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Asia’s macro backdrop is becoming more challenging, but not uniformly so. This points to a more selective investment approach.
1. Source: Federal Reserve Bank of New York; data as of July 17, 2026. 2. Source: Federal Reserve Bank of St. Louis; data as of May 31, 2026. 3. Source: Bureau of Labor Statistics; data as of July...
Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?
Markets appear to have lost faith in the Fed’s desire to fight inflation. Globally, inflation remains above target but there is no clear trend. However, cyclical forces could push it higher over th...
[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...
Which macroeconomic trends do we think matter the most? Read through the investment implications in this month’s issue of Macro Matters.
Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
Explore how resilient fundamentals, strong equity demand, and targeted sector bets kept ETF investors on course despite macro headwinds.
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