Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Macroeconomics

May Op-Ed - Peak in sight… but it’s a twin peak

  • by Gilles Moëc , Chris Iggo
  • 24 May 2023 (5 min read)
Monthly Market Update

April Op-Ed - Patchy disinflation will trigger policy divergence

  • by Gilles Moëc , Gregory Venizelos
  • 26 April 2023 (5 min read)
Monthly Market Update

April Global Macro Monthly - Central banks gauge lagged effects

  • by AXA IM Investment Institute
  • 26 April 2023 (7 min read)
Monthly Market Update

March Global Macro Monthly - Faith in the system

  • by AXA IM Investment Institute
  • 29 March 2023 (10 min read)
Monthly Market Update

March Op-Ed - Accelerated monetary tightening pass-through

  • by Gilles Moëc , Chris Iggo
  • 29 March 2023 (10 min read)
Macroeconomics

February Op-Ed - The end of the dovish pivot

  • by Gilles Moëc , Chris Iggo
  • 23 February 2023 (10 min read)
Macroeconomics

February Global Macro Monthly - Economic cross currents and central bank re-pricing

  • by AXA IM Investment Institute
  • 23 February 2023 (10 min read)
Monthly Market Update

January Op-Ed: It feels better, but central banks on the lookout

  • by Gilles Moëc , Chris Iggo
  • 25 January 2023 (7 min read)
Monthly Market Update

January Global Macro Monthly - 2023 starts on a more positive note

  • by AXA IM Investment Institute
  • 25 January 2023 (7 min read)