Weekly Macro Outlook: CPI Policy Stakes

by | Sep 7, 2026

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of September 7, 2026.

Key Focus This Week:

  • Central banks: ECB Monetary Policy Meeting, Fed Blackout Period
  • Major data: US CPI & PPI August
  • Key themes: Middle East conflict developments
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Weekly Macro Outlook: Labor Market Resilience

by | Aug 31, 2026

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of August 31, 2026.

Key Focus This Week:

  • Central banks: RBNZ & BoC Monetary Policy Meetings, Fed Gov Waller – Econ Outlook speech
  • Major data: US non-farm payrolls/labor market Aug, ISM PMIs, Aus GDP Q2, Euro area CPI prelim Aug
  • Key themes: Middle East conflict developments
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Weekly Macro Outlook: Jackson Hole

by | Aug 24, 2026

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of August 24, 2026.

Key Focus This Week:

  • Central banks: Chair Warsh speech – Jackson Hole Symposium, ECB & RBA Minutes
  • Major data: US – PCE Inflation, Spending, & Income July, US GDP Q2, Aus CPI July
  • Key themes: Middle East diplomatic progress
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Weekly Macro Outlook: FOMC Minutes

by | Aug 17, 2026

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of August 17, 2026.

Key Focus This Week:

  • Central banks: FOMC Minutes, ECB Minutes
  • Major data: US output & housing data July, global CPI reports July (Canada, UK, Euro area, & Japan), Aussie labour market July, S&P Prelim PMIs August
  • Key themes: Middle East diplomatic progress
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Weekly Macro Outlook: Fed Looks For Disinflation

by | Aug 10, 2026

This Weekly Macro Outlook highlights the key economic data releases, central bank events & speeches, and macro themes shaping global markets for the week of August 10, 2026.

Key Focus This Week:

  • Central banks: RBA Monetary Policy Meeting         
  • Major data: US CPI, PPI, & Retail Sales (July)
  • Key themes: Middle East diplomatic progress
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