UK inflation is projected to increase to 2.9% in July, up from 2.6% in June, driven…
Category: Economy
Macroeconomic analysis of growth, inflation, employment, credit and monetary policy across the major economies. We follow the data releases that shape the rate path and the business cycle, and put each print in the context of the ones before it. The aim is a working picture of the macro regime an investor is allocating into.
US-Japan Yen Intervention Fails to Stabilize Currency Market
The recent joint intervention by the U.S. and Japan to support the yen has not significantly…
UBS and Tudor Jones Boost Bitcoin ETF Stakes in Q2 2026
Swiss banking giant UBS significantly increased its exposure to Bitcoin through BlackRock's iShares Bitcoin Trust (IBIT)…
MSCI’s New Proposal Could Exclude Bitcoin Holding Firms
MSCI has proposed new rules that could lead to the exclusion of bitcoin holding companies, including…
Wall Street Mixed as Retail Sales Data and Tensions Weigh
Wall Street's main indexes opened mixed on Friday, August 14, as investors evaluated retail sales data…
BP Partners with UAE, Qatar to Develop Venezuela Gasfield
BP has secured a license to develop the offshore Loran gasfield in Venezuela, marking its return…
Swiss Economy Grows 1.5% in Q2, Driven by Pharma Sector
The Swiss economy grew by 1.5% in the second quarter of 2026, according to a preliminary…
UK’s Jackdaw and Rosebank Projects Could Boost Energy Supply
The UK government is considering two major oil and gas projects, Jackdaw and Rosebank, which could…
Romania’s GDP Unchanged in Q2, Industrial Output Falls 4.6%
Romania's Gross Domestic Product (GDP) remained unchanged in the second quarter of 2026 compared to the…
Ukrainian Drone Strikes Hit Major Russian Oil Facilities
Ukrainian drone strikes targeted key Russian oil facilities this week, causing significant damage and sparking fires.…