Daily-Wrap

Macro Update:Global growth remains resilient yet uneven, currently challenged by Middle East volatility and sticky inflation. While the US and India lead, the Eurozone lags. Central banks maintain a hawkish stance as geopolitical risks and AI-driven transitions define this fragile equilibrium.

Macro Update:Global growth is resilient at 3.3%, but geopolitical conflict in the Middle East is driving energy volatility and sticky inflation. While AI investment fuels US and Indian expansion, high interest rates and structural deficits persist, forcing central banks to delay expected cuts amid …

Macro Update:The global economy faces afragile recoverywith 2026 growth projected at3.3%. While inflation is gradually easing, growth remains uneven due togeopolitical conflicts, structural slowdowns in China, and high interest rates. Emerging markets likeIndialead expansion, while advanced economies grapple with fiscal pressures and shifting trade …

Macro Update:The UK economy is currently stalling, with GDP growth downgraded to 0.7% amid fallout from the Iran war. While inflation holds at 3%, rising energy costs threaten new spikes. Meanwhile, unemployment has hit a five-year high of 5.2%, and high taxes continue to …

Macro Update:The UK economy faces a "low-growth, high-risk" phase in March 2026 as Middle East tensions drive inflation toward 3.5%. With GDP stalled and retail sales plunging at pandemic-era speeds, the Bank of England has held interest rates at 3.75%. While manufacturing shows slight …

Macro Update:The UK economy faces a complex outlook in March 2026 as the Bank of England holds interest rates at 3.75%. While GDP growth is forecast at 1.1%, a Middle East energy shock has kept inflation at 3%, delaying expected rate cuts. Meanwhile, unemployment …

Macro Update:The UK economy is hitting a six-month low, with March GDP growth slowing to 1.1% amid rising Middle East tensions. While the Bank of England held rates at 3.75%, surging oil prices above $100 threaten new inflation. Manufacturing has stalled, and unemployment remains …