Global Macro Playbook

Mar

18

BofA Survey Reveals Record Drop in Investor Exposure to US Equities

1 min read

Mar

18

Japan's Land Prices Surge at Fastest Rate in 34 Years, Driven by Tourism and Economic Growth

1 min read

Mar

18

OECD: Trump's Tariffs to Stunt North American Growth and Fuel Inflation

2 min read

Mar

18

NRF CEO: Consumers Hitting Pause, Choosing Savings Over Spending

2 min read

Mar

18

Reeves Defends Fiscal Conservatism as UK Growth Slows

3 min read

Mar

17

Krugman Warns Tariffs Risk Destabilizing Inflation Expectations

2 min read

Mar

17

"Security Premium" is Inflating Commodity Prices Beyond Tariffs

3 min read

Mar

17

Aluminum Squeeze: Tariffs and Power Constraints Threaten US Supply

2 min read

Mar

14

Markets Weekly: Europe's Moment?

4 min read

Mar

14

BOJ Expected to Hold Rates Steady, Weigh Risks of Trump's Trade War

2 min read