Report Type

Macro Thematic Research Hub

Current macro thematic research highlights a significant divergence in global monetary policy paths and the impact of political shifts on fiscal trajectories. In Japan, the projected snap election victory for the LDP is expected to catalyze 'Abenomics'-style stimulus, while the Bank of Japan focuses on underlying inflation trends near 2% to justify continued policy normalization and rate hikes. This Japanese monetary shift is further complicated by yen depreciation, with USD/JPY levels near 160 potentially necessitating official intervention or accelerated tightening to manage cost-of-living pressures. Conversely, Colombia’s central bank maintains a hawkish posture, raising terminal rate projections toward 11.25% in response to a 23% minimum wage hike and a positive output gap. In contrast to these tightening cycles, Ghana has entered an easing phase following a sharp decline in core inflation to 3.8%, supported by a strong balance of payments. Finally, while emerging markets like Indonesia show resilient domestic momentum with 5.39% GDP growth, cooling natural resource sectors suggest that commodity-driven export headwinds may become a primary theme for the coming year.

1016 reports available

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From Innovation to Productivity Boom Lessons from the ICT Revolution for the AI Era

Goldman Sachs·Jul 1, 2026

This report draws parallels between the 1980-2000 ICT revolution and the current AI era, noting that productivity gains from new technologies typically follow a delayed J-curve path. It emphasizes that while AI costs are falling faster than ICT costs, success depends heavily on complementary organizational restructuring.

Japan Economic Update Key Policy Calls thumbnail

Japan Economic Update Key Policy Calls

Crédit Agricole Corporate and Investment Bank·Jul 8, 2026

This report outlines the Japanese government's new economic strategy, centered on a dual-mandate policy for the Bank of Japan and aggressive fiscal expansion. The objective is to achieve long-term growth and stable inflation by reversing structural stagnation by 2029.

Japan Q&A: Why Has the JPY Depreciated So Much thumbnail

Japan Q&A: Why Has the JPY Depreciated So Much

Crédit Agricole Corporate and Investment Bank·Jul 3, 2026

This report argues that JPY depreciation is driven by a lack of domestic investment compared to the US, rather than interest rate differentials alone. The authors support the administration's focus on public-private investment over immediate monetary tightening to strengthen the yen.

Disentangling Tech Hiring Headwinds thumbnail

Disentangling Tech Hiring Headwinds

Goldman Sachs·Jul 2, 2026

The report analyzes the drivers behind the tech sector's hiring slowdown since 2022, attributing it primarily to post-pandemic overhiring corrections rather than AI efficiencies or interest rate headwinds.

Germany Government Draft Budget Plans With Higher Deficits for 2027 and Beyond thumbnail

Germany Government Draft Budget Plans With Higher Deficits for 2027 and Beyond

Goldman Sachs·Jul 6, 2026

The German government has introduced a 2027 draft budget featuring higher-than-expected funding needs of EUR 210.5bn. Structural changes, including delayed debt repayment, have prompted Goldman Sachs to raise general government deficit projections for 2027-2029.

Euro Area Core and Headline Inflation Below Consensus thumbnail

Euro Area Core and Headline Inflation Below Consensus

Goldman Sachs·Jul 1, 2026

June flash data showed Euro area core and headline HICP inflation below consensus expectations. The cooling was largely driven by a sharp decline in services inflation.

Kenya A Fragile Fiscal and External Equilibrium

Goldman Sachs·Jul 1, 2026

Euro Area Data Update: Manufacturing PMIs Revised Up Slightly For June

Goldman Sachs·Jul 1, 2026

CEE Aggregate PMI And CAI Broadly Unchanged

Goldman Sachs·Jul 1, 2026

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