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Macroeconomics
Read our latest views on global macroeconomic events.
Viewpoint Chief Economist
Gilles Moëc, Chief Economist, gives his latest insights on global macroeconomic trends.
Macroeconomic Research
Read our latest views on global macroeconomic events and find out what they mean for investors.
India’s economy: A compelling growth and investment story but challenges remain
- by
- 11 June 2024 (10 min read)
Eurozone corporate profits outlook: How they could influence the ECB
- by
- 31 May 2024 (10 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Take Two: US inflation eases; France to begin new parliamentary session
- by
- 12 July 2024 (3 min read)
Take Two: US GDP revised up; Canada inflation unexpectedly rises
- by
- 01 July 2024 (3 min read)
Take Two: BoE holds interest rates as inflation falls to target; Japan exports rise
- by
- 24 June 2024 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
July Monthly Investment Strategy - One crazy summer
- by David Page, ,
- 24 July 2024 (10 min read)
July Op-Ed - Reconvergence
- by Chris Iggo, Gilles Moëc
- 24 July 2024 (10 min read)
June Monthly Investment Strategy - The times they are a-changin’
- by David Page, ,
- 26 June 2024 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Long term rates and debt evolutions, both in the US and in Europe
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- 30 November 2023 (7 min read)
China Outlook – Short-term reprieve, long-term challenges
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- 30 November 2023 (5 min read)
Market Alerts
The latest issues driving global markets.
UK reaction: Tentative signs things are moving in the right direction
- by
- 11 June 2024 (3 min read)
US reaction: FOMC still sees three cuts as inflation outlook not really changed
- by David Page
- 21 March 2024 (3 min read)
Disclaimer
This website is published by AXA Investment Managers Australia Ltd (ABN 47 107 346 841 AFSL 273320) (“AXA IM Australia”) and is intended only for professional investors, sophisticated investors and wholesale clients as defined in the Corporations Act 2001 (Cth).
This publication is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments, nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.
Market commentary on the website has been prepared for general informational purposes by the authors, who are part of AXA Investment Managers. This market commentary reflects the views of the authors, and statements in it may differ from the views of others in AXA Investment Managers.
Due to its simplification, this publication is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this publication is provided based on our state of knowledge at the time of creation of this publication. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
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