Macrobond Blog | Macroeconomic insights

August 31, 2023

An expanded BRICS will take some time to make progress on “de-dollarisation”

More trading in each other’s currencies will likely come first

Meghna Shah

Guest blogger

In-house blogger

Meghna Shah

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August 24, 2023

Heatmapping the world: in search of inflation’s hottest and coldest spots

From Asia-Pacific to Latin America, the global inflation picture is diverging

Jay Yang

Guest blogger

In-house blogger

Jay Yang

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Desmond Wong

Guest blogger

In-house blogger

Desmond Wong

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Patrick Malm

Guest blogger

In-house blogger

Patrick Malm

,

Keith Campbell

Guest blogger

In-house blogger

Keith Campbell

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August 17, 2023

Medical costs are likely to make US inflation stickier

Health care’s contribution to CPI reflects a time lag that had a flattering effect on figures through 2023

Meghna Shah

Guest blogger

In-house blogger

Meghna Shah

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August 15, 2023

America and China have traded places

Our guest blogger compares the US capex boom to China’s struggle with a property hangover.

Marko Papic

Guest blogger

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Marko Papic

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August 10, 2023

Japan’s inflation revolution

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.

Tetsuo Harry Ishihara

Guest blogger

In-house blogger

Tetsuo Harry Ishihara

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Forecasting NFP: A mixed job market, a slight slowdown

Our guest blogger used Macrobond to construct a model for US jobs ahead of Friday’s figures

Norman Liebke

Guest blogger

In-house blogger

Norman Liebke

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Andrew Salomone Viteritti

Testuo Harry Ishihara

Dr Stephen Kirchner

Michael Brisley

Tomas Liljeborg

Dr David Skilling

Daisuke Karakama

Juan Carlos Diaz

Harald Magnus Andreassen

David Beckworth

Gregoire Haftman

Oliver Reynolds

Maarten van der Spek

Tomohiro Takahashi

Michael Anthonisz

Johnathan McMenamin

Dalibor Eterovic

Petter Slyngstadli

Steven Friedman

Priscila Robledo

Donald Rissmiller

Pipat Luengnaruemitchai

Richard Barkham

Francesca Boucard

George Armitage

Dr Said Abdullah Al Shaikh

Usama Karatella

Stavros Malkidis

Jeffrey Kleintop

US Labor Market

Systematic trading

Alternative data

Machine Learning

Data visualization

German industry

Asset valuation

Non-farm payroll

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Silicon Valley Bank (SVB)

International Monetary Fund (IMF)

European Central Bank

Government debt

Foreign exchange

High-frequency data

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Japan’s Financial Overhaul - Making Japan richer

Navigating Market Volatility: Insights from Quant Insight

Mexico's Economic Landscape: Opportunities, Challenges, and Future Prospects

Unpacking the Canadian Economy: Growth, Policy Shifts, and Future Prospects

La revue française

Navigating the economic landscape of the Americas: Key themes for the US, Canada, and Mexico

Mrs. Watanabe’s (Japanese retail’s) yen carry trade

Japan’s Inflation Revolution – an update

European business outlook

The critical role of Point-in-Time data in economic forecasting and quant trading

June 2024 macro signals: riding the waves of change

Harnessing alternative data and machine learning for enhanced economic forecasting and quant trading strategies

Under pressure: Canada’s rate cuts and economic revival

Is the Yen’s Weakness More Structural Now?

Using Turnleaf Analytics inflation forecasts to trade foreign exchange (FX)

Why Transparency Matters in Modern Economic Forecasting

I PMI puntano a una ripresa

PMIs point to a recovery

Demographie und gesamtwirtschaftliche Ersparnis – wesentliche Determinanten für die langfristige Preisbildung von Wohnimmobilien in Deutschland

Germany’s real estate market: Demographic shifts, economic trends and policy impacts

Can upcoming CPI justify BoE policy easing expectations in June?

Did Bank of Japan Governor Ueda do a 360 on the yen?

Mercato del lavoro negli Stati Uniti: sviluppi del 1Q 2024

Labor Market in the United States: Developments in Q1 2024

Demographic Stagnation: The “new” Emerging Markets norm

Economic forecasting using machine learning and alternative data

Bank of Japan Governor Kazuo Ueda hints at more rate hikes

The Bank of Japan ends negative rates, but the inflation revolution looks set to continue

Pre-Budget Outlook

China’s outlook, early 2024: manufacturing PMI and modest recovery prospects

Fed caution aligned with inflation internals, core PCE likely to be sticky

The Bank of Japan drops more hints about NIRP

As US consumers power economic growth, don’t expect Europeans to follow suit as incomes recover

The BOJ is dropping hints that Japan’s “lift-off” from NIRP is likely just months away

The Bank of Japan’s tailwinds: inflation, a labour crunch and corporate profits

Data matters most when it’s a ‘data-dependent’ stance for central banks globally

Who are the leading players in the cash-JGBs market?

A bold look at sovereign default risks

Modeling how German inflation might be easing with Indicio

The clock is ticking on the US economy

The Bank of Japan’s "tweak and hold" as inflation ratchets higher

Yuan is weighed down by monetary divergence – but supported by the current account

No need to tighten, but too early to cut. How long will the ECB stay on pause?

Watching the NBER’s six recession indicators as US growth confounds the skeptics

The ECB assesses this cycle’s slowdown with a “pause” likely

Forecasting inflation Down Under using Indicio – and watching for pressure on the Aussie dollar

Assessing scenarios for oil amid unrest in the Middle East

Japan is obsessed with wages

Non-farm payrolls may show only modest softening in the US job market

Using Indicio to forecast inflation on both sides of the Atlantic

A divergent outlook for central banks after a year of tightening

Is cash king given higher rates? Examining the alternatives for asset allocation

Will markets force the BOJ to finally abandon negative rates?

An expanded BRICS will take some time to make progress on “de-dollarisation”

Heatmapping the world: in search of inflation’s hottest and coldest spots

Medical costs are likely to make US inflation stickier

America and China have traded places

Japan’s inflation revolution

Forecasting NFP: A mixed job market, a slight slowdown

Nowcasting Germany’s stagnant industrial production as the nation debates its economic model

Forecasting NFP with the Fed’s next move in focus

U.S. labour’s leading indicators

Will the US suffer another recession in the near term?

Will the US dollar depreciate further as the global economy recovers?

Why you should care about turmoil in Kazakhstan

Why US inflation will slow and help the BOJ

Why didn’t Japan suffer its own version of the US regional bank crisis? History, incentives, regulation and experience

Japan's Inflation Revolution - An Update

Who will replace Angela Merkel as German chancellor?

When will the US dollar rebound?

Where is US real estate heading in 2022? A forecast from Indicio

What’s the Fed to do?

What’s next for global trade? Using Indicio to create a forecast

What's causing inflation right now?

What to expect from the Ueda BOJ

What's next for oil prices?

What makes a 'failing' pension fund?

What can we say about Brexit?

US boom, euro gloom?

UK a different story; unlike the US 'soft landing' outlook: CPI trends and BoE's rate cycle

The savings glut of the wealthy

The post-pandemic future looks brighter for the UAE

Will Powell channel his inner Volcker?

The Kuroda Code: no virtuous wage-price spiral in Japan

Revisiting Australia's 'Lowe Gap'

Eurozone integration stronger than ever after Brexit

COVID-19 uncovers surprising economic trend

The 8 principles of good data management

Seeking yield? Go east

Bond investors need to hold out longer for meaningful returns

Saudi banks are safe at a time of turmoil in the US and Europe

Saudi Arabia must persist in its diversification drive

OPEC, debt and miasma

Monitoring US bank deposit flows with Macrobond: a moment for (cautious) optimism

Many people are going to be very wrong in 2023

Macrobond x Indicio accurately forecasts German industry production

Guest blog: Key lessons from the demise of Trussonomics

Is US monetary policy too easy right now?

Is China’s house price bubble ready to burst?

Indian vegetable prices collapse on oversupply