Macrobond blog

Views, insights and observations from our experts

All posts

Forecasting

Inflation

Housing

Indicio

Indicio and Macrobond beat the street predicting inflation and US housing

Our partnership with Indicio resulted in nowcasts that were closer to reality than consensus estimates.

Forecasting personal consumption expenditures (PCE) with Indicio

Forecasting

Housing

Indicio

Forecasting personal consumption expenditures (PCE) with Indicio

Macrobond users can now access Indicio’s technology through a direct API.

Central banks

China

Currencies

Russia

US

De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn

Our visualisations explore different roles of the global reserve currency.

Emerging markets

China

Deregulation

Institutions are deteriorating in emerging markets – especially China

Our guest blogger says the quality of economic institutions has markedly eroded.

Bank of Japan

inflation

Interest rates

Why US inflation will slow and help the BOJ

Indirect support for the yen will help attain central bankers’ goal of “good” inflation.

Saudi Arabia

US

Europe

Monetary Policy

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

How metrics of capital, bad loans and profitability support a positive outlook for the banking sector.

Banking

Credit

Federal Reserve

US

Credit is still expanding in the US, but conditions are getting tighter

The author is the chief economist of the National Association of Credit Management.

As Ueda takes the helm of the Bank of Japan, do record wage hikes finally portend “good inflation?”

Bank of Japan

Employment

Inflation

Interest rates

As Ueda takes the helm of the Bank of Japan, do record wage hikes finally portend “good inflation?”

There are implications for major companies, yield curve control and the central bank’s swollen balance sheet.

Banking

US

Federal Reserve

Money Markets

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

After the SVB turmoil, Ashridge looks at flows between banks, the Fed and money markets in 15 charts.

Australia

Housing

Real estate

CPI

ChatGPT's take on Australian CPI

Three charts to explain this month's CPI print and commentary written with the help of ChatGPT

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