The latest Macrocast report from AXA Investment Managers examines key global economic developments, with a focus on inflation trends, geopolitical risks, and market implications.
- US Inflation Rebound: Core inflation rose unexpectedly in January, fueling concerns over persistent price pressures and impacting consumer sentiment.
- Policy Uncertainty: The US administration’s stance on tariffs could further disrupt global trade, with potential consequences for markets.
- European Outlook: The upcoming German elections may shape the EU’s economic strategy and its role in global trade.
Read the full report for a deeper analysis of these key macroeconomic themes.
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
