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DATA STATUS 6/6 VERIFIED
MMacroThemes
Regime dashboard · 21 Aug 2026

Resilient growth meets sticky inflation

Technology investment is supporting activity while energy and services inflation constrain policy. The regime is mixed by design: one label should not erase regional divergence.

Growth
Stable

Uneven across regions

IMF: 3.0% global growth
Inflation
Elevated

Disinflation stalled

IMF: 4.7% headline
Liquidity
Neutral

Ample, not accelerating

Fed assets: $6.80tn
Policy
Diverging

Country-specific reactions

Fed hold · RBNZ hike

Regime map

Current placement is qualitative and based on direction and level. It is not a probability forecast.

Growth ↑ / Inflation ↓

Disinflationary expansion

Growth ↑ / Inflation ↑

Reflation / overheating

Growth ↓ / Inflation ↓

Disinflationary slowdown

Growth ↓ / Inflation ↑

Stagflationary pressure

NOW