Stock market display in the city
Stock market display in the city

Specialist expertise

Market insights

Market-leading macro views

At Macquarie, we strive to uncover opportunities – disrupting our own thinking and challenging our clients to look at the world through a different lens.

Our global team of experts deliver essential market insights and thought leadership across economics, commodities, FX and interest rate markets.

Our coverage

Economics

Strong economics coverage with a focus on global, China, the US and Australia

Economists based in: Sydney, Hong Kong, Toronto

Commodities

Market-leading coverage on Oil, Gas, Emissions, Metals and Bulks, leveraging our deep physical trading expertise

Desk strategists based in: Shanghai, London, Houston, Singapore and Gurugram

FX and Rates

Deep expertise across G10 currencies and emerging markets

Desk strategists based in: Singapore and New York

2026 Global Economic and Market Outlook

In his end of year economic outlook, Ric Deverell, Macquarie's Chief Economist, suggests that, with the initial shock of the "Liberation Day" tariffs fading, macro policy turning more accommodative, and global industrial production recovering, global growth will speed up a bit next year.

What’s next for base metals markets?

With over 40 years in global metals markets, our strategists deliver leading fundamental and technical analysis of base metals. In 2025, amid heightened uncertainty over the macro- and micro-level impacts of US tariffs and other countries’ responses to US trade policy, our experts examine the fundamental outlook across base metals, including detailed supply analysis and updated assessments of energy transition and automation trends driving long-term demand growth.

Our insights and market commentary, exclusive for Macquarie clients 

Our regular publications offer clients quarterly market outlooks, as well as regular analysis of copper, nickel, aluminum, lead, tin, gold, silver, platinum group metals, oil, gas, emissions, foreign exchange, and rates.

Global economic outlook

Commodities Compendium

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Macquarie Insights

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