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…)
by Kim | Jun 29, 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 29, 2026.
Key Focus This Week:
- Central banks: ECB Forum on Central Banking, Sintra – panel discussion including Fed Chair Warsh, RBA Minutes
- Major data: US labor market update Jun, ISM manufacturing PMI, Euro area CPI prelim Jun
- Key themes: Normalisation in the Strait of Hormuz, USMCA 6-year anniversary to trigger renegotiation
(more…)
by Kim | Jun 22, 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 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
(more…)
by Kim | Jun 15, 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 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
(more…)
