historical market regimes, it explores how America's market leadership is changing, where international competition is strengthening, and what a more balanced global market could mean for investors.