Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

October Global Macro Monthly -Geopolitics and yield add to macro uncertainty

  • by AXA Investment Managers
  • 25 October 2023 (10 min read)
Monthly Market Update

September Op-Ed - In for the long haul

  • by Gilles Moëc, Chris Iggo
  • 27 September 2023 (10 min read)
Monthly Market Update

September Global Macro Monthly - Where we are in the cycle – and the supercycle

  • by AXA IM Investment Institute
  • 27 September 2023 (10 min read)
Monthly Market Update

July Global Macro Monthly - Ahead after the first half…

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

July Op-Ed - Of landings, soft and hard

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

June Op-Ed - Looking beyond the immediate challenges

  • by Gilles Moëc, Chris Iggo
  • 28 June 2023 (10 min read)
Monthly Market Update

June Global Macro Monthly - A skip and a hop(e)

  • by AXA IM Investment Institute
  • 28 June 2023 (7 min read)
Monthly Market Update

May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing

  • by AXA IM Investment Institute
  • 24 May 2023 (7 min read)
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 Global Macro Monthly - Central banks gauge lagged effects

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

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