Weekly Macro Outlook: Assessing Inflation Impacts
This weekly macro outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of May 25, 2026.
Key Focus This Week:
- Central banks: RBNZ meeting, ECB Minutes, Fed speeches
- Major data: US PCE Inflation, spending, & income Apr, Q1 GDP – second est; Aus CPI Apr
- Key themes: US-Iran negotiation expectations, ceasefire extension
Weekly Macro Outlook: Inflation Risks Build
This weekly macro outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of May 18, 2026.
Key Focus This Week:
- Central banks: Kevin Warsh to be sworn in as new Fed Chair, FOMC minutes, RBA minutes, Gov Waller speech
- Major data: global CPIs – Canada, UK, Japan, &Euro area (final) April, S&P prelim PMIS May
- Key themes: US-Iran diplomatic stalemate, renewed military threats, and the Iranian sovereign toll
Mars Market Update: May 18th, 2026 – Reversal Risk
Weekly Macro Outlook: Inflation, Geopolitics, and the Fed
This weekly macro outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of May 11, 2026.
Key Focus This Week:
- Central banks: Fed Chair Powell’s term ends on 15 May, Senate confirmation of Kevin Warsh TBC this week
- Major data: US inflation, consumption, & output – CPI, PPI, Retail Sales, & Industrial Production Apr
- Key themes: Geopolitical headline risks: US-Iran ceasefire deal, President Trump & President Xi Summit 14-15 May
