Explore how the February 2026 Strait of Hormuz closure affected 10 APAC economies, with hidden costs emerging in producer prices, currencies and public finances despite resilient headline growth.
Michael Kramer examines why easing financial conditions and persistent inflation could strengthen the case for a Federal Reserve rate hike on September 16.
This week’s Macro Charts tracks the latest signals on industrial activity, consumer demand, business sentiment and monetary policy across major economies. The edition covers Japan’s industrial prod...
This week’s Macro Charts focuses on the data shaping expectations for global growth, inflation, and the path of interest rates. The edition covers the ECB rate decision, U.S. CPI and consumer expec...
Explore the structural forces behind the K-shaped U.S. economy. This edition of Macro Trends examines the growing divide across income and wealth groups through data on real wages, productivity, co...
Explore the data behind the September effect—from nearly a century of S&P 500 returns and more than 20 measures of performance and risk to historical sample tests and comparisons across global equi...
This week’s Macro Charts tracks economic activity, inflation, trade, credit, and external finances across developed and emerging markets. The edition covers Poland GDP, Thailand’s Leading Economic...
Explore Australia’s economic outlook, slowing productivity and investment potential as Martin Lakos asks: Is Australia still “the lucky country”?
This week’s Macro Charts tracks the data shaping the outlook for growth, inflation, consumer confidence, trade, and labour markets across major economies. This edition covers U.S. GDP and consumer...
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