Specialist expertise
At Macquarie, we strive to uncover opportunities – disrupting our own thinking and challenging our clients to look at the world through a different lens.
We empower our people to think differently and leverage our specialist knowledge to provide thought leadership and macro views across economics, commodities and FX markets.
Strong economics coverage with a focus on global, China, the US and Australia
Desk strategists based in: Sydney, Hong Kong, Toronto
Market leading coverage on Oil, Gas, Metals and Bulks, leveraging our deep physical trading expertise
Desk strategists based in: Beijing, Shanghai, London, Houston and Singapore
Deep expertise across G10 currencies and emerging markets
Desk strategists based in: Hong Kong, Singapore, London, New York
In this episode, our host Alyssa McMahon from Macquarie’s Corporate Affairs team is joined by David Doyle, Macquarie’s Head of Economics. David and Alyssa discuss the slowdown in global economic growth, focussing on the US, where the Federal Reserve is working to bring down surging inflation without sending the world’s largest economy into recession. As well as exploring US consumer sentiment and changing spending patterns, they look at where the housing and labour markets are headed and what an economic slowdown might mean for the energy transition.
Over the past couple of years, the global economy has experienced one of the most unusual periods in recorded history. While major central banks have now responded with the largest and fastest increase in policy interest rates seen in decades, monetary policy works in long and variable lags, and, as Ric Deverell, Macquarie's Chief Economist and Head of Net Zero, explains, the full impact of monetary tightening on the global economy is still yet to be felt.
Our latest global economic outlook looks at how COVID-19 has shaped the global economy.
Our commodities strategists discuss the performance of aggregate commodity prices and the subsector dispersion.
Our FX and Rates strategists forecast major currency movements and analyse FX performance so far this year.
Interested in our articles but not a Macquarie client?
