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🌐 Macro

Central banks, inflation, growth, and policy across major economies.

🌐 MacroJuly 20, 2026

Global Macro: Inflation Pressures Rise Amid Energy Shocks and Mixed Central Bank Signals

The past week highlighted renewed inflationary pressures from geopolitical energy disruptions, with the IMF and World Bank downgrading 2026 growth forecasts while noting higher inflation paths. Central banks delivered mixed updates, including the Bank of Canada's July 15 report projecting easing inflation and the ECB holding rates despite oil price gains. US data showed resilient growth and tightening labor markets, prompting steady policy. Investors face a landscape of uneven inflation trajectories and policy divergence across major economies.

AI Weekly Brief3 min

🌐 MacroJuly 13, 2026

IMF July 2026 WEO Update Highlights Stalled Disinflation and Uneven Growth

The IMF's mid-week World Economic Outlook Update projected global growth at 3.0% for 2026, unchanged cumulatively from April, while revising headline inflation upward to 4.7% due to Middle East conflict effects on energy prices. AI-driven tech demand provided an offset for integrated economies, but disinflation stalled broadly. Central banks maintained or signaled tighter stances amid persistent pressures, with no major policy shifts during the week itself.

AI Weekly Brief3 min

🌐 MacroJuly 6, 2026

Global Macro: Mixed US Jobs Data, ECB Hike, China Pickup Shape Week

US nonfarm payrolls for June came in softer than expected while the unemployment rate fell, tempering near-term rate-hike odds. The ECB raised its benchmark rate 25 basis points earlier in the period amid energy-driven inflation pressures. China's manufacturing and retail indicators rebounded in June on stronger US-bound exports. Broader outlooks from the IMF and OECD point to resilient but slowing global growth near 3 percent for 2026, with policy divergence and geopolitical risks in focus.

AI Weekly Brief3 min

🌐 MacroJune 29, 2026

Global Macro: Central Banks Hold Steady as Inflation Lingers Above Targets

The past week highlighted continued caution from major central banks following the Fed's mid-June hold and earlier ECB hike, with inflation prints remaining elevated due to energy costs. US growth data underscored resilience while global forecasts pointed to moderated expansion amid geopolitical uncertainties. Markets saw long-end yields grind higher and equities hold buoyant despite the macro backdrop.

AI Weekly Brief3 min

🌐 MacroJune 22, 2026

Central Banks Diverge Amid US Inflation Rise and Iran Deal Relief

The past week featured divergent central bank moves, with the ECB hiking rates while the Fed held steady, against a backdrop of elevated US inflation and relief from a US-Iran peace deal that eased oil prices. Markets digested May CPI data showing a jump to 4.2% YoY and monitored policy signals from the RBA, BoJ, and BoE. Global growth concerns persisted amid lingering energy pressures, though the geopolitical easing provided some support for risk assets.

AI Weekly Brief3 min

🌐 MacroJune 15, 2026

ECB Hikes Rates 25bp as May US CPI Hits 4.2% YoY

The past week featured a 25 basis point ECB rate increase on June 11 amid upwardly revised inflation projections driven by energy prices. US May CPI data released June 10 showed a 4.2% year-over-year jump, the highest in over three years, while Q1 GDP was revised lower. Central banks including the ECB and upcoming Fed meeting are responding to persistent inflationary pressures linked to geopolitical factors.

AI Weekly Brief2 min

🌐 MacroJune 8, 2026

Global Macro: Energy Shock and Strong US Jobs Temper Growth Outlook Week of June 1-8 2026

US Q1 GDP revised to 1.6% amid investment strength, while May jobs beat expectations at 172k, reducing near-term rate cut odds. Rising energy prices from Middle East tensions pushed OECD inflation to 4.4% in April and prompted ECB tightening signals. Global growth forecasts face downward pressure from the energy shock, with investors monitoring upcoming US CPI for further policy clues.

AI Weekly Brief3 min

🌐 MacroJune 4, 2026

Global Macro: Central Banks Signal Tightening as Energy Inflation Rises

Geopolitical tensions in the Middle East are driving energy prices higher, pushing inflation upward across major economies and prompting several central banks to shift from easing toward potential rate hikes. The ECB is widely expected to raise rates in June, while the BOJ faces high odds of a hike amid rising producer prices; the Fed continues to hold steady. Global growth projections for 2026 remain around 3.2-3.3 percent but face downside risks from prolonged energy shocks, even as US resilience and AI-related spending provide support.

AI Weekly Brief4 min

🌐 MacroJune 3, 2026

Global Growth Slows to 3.1% in 2026 Amid Energy and Trade Pressures

Global economic growth is projected to moderate to 3.1 percent in 2026 under assumptions of a contained Middle East conflict, with inflation rising modestly before resuming its decline. Central banks are holding policy rates steady amid mixed inflation and labor data, while trade tensions and geopolitical risks weigh on momentum. Capital flows are retreating from 2025 peaks and rotating selectively toward resilient emerging markets and AI-related investments.

AI Weekly Brief3 min