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Global Macro Report

In depth reports that analyse key macro themes & the global economic cycle.

In our Global Macro Reports we examine the cyclical economic outlook for various key economies and regions. These reports frequently examine the US, EU, China & the UK and less frequently analyse other major economies.

Report frequency: Monthly (average 8-10 reports per year)

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Recent Global Macro Report publications:

  • 24th October 2017: "UK House Price Outlook: As Soft as it Seems?"
  • 22nd August 2017: "The UK Income Squeeze: How Long Will it Last? a.k.a. What’s going on with the savings rate?''
  • 12th May 2017: "Chinese Liquidity Tightening, a.k.a. How Tight is too Tight?"
  • 14th March 2017: "UK Consumption Weakness – Why it’s Temporary?"
  • 9th February 2017: "Mapping the US Inflation Outlook "
  • 19th October 2016: "UK: Brexit, GB£ Weakness & Inflation"
  • 4th October 2016: "Does M1 Solve the Yield Curve Conundrum?"
  • 8th August 2016: "Building US Inflation Risks"
  • 15th July 2016: "China: How Much Have They Stimulated & How Much is Left?"
  • 27th June 2016: "UK Economy post BREXIT"
  • 1st June 2016: "US Consumer Spending Puzzle"
  • 13th May 2016: "US Economy - Part I: Regime Shift or Reflationary Bounce?"
  • 8th March 2016: "ZIRP, NIRP & QE - Europe's Experience"
  • 23rd February 2016: "UK Housing, Wealth & Leverage Cycles"