Key events this week – US retail sales & housing data, US Fed Chair Powell, CPI’s Mar; Canada, Japan, UK, NZ, and the Euro Area Recap from last week Central bank meetings and minutes underscored shifts in confidence regarding the favorability of inflation...

Key events this week – US CPI & PPI, FOMC Minutes, ECB, BoC, & RBNZ meetings Recap from last week US economic activity has maintained a robust pace of growth so far in the first quarter, with strong labor market conditions persisting through March. In this...

Key events this week – US non-farm payrolls, US Fed Chair Powell speech, ISM & S&P PMIs, ECB & RBA minutes Recap from last week US PCE inflation data for Feb was mixed. Headline US PCE inflation was in line with expectations at +2.4% and was unchanged...

Key events this week – US PCE Inflation, US Fed speeches; Powell, Waller, and Cook Recap from last week Rate cut expectations firmed across several central banks following meetings and inflation reports last week. The exception is the Bank of Japan. In the US, the...

Key events this week – Central bank decisions; FOMC, BoJ, RBA, BoE, and SNB, CPI inflation; Japan, UK, Canada, and Euro Area, US housing data, and G4 prelim PMIs for Mar Recap from last week The US CPI report indicated that progress on disinflation may have stalled...

Key events this week – US: CPI & PPI, retail sales, and industrial production Recap from last week US data last week indicated minimal change in the labor market and growth outlook for the FOMC in two weeks. Although US labor market conditions are gradually...

Key events this week; US Non-Farm Payrolls, US Fed Chair Powell testimony, ECB & BoC Monetary Policy Meetings Recap from last week US PCE inflation, spending, and broader activity data painted a mixed picture last week. US PCE inflation came in as expected with...

Key events this week; Inflation - US PCE inflation, Euro Area CPI, Japanese CPI, Aus CPI; US & Canada Q4 GDP; RBNZ Rates Decision Recap from last week Central bank minutes and speeches were in focus last week. The message theme from the FOMC & ECB minutes and...

Key events this week – Central bank minutes - FOMC, RBA, & ECB; US Fed speeches - Waller, Jefferson, Cook; Inflation - Euro Area CPI, Canada CPI & Aus wages; Prelim S&P PMIs Feb Recap from last week US headline CPI for Jan came in higher than expected but...

Key events this week – US CPI, PPI, & retail sales, Aus labour market survey Recap from last week Among the larger economies, central bank guidance continues to shift from an outright tightening bias to maintaining current interest rates. Recent guidance from the...