Global Economy

Economy briefings

• Economy2026-09-254 min readBy Daily Forex Report Economy Desk

  Trade Deficits and Surpluses: How International Trade Drives Currency Values

  How the trade balance fits into the balance of payments, why deficits are financed by capital inflows, how exchange rates adjust and what the J-curve, Marshall-Lerner condition and the dollar's reserve role mean for currencies.

• Economy2026-09-074 min readBy Daily Forex Report Economy Desk

  The Causes and Consequences of a Global Economic Recession

  What makes a recession global, the shocks that have triggered past downturns, how they spread across borders and how households, businesses, markets and policymakers are affected.

• Economy2026-08-174 min readBy Daily Forex Report Economy Desk

  How Labor Market Data (Unemployment Rates) Drives Central Bank Policy

  How the jobs report, unemployment measures, wages, job openings and weekly claims are produced, and why central banks and markets watch them so closely.

• Economy2026-07-294 min readBy Daily Forex Report Economy Desk

  Gross Domestic Product (GDP) Explained: What It Truly Tells Us About Economic Health

  How GDP is calculated, the difference between nominal and real GDP, how often it is reported and revised, what moves markets and what the figure leaves out.

• Economy2026-07-084 min readBy Daily Forex Report Economy Desk

  The Impact of Inflation on Consumer Purchasing Power and Financial Markets

  How inflation is measured, what causes it, how it erodes purchasing power and how bonds, stocks, currencies and central bank policy respond when prices rise.

• Economy2026-06-194 min readBy Daily Forex Report Economy Desk

  Leading vs. Lagging Economic Indicators: How to Predict Market Shifts

  How leading, coincident and lagging indicators differ, which series economists watch most closely, and how to combine them without overreacting to a single data point.

• Economy2026-06-014 min readBy Daily Forex Report Economy Desk

  Understanding the Business Cycle: Expansion, Peak, Contraction, and Trough

  The four phases of the business cycle, how recessions are officially dated, what drives turning points and how markets and sectors tend to behave in each phase.

• 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.

• 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.