Global Economy

Economy briefings

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  Economy2026-05-157 min readBy Daily Forex Report Economy Desk

  Stagflation: The 1970s Oil Shocks and What They Teach Today

  Stagflation is high inflation with weak growth. How the 1973 and 1979 oil shocks, Fed policy and expectations fed it, how Volcker ended it, and 2026 parallels.

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  Economy2026-05-017 min readBy Daily Forex Report Economy Desk

  CPI vs PCE vs PPI: Which Inflation Gauge Matters for What

  CPI, PCE and PPI all measure prices but answer different questions. What each covers, why they diverge, and what the August 2026 readings show side by side.

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  Economy2026-04-168 min readBy Daily Forex Report Economy Desk

  How Central Banks Set Rates: The Taylor Rule vs Real-World Decisions

  The Taylor rule turns inflation and the output gap into a policy rate. How it works, a worked example, why r* matters, and where real decisions depart from it.

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  Economy2026-03-035 min readBy Dr. Henrik Lindqvist, Chief Macroeconomist

  Global Liquidity Dynamics: Deciphering Central Bank Balance Sheet Contractions

  An in-depth analysis of quantitative tightening, reverse repo facility dynamics, and the transmission mechanism into emerging market capital flows.

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  Economy2026-02-164 min readBy Dr. Henrik Lindqvist, Chief Macroeconomist

  Industrial Re-Shoring and Friend-Shoring: The New Global Trade Architecture

  Geopolitical trade realignments and bilateral agreements are reshaping manufacturing routes and industrial capital expenditures.