Merlea Macro Matters

Macro Matters July-August 2026

3 August

(Source: Merlea Macro Matters)Investing Through Global UpheavalThe world has entered a more unsettled phase. Geopolitical conflict, trade tensions, energy insecurity, rising defence spending, fiscal stress and political fragmentation are all...[Read More]

Macro Matters June-July 2026

30 June

(Source: Merlea Macro Matters)What Does a Fragmenting World Mean for Investors?The global economy continues to grow, but the way it operates is changing. Growth is expected to remain moderate, while international trade is becoming less...[Read More]

Macro Matters March-April 2026

20 March

(Source: Merlea Macro Matters) Global Markets Outlook — Volatility Rising: How Energy Shocks Are Reshaping Global Markets The Middle East conflict is the largest global energy shock in over a decade. Disruption to the Strait of Hormuz, which...[Read More]

Macro Matters December 2025

4 January

(Source: Merlea Macro Matters)Summary Global Markets Recap: 2025 in ReviewGlobal equity markets delivered strong gains in 2025 despite persistent macro headwinds. Developed markets posted double-digit returns, buoyed by resilient growth,...[Read More]

Macro Matters October-November 2025

10 October

(Source: Merlea Macro Matters) Summary Rate Cuts Begin as Inflation Eases, Dollar Slides, and Gold Surges  The global economy is entering a new phase. Inflation is cooling, central banks are pivoting, and markets are adjusting. On September 17,...[Read More]

Macro Matters September-October 2025

16 September

(Source: Merlea Macro Matters)SummaryGlobal Trade Realignment: The Fallout from U.S. TariffsAs we enter the final quarter of 2025, the global economy is showing mixed signals. Growth remains positive in many regions, but momentum is...[Read More]