Insights

Trends, news, analysis and insight brought to you by our network of global experts.

Daniel Murray

Investment Insights • Macro 24 June 2025

Market reactions and economic implications of the Iran-Israel ceasefire agreement

Markets reacted cautiously to the Iran-Israel ceasefire announcement, which remains fragile due to ongoing uncertainty in the region. In this Macro Flash Note, Deputy CIO Daniel Murray provides an assessment of recent events.

Daniel Murray

2 min read

Investment Insights • Macro 12 June 2025

May CPI undershoots, but Fed caution remains

Widespread talk about the inflationary impact of tariffs is so far proving unfounded, confirmed by the relatively benign May US consumer price index (CPI) data, released on 11 June.

Daniel Murray

2 min read

Investment Insights • Macro 14 April 2025

Takeaways from Washington

Daniel Murray, Deputy CIO and Global Head of Research, and Stefan Gerlach, Chief Economist, recently attended a number of meetings in Washington DC to ascertain first-hand how the Trump administration’s profound changes to US trade and other economic policies are being viewed.

Daniel Murray

3 min read

Investment Insights • Macro 03 April 2025

Tariffs: worse than expected, uncertain outlook

President Trump’s latest tariff announcement has raised the risk of a global recession and could stoke a drawn-out phase of deglobalisation. In this note Deputy CIO Daniel Murray looks at the implications of the tariffs and the outlook.

Daniel Murray

Investment Insights • Macro 12 February 2025

US CPI data: unequivocally strong

The US consumer price index (CPI) data released on 12 February was unequivocally strong, further backing the Federal Reserve’s decision to remain on hold for the foreseeable future.

Daniel Murray

2 min read

Investment Insights • Macro 30 January 2025

FOMC meeting update

The Federal Open Market Committee (FOMC) meeting on 29 January predictably saw rates stay on hold while in the post-meeting press conference Chairman Powell signalled a data dependent approach to the future path of policy.

Daniel Murray

3 min read

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