Weekly Macro Outlook: Underlying Inflation Risks

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
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Weekly Macro Outlook: Central Bank Outlook

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 8, 2026.

Key Focus This Week:

  • Central banks: ECB and BoC monetary policy meetings
  • Major data: US CPI and PPI for May, China data (CPI, trade data)
  • Key themes: Progress on conflict resolution
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Weekly Macro Outlook: Assessing Labor Market Risks

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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Weekly Macro Outlook: Assessing Inflation Impacts

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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Weekly Macro Outlook: Inflation Risks Build

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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Weekly Macro Outlook: Inflation, Geopolitics, and the Fed

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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