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.

Macroeconomics

Pesky Data

  • by Gilles Moëc
  • 19 February 2024 (10 min read)
Viewpoint Chief Economist

Zoom on the Boom

  • by Gilles Moëc
  • 12 February 2024 (10 min read)
Macroeconomics

Deferred Confidence

  • by Gilles Moëc
  • 05 February 2024 (10 min read)

Macroeconomic Research

Read our latest views on global macroeconomic events and find out what they mean for investors.

Macroeconomic Research

2024’s elections around the world: The who’s who and the so what…

  • by Irina Topa-Serry , Luis Lopez-Vivas , Claire Dissaux , Hugo Le Damany , François Cabau , David Page
  • 23 January 2024 (7 min read)
Macroeconomic Research

The key drivers of 10-year US Treasury yields

  • by David Page
  • 18 January 2024 (7 min read)
Macroeconomic Research

Can Europe make it through another winter? An update on Europe’s gas crisis and a case study on Germany 

  • by Hugo Le Damany
  • 19 October 2023 (10 min read)

Weekly Market Update

Take Two: the world of finance in two minutes.

Weekly Market Update

Take Two: US inflation eases; Japan falls into recession

  • by AXA Investment Managers
  • 19 February 2024 (3 min read)
Weekly Market Update

Take Two: OECD raises global growth forecast; S&P 500 hits 5,000

  • by AXA Investment Managers
  • 12 February 2024 (3 min read)
Weekly Market Update

Take Two: Doubt over early rate cuts; China meets 2023 growth target

  • by AXA Investment Managers
  • 22 January 2024 (3 min read)

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

January Op-Ed - Cuts are coming – but the market needs to be more patient

  • by Gilles Moëc , Chris Iggo
  • 24 January 2024 (7 min read)
Monthly Market Update

January Global Macro Monthly - The great election year

  • by David Page , François Cabau , Hugo Le Damany , Yingrui Wang , Irina Topa-Serry , Luis Lopez-Vivas
  • 24 January 2024 (7 min read)
Monthly Market Update

October OpEd - Bond pressure

  • by Gilles Moëc , Chris Iggo
  • 25 October 2023 (10 min read)

Annual Outlook

We analyse the trends and topics which we believe will shape the coming years.

Market Alerts

The latest issues driving global markets.

Market Alerts

Inflation Review: The "greedy beast" of inflation is still breathing, in particular in services

  • by François Cabau , Hugo Le Damany
  • 02 February 2024 (5 min read)
Market Alerts

Eurozone Q4 GDP: Flat print with weak details, supporting earlier rather later rate cuts

  • by François Cabau , Hugo Le Damany
  • 30 January 2024 (5 min read)
Market Alerts

ECB Preview: Early rate cut pushback in an interim meeting

  • by François Cabau , Hugo Le Damany
  • 22 January 2024 (3 min read)

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