We believe global growth in 2021 looks strong, powered in large part by COVID-19 vaccine..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..

Macro Strategies, Sovereign Research, Election, Geopolitics

As the global recovery kicks into gear, there are signs of shortages and delays causing pricing..

Macro Strategies, Commodities, Reflation

We have witnessed central banks implement, reduce and exit quantitative easing (QE) programs to..

Macro Strategies, Sovereign Research, Central Banks

Uneven COVID-19 vaccination rates around the globe have led to diverging growth expectations for..

Macro Strategies, Market Outlook

Real rates in the United States have moved sharply higher since the beginning of 2021. The move has..

Macro Strategies, Sovereign Research, Emerging Markets