by Kim | Jun 1, 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 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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by Kim | May 25, 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 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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by Kim | May 18, 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 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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by Kim | May 11, 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 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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by Kim | May 4, 2026
This weekly macro outlook highlights the key economic events, central bank meetings, and macro themes shaping global markets for the week of May 4, 2026.
Key Focus This Week:
- Central bank meetings: RBA
- Major data: US labor market update Apr, ISM services PMI Apr, Final S&P global PMIs
- Key themes: US-Iran geopolitical headline risks
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