Weekly Macro Outlook: Data Dependence

by | Sep 28, 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 28, 2026.

Key Focus This Week:

  • Central banks: RBA Monetary Policy Meeting, US Fed speeches
  • Major data: US labor market update, PCE Inflation, & GDP, CPI – Aus, Euro area, & Tokyo
  • Key themes: Middle East conflict developments
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Weekly Macro Outlook: Growth Resilience

by | Sep 21, 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 21, 2026.

Key Focus This Week:

  • Central banks: Fed speeches: Vice Chair Jefferson & NY Fed Williams, RBA Governor Bullock
  • Major data: S&P Global Prelim PMIs Sept, US durable goods orders, Aussie labour market
  • Key themes: Trump/Xi Meeting, Middle East conflict developments
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Weekly Macro Outlook: Fed Doctrine Test

by | Sep 14, 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 14, 2026.

Key Focus This Week:

  • Central banks: FOMC, BoE, & BoJ Monetary Policy Decisions
  • Major data: US Retail Sales, Global CPI reports: Canada, the UK, Euro area, and Japan
  • Key themes: Middle East conflict developments
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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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