Economy News

Macro trends, policy and economic indicators.

• Central Banks Hold the Line as 'Tighter for Longer' Becomes the 2026 Consensus — Jul 16, 2026 — A fresh energy shock has stalled global disinflation, pushing the world's major central banks into a defensive, hawkish crouch for the rest of 2026.
• Emerging Markets Brace for a Summer of Currency and Debt Strain — Jul 12, 2026 — As global rates stay high and the dollar firms, developing economies face a familiar and painful trade-off between defending their currencies and prot...