Macrobond blog

Views, insights and observations from our experts

All posts
Japan
Inflation
Wage

The Kuroda Code: no virtuous wage-price spiral in Japan

January 23, 2023

Bank of Japan Governor Kuroda wants a “virtuous wage-price spiral” to push inflation to his target.

China
Currency
Federal Reserve
Inflation
Thailand

Many people are going to be very wrong in 2023

January 19, 2023

Many are convinced that the Fed will pivot. Many are not. One camp will be proven wrong.

UK
Inflation
Bank of England

A positive UK inflation surprise still leaves the BoE with a quandary

December 14, 2022

Two Macrobond users – both chief economists – break down the outlook in the UK and beyond.

MENA
GCC
Oil
Tourism

GCC: A stellar 2022 performance, headwinds in 2023

December 8, 2022

Guest blogger Khatija Haque of Emirates NBD discusses the outlook for the oil-producing economies

UK
Politics
Bank of England
Government Bonds
Currencies

Guest blog: Key lessons from the demise of Trussonomics

December 7, 2022

Credibility, institutional independence and coordination are important.

Economic data
Forecasts
Financial markets

What investors should expect in 2023

November 23, 2022

Macrobond customers chart their predictions for 2023.

China
Housing
Covid-19

China’s economy is at an inflection point

November 23, 2022

FocusEconomics' Oliver Reynolds argues that China's economic playbook needs an update.

Forecasts
Inflation
Bank of England
Financial markets

A crazy month and volatile future for the British pound: a journey in charts

October 6, 2022

The UK economy is under pressure on many fronts

Inflation
Forecasts

Will Powell channel his inner Volcker?

September 20, 2022

Markets predict a 75 bps hike is most likely, but they also assign a 15% probability to a 100 bps increase

Forecasting job growth
Forecasts

Forecasting nonfarm payrolls (NFP) with Indicio

September 1, 2022

Our Indicio forecast suggests a slowdown for NFP in the months ahead, but job growth will remain healthy.

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