Investment Institute
Macroeconomics

Monthly Market Update

Our experts examine markets and the latest macroeconomic trends.

Monthly Market Update

Peak in sight… but it’s a twin peak
  • by Gilles Moëc , Chris Iggo
  • 05 June 2023 (5 min read)
Monthly Market Update

Summertime ... and the (debt) ceiling is nearing
  • by AXA IM Investment Institute
  • 05 June 2023 (5 min read)
Monthly Market Update

March Op-Ed - Accelerated monetary tightening pass-through

  • by AXA IM Investment Institute
  • 29 March 2023 (5 min read)
Monthly Market Update

March Global Macro Monthly - Faith in the system
  • by AXA IM Investment Institute
  • 29 March 2023 (5 min read)
Asset Class Views

February Op-Ed - The end of the dovish pivot
  • by Gilles Moëc , Chris Iggo
  • 13 March 2023 (5 min read)
Monthly Market Update

July Op-Ed - Signs of recession accumulating, but is it fully in the price?
  • by Gilles Moëc , Chris Iggo
  • 27 July 2022 (7 min read)
Monthly Market Update

June Op-Ed - Stories for the summer
  • by Gilles Moëc , Chris Iggo
  • 21 July 2022 (5 min read)