Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris,…
08/01/26
Macroeconomics
-
Podcast
-
Article
A brief reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with a bang as…
08/01/26
-
Graph
Currently, the US job market...
While the latest data on job creation in the US may not be as weak as it appears at first…
19/12/25
-
Article
The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
-
Graph
US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
-
Article
Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25