Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

September Global Macro Monthly - Summer passes, winter’s coming

  • by AXA IM Investment Institute
  • 28 September 2022 (7 min read)
Monthly Market Update

July Op-Ed - Signs of recession accumulating, but is it fully in the price?

  • by Gilles Moëc, Chris Iggo
  • 27 July 2022 (7 min read)
Monthly Market Update

July Global Macro Monthly - Temperature keeps on rising for central banks

  • by AXA IM Investment Institute
  • 27 July 2022 (10 min read)
Monthly Market Update

June Global Macro Monthly - A summer of discontent

  • by AXA IM Investment Institute
  • 29 June 2022 (10 min read)
Monthly Market Update

June Op-Ed - Stories for the summer

  • by Gilles Moëc, Chris Iggo
  • 29 June 2022 (5 min read)
Monthly Market Update

May Op-Ed - Peak hawkishness reached? Give it a bit more time

  • by Gilles Moëc
  • 24 May 2022 (7 min read)
Monthly Market Update

April Op-Ed - Sweet spot for the hawks

  • by Chris Iggo, Gilles Moëc
  • 27 April 2022 (7 min read)
Monthly Market Update

March Op-Ed - It's starting to show

  • by Chris Iggo, Gilles Moëc
  • 30 March 2022 (7 min read)
Monthly Market Update

March Global Macro Monthly - After the first month

  • by AXA Investment Managers
  • 30 March 2022 (7 min read)
Monthly Market Update

February Op-Ed - Low visibility flying

  • by Gilles Moëc, Chris Iggo
  • 23 February 2022 (10 min read)