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Macro Economic Indicators Research Hub

Global macroeconomic indicators reveal a complex landscape characterized by softening labor markets in the US, evidenced by ADP payrolls trailing expectations, and resilient industrial activity in Europe, where German orders surged by 7.8%. Inflation figures in the Eurozone have declined to 1.7%, prompting expectations for continued ECB easing, whereas US inflation concerns fueled by fiscal tailwinds and tariffs suggest a potential surprise Fed rate hike later this year. Significant volatility has recently impacted momentum trades, marking one of the largest unwinds in decades, though analysts interpret this primarily as a technical repositioning rather than a fundamental growth scare. Despite market turbulence and falling risk assets like the Nasdaq, US consumer health remains robust, supported by strong January sales data from major retailers and payment processors. In the currency markets, a strengthening US Dollar has pressured the NZD and EUR, while precious metals like gold, silver, and platinum have experienced sharp sell-offs. Finally, regional outlooks remain mixed, with a constructive stance on Indian equities contrasting against political uncertainty in the UK and structural competition within the global automotive industry.

2079 reports available

US Macro Weekly thumbnail

US Macro Weekly

Crédit Agricole CIB·Jun 8, 2026

The report highlights the focus on May inflation data amid ongoing inflationary pressures from the Middle East. Despite resilient economic data, the Fed is expected to maintain an extended hold on rates through 2026.

Japan Q&A Consumption Tax Cut Proposal thumbnail

Japan Q&A Consumption Tax Cut Proposal

Crédit Agricole Corporate and Investment Bank·Jun 5, 2026

The Japanese administration is moving to cut the consumption tax on food to 1% next April as part of a three-year economic support package. This strategy seeks to sustain domestic demand while the economy transitions toward long-term wage growth driven by strategic investment.

US Macro Weekly thumbnail

US Macro Weekly

Crédit Agricole CIB·May 19, 2026

A weekly overview of the US macro environment highlighting an expected hawkish tone in the April Fed minutes and the negative impact of the Iran war on consumer sentiment.

ECB Focus thumbnail

ECB Focus

Crédit Agricole Corporate and Investment Bank·Jun 12, 2026

The ECB raised interest rates by 25bp while signaling caution regarding future moves. Crédit Agricole expects further hikes in September and December, despite a potential pause in July.

The Global Week Ahead thumbnail

The Global Week Ahead

Scotiabank·Jun 6, 2026

This report outlines the outlook for major central bank meetings and key economic data releases for the week of June 8–12, 2026. Highlights include an expected rate hike from the ECB, a policy hold by the Bank of Canada, and focus on upcoming US inflation metrics.

May Employment Preview thumbnail

May Employment Preview

Crédit Agricole Corporate and Investment Bank·Jun 5, 2026

The report projects a steady US labor market in May with NFP rising by 80k and unemployment remaining at 4.3%. These figures suggest stabilization, signaling that the Fed is likely to maintain an extended hold on policy rates.

World Cup Dashboard

Crédit Agricole Corporate and Investment Bank·Jun 10, 2026

World Cup Dashboard

Crédit Agricole Corporate and Investment Bank·Jun 9, 2026

Inflation-Linked Weekly: Unimpressed by Core Inflation

Crédit Agricole Corporate & Investment Bank·Jun 3, 2026

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