Key themes for the week ahead – US CPI, speeches It will be a quiet week on the data front as markets digest data and central bank decisions from the last few weeks. Recap from last week Central banks have been shifting to less accommodative monetary policy settings...

Key themes for the week ahead – central bank meetings and US non-farm payrolls This will be another big week of economic data and central bank meetings. Recap Last week, the FOMC announced the end of QE in Mar (end of tapering) and signaled that it would be...

Key themes for the week ahead – FOMC, inflation, and growth momentum amid the latest outbreak This will be a big week of economic data and central bank meetings. Central banks The focus will be on the FOMC monetary policy meeting. The FOMC is expected to confirm the...

Key themes for the week ahead – global inflation, central banks, US housing data This will be a short week in the US with the National holiday for the birthday of Martin Luther King Jr on Monday. The annual WEF gathering at Davos was due to take place this week and...

Key themes for the week ahead – US CPI, Fed nomination hearings, and US retail sales. Last week, the Fed minutes signaled another shift from the FOMC to promote further steps in policy normalization. The timing and conditions for quantitative tightening (QT), or...

Key themes for the week ahead – FOMC Minutes, US Non-Farm Payrolls, and Dec PMI’s In our last outlook note for 2021, we said that the trend of US data over the intervening FOMC meeting period will be important to the timing of the first US rate hike. This is...

Key themes for the week ahead – US inflation, elevated virus uncertainty This will be a quiet data week leading into the Holiday period. The key data highlight will be the monthly US PCE inflation data for Nov. Uncertainty is elevated about the new virus variant....

Key themes for the week ahead – central bank policy decisions, inflation, and output This will be a big week of data and final central bank meetings for the year. The focus for the week will be the FOMC meeting/decision on 15 Dec. Central Banks – Part Two The FOMC...

Key themes for the week ahead – US CPI and central bank policy decisions The key data point this week will be US CPI on Friday. This will also be the first of two weeks of final central bank policy meetings for the year. Also note: the lead-up to the debt ceiling...

Key themes for the week ahead – US non-farm payrolls, growth momentum, and central bank speeches It will be another big week of economic data and central bank speeches. Other things to be aware of this week; the lead-up to the debt ceiling limit, finalizing the...