
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.
Brazil: Lula 3.0 – Good news for climate and biodiversity?
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- 24 April 2023 (5 min read)
Bank of Japan policy update: A question of when, not if
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- 11 April 2023 (7 min read)
Weekly Market Update
Take Two: the world of finance in two minutes.
Take Two: US inflation falls; Japan’s economy contracts
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- 20 November 2023 (3 min read)
Take Two: Eurozone inflation falls sharply; Fed keeps interest rates unchanged
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- 06 November 2023 (3 min read)
Take Two: Middle East conflict risks inflation spike; China growth beats expectations
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- 23 October 2023 (3 min read)
Monthly Market Update
Our experts examine markets and the latest macroeconomic trends.
September Global Macro Monthly - Where we are in the cycle – and the supercycle
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- 27 September 2023 (10 min read)
Annual Outlook
We analyse the trends and topics which we believe will shape the coming years.
Pensions investment outlook 2023: New realities, big decisions
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- 01 December 2022 (5 min read)
Investment Outlook – Positive but tempered return expectations
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- 01 December 2022 (7 min read)
Market Alerts
The latest issues driving global markets.
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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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