MACRO News & Analysis

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America’s massive debts,...

The prospect of a trade war has overshadowed positive developments in Europe’s economic outlook. Shares in many sectors trade considerably below Fair...

Is it 'one and done' for the Bank of England or the start of a new tightening phase? The answer will have profound implications for stock and bond...