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Independent.

Unfiltered.

Actionable.

BlackPoint provides macroeconomic and geopolitical intelligence for organisations that need a clear view, not a committee consensus. Fifteen years advising institutions on the forces shaping markets, states and economies.

BlackPoint Economics research report - UK economic exposure to Iran conflict and OECD growth downgrade 2026

RECENT INSIGHT

GEOPOLITICS & TRADE

The UK's Double Shock: An Outsized Hit from the Iran War

The OECD's March 2026 interim update delivers a stark verdict: no major economy faces a sharper growth downgrade or bigger inflation revision than the UK. Gas-linked electricity pricing, pre-existing fiscal drag, and a Bank of England caught in a stagflation trap make Britain the conflict's most exposed G7 economy.

Published 26 March 2026

HOW WE WORK

In a world of rapid change, independent macroeconomic and geopolitical understanding matters now more than ever.

Our analysis is independent - not shaped by consensus, not hedged for committee approval. We offer a direct view of where macro forces and geopolitical dynamics are heading, and what that means for commercial decisions, investment positioning, and strategic risk. 

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We don't produce generic reports. We produce analysis calibrated to your needs - the questions your board is asking, the scenarios your team needs to stress-test, the signal your competitors are missing.

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GLOBAL EXPERTISE

Global macro and geopolitics

The interaction between economics and politics is where most analysis breaks down. We treat it as the starting point. We provide macro and geopolitical intelligence across major economies and emerging markets - translating structural shifts in power, policy, and capital flows into strategic foresight for clients operating in complex global environments.

Financial services

Financial institutions need to anticipate regulatory and political change, not just respond to it. We advise banks, lenders, insurers, fintechs, payment providers on the political economy of regulation - helping clients build positioning that is resilient to the structural shifts already in motion, not just the headlines of today.

UK politics and policy

UK policy is increasingly shaped by forces that Westminster alone does not control. We help organisations understand how domestic political dynamics interact with international economic pressure, translating policy risk into practical strategic guidance - and bringing comparative context from engagement with policymakers beyond the UK.

LEADERSHIP

WHO WE ARE

BlackPoint was founded by Grant Hixon, a macroeconomist and geopolitical risk specialist with over 15 years' experience at the senior end of the field. Previously at Dun & Bradstreet, Oxford Economics, the EIU, Continuum Economics, and CRU, he has led forecasting, scenario design, and sovereign risk across advanced and emerging markets.

 

He has advised boards and senior leadership teams at some of the world's largest financial institutions and multinationals on strategy under uncertainty. He is a regular executive-level presenter and media commentator on macro and geopolitical risk.

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BlackPoint exists because the best analysis rarely survives the institutional process intact - hedged for committees, softened for consensus, stripped of the conclusion that actually matters. We work differently: independent, unfiltered, accountable only to your needs.

COVERAGE UNIVERSE

United Kingdom

GDP

Inflation

Monetary Policy

Bond Yields

Labour Market

Political Risk

Credit Conditions

Exchange Rates

Sectoral Analysis

United States

GDP

Inflation

Fed Policy

Labour Market

Treasury Yields

USD

Consumer Spending

Political Economy

Eurozone

GDP

Inflation

ECB Policy

Sovereign Risk

Energy Exposure

Political Fragmentation

Labour Market

Global Themes

Emerging Markets

Geopolitics

UK-EU Relations

Energy Security

Commodities

Political Risk

Trade & Supply Chains

GDP

Inflation

Monetary Policy

Governance Risk

Sovereign Debt

Capital Flows

Currency Risk

Commodity Dependence

BlackPoint tracks the macro and geopolitical forces that move markets, shape policy, and create commercial risk. Our coverage spans advanced economies and major emerging markets - with particular depth in the UK, Eurozone, and US - and is calibrated to the structural dynamics that institutional clients need to anticipate, not just react to.

The interaction between economics and politics is where most analysis breaks down. We treat it as the starting point.

BLACKPOINT ECONOMICS

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© 2026 BlackPoint Ltd. All rights reserved. Registered in England & Wales.

We work with financial institutions, corporates, and policy-focused organisations on a project or retained basis. Get in touch to discuss how we can help - no formal brief required.

 

Typical enquiries include: regular macroeconomic/geopolitical briefing notes, bespoke country or thematic research, sectoral analysis, board-level presentations on macro and geopolitical risk, and ongoing advisory relationships.

 

Use the form below or reach us directly at info@blkpoint.co.uk

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