Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

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)
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

May Global Macro Monthly - Summertime ... and the (debt) ceiling is nearing
  • by AXA IM Investment Institute
  • 24 May 2023 (7 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)