Weekly Macro Outlook: More Policy, Data, Crosscurrents

by | Nov 2, 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 November 2, 2026.

Key Focus This Week:

  • Central banks: Meetings – BOE, RBA, Fed speeches – Williams
  • Major data: US payroll & labor report, US ISM surveys, Euro area CPI, S&P Global PMIs
  • Macro Backdrop: Middle East conflict developments, US mid-term elections
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Weekly Macro Outlook: Policy, Data, Crosscurrents

by | Oct 26, 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 October 26, 2026.

Key Focus This Week:

  • Central banks: Meetings – FOMC, RBNZ, BOC, ECB, BOJ
  • Major data: US PCE Inflation & Q3 Prelim GDP, AUS CPI Q3
  • Key themes: Middle East conflict developments, US mid-term election countdown, Tech earnings
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Weekly Macro Outlook: Global CPI Reports

by | Oct 19, 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 October 19, 2026.

Key Focus This Week:

  • Central banks: FOMC blackout period
  • Major data: global CPI data September – Canada, the UK, NZ, & Japan, S&P Prelim PMIs Oct
  • Key themes: Middle East conflict developments, US mid-term election countdown
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Weekly Macro Outlook: Sufficient Inflation Progress?

by | Oct 12, 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 October 12, 2026.

Key Focus This Week:

  • Central banks: RBA Minutes, Fed Chair Warsh IMF discussion, US Fed Beige Book
  • Major data: US – CPI, PPI, & Retail Sales, Aus Labour Market
  • Key themes: Middle East conflict developments, US mid-term election countdown
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Weekly Macro Outlook: FOMC Minutes

by | Oct 5, 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 October 5, 2026.

Key Focus This Week:

  • Central banks: FOMC Minutes, Fed Waller speech
  • Major data: US ISM Services PMI Sept & limited US growth inputs, Final Global S&P PMIs Sept
  • Key themes: Middle East conflict developments, US mid-term election countdown
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Weekly Macro Outlook: Data Dependence

by | Sep 28, 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 September 28, 2026.

Key Focus This Week:

  • Central banks: RBA Monetary Policy Meeting, US Fed speeches
  • Major data: US labor market update, PCE Inflation, & GDP, CPI – Aus, Euro area, & Tokyo
  • Key themes: Middle East conflict developments
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