The Weekly Macro Outlook

Key themes for the week ahead – US inflation, Fed taper signalling, and rates. Despite the headline disappointment, US payrolls growth was interpreted as good enough to keep a possible taper announcement on track for Nov (FOMC 3 Nov 2021). This week, we’ll watch the...

The focus for the week ahead will be on US non-farm payrolls and several central bank meetings. This week the RBA and RBNZ will meet to review monetary policy settings. The RBA is expected to hold rates unchanged at 0.10%. There is a chance that the RBNZ will raise...

The focus for the week ahead will be on US Fed and central bank speeches, and inflation data. This week, the ECB will host the Forum on Central Banking on 28-29 Sep. US Fed Chair Powell will take part along with other major central bank leaders. There is potential for...

The focus for the week ahead will be firmly on the US FOMC policy decision and a notable number of other central bank meetings. The FOMC will meet this week and submit new economic projections (SEP). The policy decision is likely to include a timeline for tapering –...

The focus on the week ahead will be on US data – notably the CPI for Aug, retail sales, and consumer sentiment. It will be a quiet week on the central bank front ahead of the FOMC meeting next week. This week, the US CPI for Aug will be reported, and the pace of...

The focus for the week ahead will be on central bank rate decisions. It will be a light data week – with US JOLTS for Jul and US PPI for Aug in focus. This week, the RBA, BoC, and ECB will meet on monetary policy. The expectations are for no change to policy settings...

The focus for the week ahead will be on US non-farm payrolls for Aug and growth momentum. It will be a surprisingly quiet week on the central bank front ahead of key meetings next week (RBA, BoC, and ECB next week). Next Monday will be the US Labour Day holiday long...

The focus for the week ahead will be on growth and the US Federal Reserve Jackson Hole Policy Symposium to be held on Friday 27 Aug. The growth outlook is under question with the Delta virus gaining a foothold across several countries, including the US. This will be...

The focus for the week ahead will be on US retail sales and central bank messaging. This week, minutes from the latest FOMC and RBA meetings will be released. The FOMC minutes will be further scrutinized for any hints of a shift in the message – especially with the...

The focus for the week ahead will be on US CPI, PPI, and JOLTS data. It will be a quiet week on the central bank front. US data last week provided a reasonably strong view of the economy. Non-farm payrolls growth exceeded expectations for Jul and the prior two months...