Macro Strategy Team

The IPO Club Macro Strategy Team

Global macro perspectives — rates, central bank policy, inflation divergence, currency flows — and their direct impact on IPO valuations and capital-markets activity.

Coverage standards

  • — G10 central bank coverage
  • — Inflation and rate path modelling
Macro outlookInterest rate normalizationCentral bank policyInflation analysis

Articles by The IPO Club Macro Strategy Team

World map with varying color intensities representing different inflation rates across regions
Macro Outlook

Global Inflation Divergence: Regional Variations Create Complex Investment Landscape in 2026

Analysis of diverging inflation patterns across major economies and their implications for asset allocation and monetary policy

·8 min read
Gauge showing interest rates moving toward neutral zone with inflation and growth indicators
Macro Outlook

Global Interest Rate Normalization: Central Banks Navigate the Path to Sustainable Neutral Rates in 2026

Analysis of how major central banks are approaching interest rate normalization, balancing inflation control with growth support

·11 min read