Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

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)
Monthly Market Update

March Op-Ed - Accelerated monetary tightening pass-through
  • by Gilles Moëc , Chris Iggo
  • 29 March 2023 (10 min read)
Monthly Market Update

March Global Macro Monthly - Faith in the system
  • by AXA IM Investment Institute
  • 29 March 2023 (10 min read)
Macroeconomics

February Op-Ed - The end of the dovish pivot
  • by Gilles Moëc , Chris Iggo
  • 23 February 2023 (10 min read)
Macroeconomics

February Global Macro Monthly - Economic cross currents and central bank re-pricing
  • by AXA IM Investment Institute
  • 23 February 2023 (10 min read)
Monthly Market Update

January Op-Ed: It feels better, but central banks on the lookout
  • by Gilles Moëc , Chris Iggo
  • 25 January 2023 (7 min read)
Monthly Market Update

January Global Macro Monthly - 2023 starts on a more positive note
  • by AXA IM Investment Institute
  • 25 January 2023 (7 min read)