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    Get your daily round-up of markets, macroeconomic trends, and global shifts through the Daily Macro Lens.

    • Chinese and EU Equities in Lockstep

      August 21, 2025

      For our chart of the day, we analyse the reasons behind the recent gains in Chinese and EU equities amid an increase in their correlation to decadal highs.

    • Mapping Financial Conditions in the US and Eurozone

      August 20, 2025

      For our chart of the day, we compare financial stress indices of the US and the Eurozone since the early-2000s.

    • Factors are in Place for a Euro Rally

      August 19, 2025

      For our chart of the day, we analyse the narrowing of EU-US yield differentials and what that means for EUR/USD trends going forward.

    • All Eyes on Jackson Hole This Week

      August 18, 2025

      For our chart of the day, we discuss our expectations for the Jackson Hole Symposium later this week, amid the recent weakening of certain key US macro indicators.

    • The Fed is Set for 2 Cuts in 2025

      August 14, 2025

      For our chart of the day, we analyse the July CPI inflation print in the US and what that means for Fed actions going forward.

    Contributor

     

    Gareth Nicholson

    CIO and Head Discretionary Portfolio Management

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