Macro Intelligence Feed
Live macro news · Central bank tracking · Sentiment analysis · Policy updates
Monetary Policy: Central bank policy divergence continues to dominate macro markets. The Federal Reserve maintains a cautious stance, the ECB is in an easing cycle following disinflation progress, and the BoJ is carefully normalising after decades of ultra-loose policy.
Growth: Global growth remains bifurcated. Emerging Asia leads (India ~8%, Indonesia ~5%), while advanced economies face headwinds. The US resilience continues to surprise economists, while Europe struggles with structural competitiveness challenges.
Inflation: The "last mile" disinflation problem persists — getting from 3-4% to 2% targets is proving harder than the initial deceleration from peak levels. Services inflation remains sticky as labour markets stay tight.
Key risks today: (1) Fed policy path uncertainty; (2) Geopolitical supply chain disruptions; (3) China growth trajectory; (4) Fiscal sustainability in major economies.