Mars Market Update: May 26th, 2026 – Bulls Extend

Last week, equity markets held near term support and extended higher as the bears failed to see downside follow through. The bull market rally continues to extend higher with no confirmation of a tradable top. While this rally counts best as an ending 5th wave, hope springs eternal and the bull market remains intact until […]

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
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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

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Mars Market Update: May 18th, 2026 – Reversal Risk

Last week, equities extended higher towards the target zone before reversing lower late in the week. There are enough waves in place to complete the impulsive rally from the March lows but there is no confirmation of a tradable top. Bears need to see downside follow through this week and extend this decline immediately lower […]

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  
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