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Track global growth, GDP revisions, inflation, fiscal signals, and the macro indicators shaping the next policy debate.
Eurozone composite PMI rose to 51.9 in July, with both manufacturing and services improving, and employment seeing its first growth this year. However, risks of energy disruptions in the Middle East, regional divergence, and narrowing policy space for the ECB make the recovery foundation fragile.
The latest forecast from the International Monetary Fund shows stable global economic growth, with Asia—especially China and India—remaining the core drivers of resource demand. This article analyzes from a macroeconomic perspective how Asia is reshaping the commodity market and explores the long-term outlook for key minerals such as iron ore.
China's GDP grew by 6.3% year-on-year in the second quarter of 2023, lower than market expectations, marking the slowest growth in three and a half years. Analysts pointed out that uneven economic recovery, continued weakness in real estate, drag from foreign trade, and insufficient domestic demand are the main factors. This article analyzes China's structural economic adjustments and their impact on the world from a global macro perspective.
The International Monetary Fund has downgraded its global economic growth forecast for 2026 to 3%, citing tensions in the Middle East and rising energy costs as the main drags. This article analyzes the structural drivers of the slowdown from a global macro perspective and explores the spillover effects on emerging economies such as India.
The International Monetary Fund (IMF) noted in its annual assessment that while Israel's economy has shown resilience, three years of war have caused GDP to deviate 9% from pre-war trends, and the 2026 growth forecast has been downgraded to 3.5%. The report warns that the low employment rates of ultra-Orthodox men and Arab women have evolved from a social issue into a macroeconomic risk, while high-skilled industries face both opportunities and challenges amid the global AI wave. Rising fiscal deficits and public debt require structural reforms, not just tax increases.
Visa's latest economic outlook shows global growth of 2.4% in 2026, with AI and digital investment offsetting inflationary pressures, but productivity improvement still needs time. The diffusion of digital commerce becomes a structural factor suppressing inflation.
On June 25, 2026, the United States will release a series of key economic data including GDP, core PCE, jobless claims, and durable goods orders. The market is focused on the implications of economic slowdown and inflation stickiness for Federal Reserve policy.
The latest annual economic report of the Bank for International Settlements points out that sovereign debt reaching record highs, AI investment bubble risks, inflation stickiness, and financial fragility are forming a complex global risk landscape, calling on policymakers to take immediate action to maintain stability.
Based on ADP's latest labor report, this analysis examines the decline in global employees' job security and the structural anxiety driven by the penetration of artificial intelligence, exploring its implications for macroeconomic cycles, monetary policy, and long-term growth models.
In May 2026, China's retail sales fell for the first time in three years, while industrial output grew against the trend, supported by AI and exports, highlighting a structural imbalance between weak domestic demand and strong external demand. Real estate investment continued to decline, and expectations of policy intervention are rising.
Under the triple pressures of fuel shocks, the Thailand border crisis, and economic downturn, the World Bank urges the Cambodian government to implement emergency, targeted, and time-limited cash transfers to protect the most vulnerable families. This article analyzes its policy logic and macroeconomic implications.
France, as the G7 chair, focuses on global imbalances, with China's record surplus, the US's persistent deficit, and Europe's underinvestment forming a triple risk. This article analyzes the roots and potential crises of imbalances from a long-term perspective.
The OECD’s latest assessment suggests that if the conflict in the Middle East continues, global growth, inflation, and interest-rate cycles could all be repriced; this is not merely a fluctuation in energy prices, but could also become a watershed moment for the rebalancing of global trade, capital flows, and central bank policies.
OECD’s latest assessment指出 that if the conflict in the Middle East continues, global growth, inflation, and interest rates could all enter a new zone of pressure. This article analyzes, from the perspectives of energy shocks, central bank responses, trade restructuring, and regional divergence, why this geopolitical conflict may change the way the global economic cycle operates.
The World Economic Forum's latest Chief Economists' Survey shows that global growth expectations are weakening, the risk of resurgent inflation is rising, and artificial intelligence is still seen as a support for medium-term growth, but the speed at which its productivity dividends materialize is slower than previously expected. This article reconstructs the core contradictions of the current global macro cycle from the perspectives of energy, trade, debt, and regional divergence.
The World Economic Forum’s latest survey of chief economists shows that global growth expectations are weakening, while geopolitical shocks, rising energy and food prices, and renewed supply chain tightness are pushing up inflation and market volatility; meanwhile, the spread of artificial intelligence continues to accelerate, but the timing of its productivity gains is widely seen as being delayed.