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US Macro Monitor: November 2026
Our monthly read on rates, the dollar and growth across the US economy.
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Research, commentary and announcements
Analysis from our economists, strategists and sector teams.
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US Macro Monitor: November 2026
The Federal Reserve and the bond market are telling different stories. Our economists set out where policy rates are heading, what that means for borrowing costs, and where the dollar looks mispriced going into the first quarter.
This edition also covers the outlook for Treasury issuance and the effect of the new tariffs on trade flows.
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From across the group
Personal finance
What a fixed rate really costs you
A fixed rate removes uncertainty but usually starts above an adjustable one. We run the numbers.
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Sustainability
Financing the grid, not just the generation
Why transmission is now the binding constraint on American renewable energy.
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Trade
What the new tariffs mean for importers
A practical read on the revised tariff schedule and the arithmetic on letters of credit.
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Wealth
The withdrawal decision nobody models properly
Most retirement planning stops at the lump sum. The harder question is what you can safely take out.
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Announcement
HBI reports FY2026 net income up 13.1%
Group results for the year to September 30, 2026, with return on equity at 17.8%.
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