Weekly Macro Outlook: Labor Market Preview

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
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Weekly Macro Outlook: Central Bank Preview

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
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Weekly Macro Outlook: Inflation Risks Persist

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
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Weekly Macro Outlook: The Inflation Test

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
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Weekly Macro Outlook: Retaining Optionality

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
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