Investment
Institute
Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
Macroeconomics
Brazil: Lula 3.0 – Good news for climate and biodiversity?
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- 24 April 2023 (5 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Weekly Market Update
Take Two: Inflation eases in US and China, UK hikes rates again
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- 15 May 2023 (3 min read)
Weekly Market Update
Take Two: Fed and ECB hike rates; IMF raises growth forecasts for Asia and Pacific
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- 08 May 2023 (5 min read)
Weekly Market Update
Take Two: US economic growth slows, Bank of Japan announces policy review
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- 02 May 2023 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
Monthly Market Update
April Op-Ed - Patchy disinflation will trigger policy divergence
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- 26 April 2023 (5 min read)
Monthly Market Update
April Global Macro Monthly - Central banks gauge lagged effects
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- 26 April 2023 (7 min read)
Monthly Market Update
March Op-Ed - Accelerated monetary tightening pass-through
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- 29 March 2023 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Annual Outlook
Investment Outlook – Positive but tempered return expectations
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- 01 December 2022 (7 min read)