The Macroscope

Date

Issue no.

Issue Highlights

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June 07, 2021

The Macroscope - Issue #08

What stands out:
US Labour demand outstripping supply as stimulus holds back employment gains

Charts in Focus:
In US, Labour markets showed signs of revival as economic recovery picks up pace
In US, stronger economic data gives confidence but not enough to initiate taper talks
In Europe, pandemic under control; higher vaccination paints recovery optimism across the region
In Asia, Economic recovery dented by second wave; vaccination key to boosting recovery prospects

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March 10, 2021

The Macroscope - Issue #07

What stands out:
Global growth expectations push global yields higher while inflation fears yet to come in to play

Charts in Focus:
In US, Labour markets showed signs of revival as economic recovery picks up pace
In Europe, Positive cues start to build up as economy sees recovery path
In Asia, India begins all-round recovery while Japan looks out for economic recovery

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January 27, 2021

The Macroscope - Issue #06

What stands out:
Multiple factors have impacted the pace of recovery for various economies

Charts in Focus:
In US, Housing Market and Manufacturing sector continue to lead recovery
In Europe, Lockdown takes toll on business sentiments but manufacturing shows strength
In Asia, China remains in the sweet spot while India sees mixed data

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January 12, 2021

The Macroscope - Issue #05

What stands out:
Manufacturing Sector to lead growth; confidence to grow as economies open up

Charts in Focus:
Holiday Season leads to some improvement in indicators
Interim lockdowns lead to interim reversals in business
India stands out on strong capital flows and revival in trade

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December 24, 2020

The Macroscope - Issue #04

What stands out:
After a crude 2020, Oil prices may still see friction next year

Charts in Focus:
Long-awaited fiscal stimulus to aid pandemic-hit normalization
Stimulus driven revival under way; pandemic threatens pace of recovery
China continues to lead the recovery race

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December 07, 2020

The Macroscope - Issue #03

What stands out:
• Until the vaccine is widely distributed; economy may see some loss of momentum

Charts in Focus:
• US Housing recovery fades amid rising prices and falling savings
• Second wave of Pandemic dents recovery
• Demand recovery in India remains on course

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November 20, 2020

The Macroscope - Issue #02

What stands out:
Are we ready for an inflation deluge?

Charts in Focus:
Normalization in progress; timing on stimulus and vaccine critical While pandemic gains momentum, recovery loses steam Japan and India join China on the path to recovery

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November 02, 2020

The Macroscope - Issue #01

What stands out:
Covid-19, a factor that trumps Trump?

Charts in Focus:
US recovery stable; Hinges on stimulus
Europe consumption revival faces second wave hurdle
Asian recovery led by China; Inflation awaits

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