Macro
Inflation, GDP, employment, sovereign debt and monetary policy.
MacroFed Navigates Policy Constraints as Core Services Inflation Resists Disinflationary Trend
Renewed volatility in labor-intensive sectors poses a challenge to the FOMC's narrative of a soft landing, pressuring Jerome Powell to maintain a restrictive stance despite cooling headline CPI figures.
By Marcus Thorne • 6 min read
MacroChina Deflationary Pressures Trigger Global Macro Shift as Producer Prices Slide
Renewed volatility in Chinese consumer and producer price indices is forcing institutional investors to recalibrate global inflation forecasts and reconsider the export of disinflationary pressure to Western economies.
By Marcus Sterling-Vance • 6 min read
MacroIndia’s Structural Growth Premium Widens as Emerging Market Peers Face Cyclical Headwinds
A divergence in institutional capital flows and manufacturing output signals a decoupling of India’s economic trajectory from the broader EM basket, supported by robust fiscal discipline and infrastructure spend.
By Marcus Thorne-Vaughan • 6 min read
MacroUK Fiscal Framework Faces Rigorous Gilt Market Scrutiny Amid Heightened Borrowing Requirements
Sterling assets encounter renewed volatility as investors parse the Treasury’s medium-term financing strategy against a backdrop of persistent inflationary pressures and structural deficits.
By Julian Sterling-Vane • 6 min read