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Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
January Global Macro Monthly - The great election year
- by David Page, François Cabau,
- 24 January 2024 (7 min read)
January Op-Ed - Cuts are coming – but the market needs to be more patient
- by
- 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)
June Op-Ed - Looking beyond the immediate challenges
- by Gilles Moëc, Chris Iggo
- 28 June 2023 (10 min read)