Macrobond Blog | Macroeconomic insights

September 30, 2021

What's causing inflation right now?

It's not just soaring energy prices that are to blame.

Julius Probst

Guest blogger

In-house blogger

Julius Probst

,

PhD

September 22, 2021

What makes a 'failing' pension fund?

Some Australian superannuation products have been rated as underperforming. We chart the possible reasons.

Ian Hissey

Guest blogger

In-house blogger

Ian Hissey

,

September 8, 2021

Who will replace Angela Merkel as German chancellor?

What the polls and betting markets show

Julius Probst

Guest blogger

In-house blogger

Julius Probst

,

PhD

August 16, 2021

Eight FX and rate charts to watch right now

How economic recovery and monetary policy are affecting exchange rates and bond yields globally.

Julius Probst

Guest blogger

In-house blogger

Julius Probst

,

PhD

When will the US dollar rebound?

Guest blogger Richard Grace shares six charts that show how the greenback is poised to appreciate

Richard Grace

Guest blogger

In-house blogger

Richard Grace

,

High-frequency data shows UK and US job markets heating up

See the state of the labour market on both sides of the Atlantic in 10 charts

Julius Probst

Guest blogger

In-house blogger

Julius Probst

,

PhD

Tomohiro Takahashi

Michael Anthonisz

Johnathan McMenamin

Dalibor Eterovic

Petter Slyngstadli

Steven Friedman

Priscila Robledo

Donald Rissmiller

Pipat Luengnaruemitchai

Richard Barkham

Francesca Boucard

George Armitage

Dr Said Abdullah Al Shaikh

Usama Karatella

Stavros Malkidis

Jeffrey Kleintop

Allan Von Mehren

Sissel Monsvold

Boris Kovacevic

Mitch Bollinger

Michael LoGalbo

Sebastien McMahon

Hirokazu Mizunoue

Luis Arcentales

Dr. Jörn Quitzau

Ryan Djajasaputra

Bank for International Settlements (BIS)

Tetsuo Harry Ishihara

Karl-Philip Nilsson

Arnaud Lieugaut

The BOJ is dropping hints that Japan’s “lift-off” from NIRP is likely just months away

The Bank of Japan’s tailwinds: inflation, a labour crunch and corporate profits

Data matters most when it’s a ‘data-dependent’ stance for central banks globally

Who are the leading players in the cash-JGBs market?

A bold look at sovereign default risks

Modeling how German inflation might be easing with Indicio

The clock is ticking on the US economy

The Bank of Japan’s "tweak and hold" as inflation ratchets higher

China’s currency is weighed down by monetary divergence with the US – but supported by the current account surplus

No need to tighten, but too early to cut. How long will the ECB stay on pause?

Watching the NBER’s six recession indicators as US growth confounds the skeptics

The ECB assesses this cycle’s slowdown with a “pause” likely

Forecasting inflation Down Under using Indicio – and watching for pressure on the Aussie dollar

Assessing scenarios for oil amid unrest in the Middle East

Japan is obsessed with wages

Non-farm payrolls may show only modest softening in the US job market

Using Indicio to forecast inflation on both sides of the Atlantic

A divergent outlook for central banks after a year of tightening

Is cash king given higher rates? Examining the alternatives for asset allocation

Will markets force the BOJ to finally abandon negative rates?

An expanded BRICS will take some time to make progress on “de-dollarisation”

Heatmapping the world: in search of inflation’s hottest and coldest spots

Medical costs are likely to make US inflation stickier

America and China have traded places

Japan’s inflation revolution

Forecasting NFP: A mixed job market, a slight slowdown

Nowcasting Germany’s stagnant industrial production as the nation debates its economic model

Forecasting NFP with the Fed’s next move in focus

U.S. labour’s leading indicators

Will the US suffer another recession in the near term?

Will the US dollar depreciate further as the global economy recovers?

Why you should care about turmoil in Kazakhstan

Why US inflation will slow and help the BOJ

Why didn’t Japan suffer its own version of the US regional bank crisis? History, incentives, regulation and experience

China's housing market bounces back from pandemic

Who will replace Angela Merkel as German chancellor?

When will the US dollar rebound?

Where is US real estate heading in 2022? A forecast from Indicio

What’s the Fed to do?

What’s next for global trade? Using Indicio to create a forecast

What's causing inflation right now?

What to expect from the Ueda BOJ

What's next for oil prices?

What makes a 'failing' pension fund?

What can we say about Brexit?

US boom, euro gloom?

UK a different story; unlike the US 'soft landing' outlook: CPI trends and BoE's rate cycle

The savings glut of the wealthy

The post-pandemic future looks brighter for the UAE

Will Powell channel his inner Volcker?

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

Revisiting Australia's 'Lowe Gap'

Eurozone integration stronger than ever after Brexit

COVID-19 uncovers surprising economic trend

The 8 principles of good data management

Seeking yield? Go east

Bond investors need to hold out longer for meaningful returns

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

Saudi Arabia must persist in its diversification drive

OPEC, debt and miasma

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

Many people are going to be very wrong in 2023

Macrobond x Indicio accurately forecasts German industry production

Guest blog: Key lessons from the demise of Trussonomics

Is US monetary policy too easy right now?

Is China’s house price bubble ready to burst?

Indian vegetable prices collapse on oversupply

Indicio and Macrobond beat the street predicting inflation and US housing

Institutions are deteriorating in emerging markets – especially China

How prepared are emerging markets for inflation?

How Southeast Asia benefits from China's reopening in eight charts

How quickly does the COVID-19 vaccine lead to a drop in infections?

How to find the right collaboration tool for your teams

Pandemic hits BRIC economic growth

How much progress has been made towards gender equality?

High-frequency data: from optional to indispensable

High-Frequency Indicators – a goldmine of real-time information

High-frequency data shows UK and US job markets heating up

Globalisation remains resilient through Covid

GCC: A stellar 2022 performance, headwinds in 2023

Full speed ahead for China’s electric vehicles

Forward guidance on… wages? Japan’s companies promise higher pay and consider AI – as stocks and GDP forecasts perk up

Forecasting personal consumption expenditures (PCE) with Indicio

Forecasting nonfarm payrolls (NFP) with Indicio

Five labour market charts you need to watch in 2023

Eight FX and rate charts to watch right now

Euro area consumer food price inflation: problematic, but past its peak

Escape the prison of Excel

ECB policy faces tough test

Do eurozone sovereign debt spreads still matter?

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

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

Emerging markets in Africa buckle under mountains of debt

Could inflation surprise us all and collapse?

Consumer price inflation is coming - just look at commodities

China’s economy is at an inflection point

China reduces coal imports to near zero from Australia

China leads industrial robot installations

China remains reliant on coal

China eases monetary policy as the rest of the world tightens