Macroeconomics is the main engine driving all financial markets: forex, equities, bonds, commodities and crypto. Understanding central bank decisions (Fed in the US, ECB in Europe, BoJ in Japan, BoE in the UK) and major data releases (CPI inflation, NFP jobs, GDP, PMI) is essential to anticipate trends and size exposure correctly.
Since 2022, the global monetary cycle has been dominated by fighting post-Covid and post-Ukraine war inflation: rapid hikes in 2022-2023 (Fed at 5.5%, ECB at 4%), then an easing cycle starting 2024-2025 as disinflation consolidated. 2026 shapes up as a pivotal year for central bank responses to economic slowdown and a new wave of US tariffs.
ActuTrading Economy covers monetary policy decisions (FOMC, ECB Governing Council), US and European macro releases (NFP, CPI, PCE, Ifo, PMI, ZEW), sovereign debt issues, and geopolitical impact on global trade balances.
CPI, INSEE, purchasing power, ECB impact: French inflation decoded.
Read →FOMC, dot plot, Fed funds rate, Powell guidance and market effects.
Read →Deposit rate, Lagarde, 2% inflation target, sovereign stress.
Read →25 years of dovish policy, NIRP exit, Kazuo Ueda and the yen.
Read →9-member MPC, Andrew Bailey, vote transparency, sterling pound.
Read →Frankenshock January 15, 2015, CHF safe-haven, Martin Schlegel.
Read →Michele Bullock, AUD commodity currency, China dependence.
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The ECB survey shows that eurozone consumers now expect lower inflation in 2027. This marks a major psychological turning point for the euro and interest rates.
Inflation in Tokyo rose in June, driven by energy prices. This acceleration is fueling renewed speculation about monetary tightening by the Bank of Japan.
Gold hits its lowest level since November 2025 following the Fed's hawkish signals. The dollar is taking advantage of this to dominate the foreign exchange market.
Official figures for May show that inflation in Japan is under control, but energy subsidies mask very real underlying pressure.
The New York-based bank is revising its strategy in response to the Federal Reserve's tightening. The markets will have to wait until the fall of 2026 to see rates fall.
Gediminas Simkus, a member of the ECB’s Governing Council, announced that at least one more rate hike is on the way. Monetary tightening continues.
U.S. inflation has surpassed the 4% mark, and analysts predict increasing pressure on Bitcoin and gold. Nervous markets are anticipating a response from the Fed.
Gold has fallen 4% in 24 hours and dropped below $4,150 an ounce. The reason: the Fed’s continued restrictive monetary policy, which is weighing heavily on precious metals.
The Reserve Bank of New Zealand is continuing its fight against inflation despite a worrying rise in unemployment. It’s an increasingly delicate balance.
The dollar has reached its highest level since early April. Markets are now betting that the Federal Reserve will resume raising interest rates.
The Bank of England's latest survey shows that British businesses expect prices to rise at a much slower pace than in April. This is an important signal for future monetary policy.
Gold is losing ground against a dollar bolstered by expectations of a hawkish Fed. The Iran-U.S. crisis is no longer enough to prop up the price of gold.