Global Economic Outlook

Lead Content

Underlying Inflation Gauges: Trimming Noise or Trimming Signal? (PIMCO)

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Japan Macro Watch: Mind the Reversals (Fidelity International)

Coordinated intervention and hawkish BOJ signals have stabilized the Japanese yen, but sustained strength depends…

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Quarterly Israel Equity Review and Outlook Q2 2026 (MarketVector Indexes)

Israeli equities remained resilient despite significant geopolitical volatility.

APAC Financial Markets Spotlight – August 2026 (FTSE Russell)

Analysis of the macro backdrop and multi-asset financial markets across APAC.

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TOP RECENT POSTS

German Reforms: What Do They Mean for European Equities? (Amundi)

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Plutonomy - the AI Edition - and the Coming Crisis (Levy Economics Institute)

Economic Outlook Summer 2026: A Challenging Inheritance (NIESR)

Geography, Geopolitics, and Gamesmanship Leave Little Room for Error in Energy Markets (PIMCO)

Japan Macro Watch: Mind the Reversals (Fidelity International)

Finding Opportunities amid Global Uncertainty (New York Life Investment Management)

Gold Market Commentary: Making Waves (World Gold Council)

Consumer Stress Index Q2 2026 Update (Kearney)

UK Economic Outlook Summer 2026 (EY)

Evaluating the Fiscal and Distributional Implications of Tariffs (Journal of Economic Perspectives)

Inflation: Impact of the Hormuz closure Oil Shock - Part 5 (Phinance Technologies)

How to Buy a Trade Surplus (PIIE)

AI’s Impact on Labor and Hiring (FRBNY)

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Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Global Market Perspectives 2Q 2026 (Principal Asset Management)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

Chart Pack: Mid-Year Outlook for 2026 (PGIM)

Emerging markets, reconsidered (Special Report)

Rupture and Resilience (PIMCO)

Navigating uncertainty in search of alpha (Special Report)

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The long view: Commodities and the demand for electricity

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CIO reading list, July 2026: The big forces shaping allocations today

In this edition of the CIO Reading List...

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What investors read, listened to, or watched in July

The round-up the month of July...