The focus this week will be on US data, Fed speeches, and the passage of the next US stimulus bill through the House of Representatives. The main data releases in the US include personal income, expenditure, and prices for Jan, the final read on consumer sentiment for...

The focus this week will be on the pace of global growth momentum in Feb, Central Bank minutes, and the development of the next US stimulus package. The prelim global PMI’s for Feb will be released across the larger economies this week. While infection rates have...

A much quieter week on the data front. The main US data releases this week will be the University of Michigan consumer sentiment data for early Feb and CPI for Jan. We continue to follow the initial jobless claims as one of the higher frequency indicators of...

The focus this week will be on the momentum of private sector growth for Jan, including US non-farm payroll growth, global PMI’s, and several central bank monetary policy decisions. This week the BoE and RBA will meet on monetary policy. The final global PMI’s for Jan...

Mostly US-focused data releases and the FOMC meeting this week. The US FOMC two-day meeting will be held this week with the policy decision announced on Wed 27 Jan. The expectation is for rates and other policy settings to remain unchanged. The press conference is...

The main highlights for this week are the Inauguration of Joe Biden as the next US President, the prelim global PMI’s for Jan, and the ECB and BoJ interest rate decisions. This week, Joe Biden will be inaugurated as the next US President. Four areas have been...

The weekly macro review for w/c 4 January 2021 - It was a turbulent week with further social and political unrest in the US, some weak data points, and continued peaks in Covid-19 infections and deaths. In the US, the Democrats won the two Senate runoff races in...

It will be a relatively full week for the first week of the New Year. In the US, the focus will be on the results of the two important Georgia Senate runoff elections this week. The results will determine which party will control the US Senate. The focus over the next...

Highlights for the short week between the Christmas and New Year break include the sign off on the latest US government spending and relief bill and a light data week. News of the Covid-19 vaccination rollout is running alongside reports of new outbreaks, new...

The weekly macro review for w/c 14 December 2020 - Last week we noted that sentiment across many countries had been buoyed by news of a Covid-19 vaccine. But this has not stopped the rolling outbreaks from continuing to affect economies and households. In many cases,...