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Macro Economic Indicators Research Hub

Recent macro-economic data reflects a fragmented global landscape, characterized by stalled US disinflation and divergent growth narratives in Asia and Europe. In the US, headline CPI continues to face upward pressure from energy costs, with core inflation showing signs of stickiness that challenge the prospect of imminent rate cuts and increase risks of further tightening. Conversely, China exhibits a stark economic divide, where resilient tech-driven exports struggle against persistent domestic weakness, evidenced by contracting retail sales and softening credit growth. Meanwhile, Japan is shifting toward a more hawkish policy stance, with expectations for a terminal rate of 1.5% by 2027 amid robust economic activity and B2B price acceleration. European inflation, illustrated by Swedish data, shows occasional upside surprises in services pricing, though these remain insufficient to alter the prevailing narrative of central bank policy holds. Collectively, these indicators suggest that while the immediate risk of aggressive rate hikes may be contained for some, structural inflation concerns and sluggish internal demand remain critical headwinds for global monetary policy.

86 reports available

US CPI Preview thumbnail

US CPI Preview

Crédit Agricole Corporate and Investment Bank·Jul 10, 2026

This report provides a June 2026 preview of US CPI, forecasting a headline deceleration to 3.81% YoY while core inflation remains steady.

US May CPI: Little Sign Of Pass-Through In Core thumbnail

US May CPI: Little Sign Of Pass-Through In Core

Crédit Agricole Corporate and Investment Bank·Jun 11, 2026

The report provides an analysis of the May 2026 US CPI data, noting that core inflation surprised to the downside. It highlights a lack of significant pass-through from energy prices to core goods, suggesting the Fed will likely maintain its current policy stance.

China Q2 And June Macro Data Preview thumbnail

China Q2 And June Macro Data Preview

Crédit Agricole CIB·Jul 8, 2026

The Chinese economy is expected to show moderated real GDP growth of 4.6% in Q2, characterized by a stark divide between strong high-tech exports and weak domestic demand.

China Macro Data Preview Economic Divergence Deepens thumbnail

China Macro Data Preview Economic Divergence Deepens

Crédit Agricole Corporate and Investment Bank·Jun 9, 2026

The Chinese economy continues to experience deep divergence in May, characterized by strong AI/tech-driven exports and resilient industrial output set against weak domestic retail and property investment. Credit growth remains soft, reflecting poor domestic credit demand and slow government-led project spending.

Euro Area Data Update thumbnail

Euro Area Data Update

Goldman Sachs·Jul 2, 2026

The Euro Area harmonised unemployment rate remained flat at 6.2% in May. Goldman Sachs marginally upgraded its Q2 GDP tracking estimate following strong employment data in Spain.

Euro Area Data Update thumbnail

Euro Area Data Update

Goldman Sachs·Jun 22, 2026

The report highlights a slight uptick in Euro Area consumer confidence in June, alongside broadly unchanged preliminary Q2 GDP estimates. Country-specific data for Spain, the Netherlands, and Belgium is also analyzed.

Mexico Domestic Demand Firmed In April Driven By Investment

Goldman Sachs·Jul 6, 2026

Mexico Consumer Sentiment and Business Confidence Update

Goldman Sachs·Jul 3, 2026

Brazil Firmer Manufacturing and Services PMIs

Goldman Sachs·Jul 3, 2026

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