The Weekly Macro Outlook

Key themes for the week ahead – inflation & central bank speeches It’s been a huge two weeks of central bank policy decisions. Central Banks acknowledged that inflation has not been as transitory as they had initially expected – due to persistent demand/supply...

Key themes for the week ahead – central bank policy decisions part 2, US payrolls, and global growth momentum. This is the second of two weeks of major central bank policy decisions. The context of these meetings is significant as markets continue to bring forward...

Key themes for the week ahead – central bank policy decisions, inflation, and US growth (tech earnings too). This will be the first of two weeks of major central bank policy decisions. This week: the BoC, BoJ, and ECB. Next week: the RBA, FOMC, and BoE. Policy...

Key themes for the week ahead – growth momentum & output, inflation, and US housing data. A quieter week on the data front, but a lot of Fed speak this week. There will be US Fed speeches on most days this week. Chair Powell was expected to speak later in the week...

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...