Weekly Macro Outlook: Evolving Balance of Risks

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of June 22, 2026.

Key Focus This Week:

  • Central banks: Speeches – Fed, RBA, ECB, BoC
  • Major data: US PCE inflation, spending & income, US GDP Q1 Final, Canada & Tokyo CPI, Aus CPI & labour market, S&P Prelim PMIs
  • Key themes: Strait of Hormuz open, UK PM/leadership change
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Weekly Macro Outlook: Underlying Inflation Risks

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of June 15, 2026.

Key Focus This Week:

  • Central banks: FOMC (New Fed Chair Warsh), RBA, BoJ, BoE, SNB meetings
  • Major data: US Retail Sales, UK and Japan CPI
  • Key themes: Progress on the Iran conflict resolution, UK by-election, G7 meeting
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Weekly Macro Outlook: Central Bank Outlook

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of June 8, 2026.

Key Focus This Week:

  • Central banks: ECB and BoC monetary policy meetings
  • Major data: US CPI and PPI for May, China data (CPI, trade data)
  • Key themes: Progress on conflict resolution
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Weekly Macro Outlook: Assessing Labor Market Risks

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of June 1, 2026.

Key Focus This Week:

  • Central banks: BoJ Gov Ueda speech
  • Major data: US Non-Farm Payrolls, Beige Book, Factory Orders, and ISM PMIs
  • Key themes: Geopolitical/ceasefire developments between US & Iran
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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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