by Kim | Aug 3, 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 3, 2026.
Key Focus This Week:
- Central banks: Fed speeches (Cook – economic outlook)
- Major data: US labor market (Jul) & ISM PMI’s, NZ labor market Q2, Canada labour market (Jul), S&P Global PMI’s July
- Key themes: US Treasury Financing Update Q3 & Q4, Geopolitical tensions – Middle East
(more…)
by Kim | Jul 27, 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 July 27, 2026.
Key Focus This Week:
- Central banks: FOMC, BoE, & BoJ Monetary Policy Meetings
- Major data: US PCE Inflation & Q2 GDP, Euro area CPI & Q2 GDP
- Key themes: US-Iran conflict, Q2 tech earnings
(more…)
by Kim | Jul 20, 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 July 20, 2026.
Key Focus This Week:
- Central banks: ECB Monetary Policy Meeting
- Major data: Global CPI Reports: Canada, NZ, the UK, & Japan, S&P flash PMI’s July
- Key themes: US-Iran conflict escalation returns, Q2 tech earnings
(more…)
by Kim | Jul 13, 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 July 13, 2026.
Key Focus This Week:
- Central banks: Fed Chair Warsh testimony, Governors Waller & Cook – Economic Outlook speeches, BoC Monetary Policy Meeting
- Major data: US CPI, PPI, Retail Sales, Housing, & Output data (June), China GDP
- Key themes: Geopolitical – Risk of US-Iran conflict escalation returns
(more…)
by Kim | Jul 6, 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 July 6, 2026.
Key Focus This Week:
- Central banks: FOMC Minutes, RBNZ Monetary Policy Meeting, European System of Central Banks Conference & US Fed Governor Waller panel discussion, BoC Outlook Survey
- Major data: ISM Services PMI, S&P Global Services PMI’s, Canada Labour Market
- Key themes: receding geopolitical threats
(more…)