Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

March Global Macro Monthly - Inflation divergence to drive monetary tensions

  • by David Page, François Cabau, and others
  • 27 March 2024 (7 min read)
Monthly Market Update

March Op-Ed - Direction of travel confirmed

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

February Op-Ed - Exploring Exuberance

  • by Gilles Moëc, Chris Iggo
  • 28 February 2024 (10 min read)
Monthly Market Update

February Global Macro Monthly - Policy Rules and Monetary Tools

  • by David Page, François Cabau, and others
  • 28 February 2024 (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

September Op-Ed - In for the long haul

  • by Gilles Moëc, Chris Iggo
  • 27 September 2023 (10 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)
Macroeconomics

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

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

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