Global manufacturing appears to be roaring ahead. Global PMI[i] reached 56 in May, its highest..

Macro Strategies, Chart of the Week

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