The week of November 10–14 arrives in the shadow of the longest-running U.S. government shutdown, creating data visibility issues that keep markets on edge. With major U.S. inflation and employment data likely delayed or cancelled, investors will instead lean heavily on central-bank commentary, business sentiment surveys, and corporate earnings to gauge policy direction. Globally, key […]
The week of November 3–7 brings a loaded calendar of macro data and earnings news that could shape market tone for the rest of Q4. In the U.S., economic releases such as the ISM manufacturing and services PMIs, payroll data and consumer confidence will be closely watched amid a prolonged government shutdown that has clouded […]
The week of October 21–24 begins amid a mix of high-stakes macroeconomic releases and persistent geopolitical uncertainty, setting the stage for potentially sharp market moves. In the United States, markets will focus on delayed inflation data, key PMI updates, and the latest corporate earnings, all under the shadow of the ongoing government shutdown, which continues […]
The week of October 14 – 19 promises to be closely watched as markets wrestle with conflicting forces: easing trade tensions, inflation surprises, and central bank messaging. In the U.S., attention will focus on inflation data, industrial production, and whether the government shutdown further clouds economic visibility. In Europe, political situation, especially in France, and […]
The week of October 6–10 promises to be consequential for global markets as investors weigh fresh central bank commentary against underlying data trends and external risks. In the United States, focus will center on the FOMC minutes and speeches from Federal Reserve officials, as markets assess whether the path toward further easing remains credible amid […]
The week of September 29 – October 3 will keep global markets on edge as investors balance the risk of a potential U.S. government shutdown with high-impact economic releases. In the U.S., focus will fall on ISM/PMI data midweek and Friday’s nonfarm payrolls (NFP), both critical for shaping Fed expectations. In Asia, Japan’s policy debates […]
The week of September 22–26 will keep global markets on alert as investors weigh moderate Fed rhetoric and upcoming PCE data against the dollar’s fragile rebound. In the U.S., attention will turn to PMI surveys, durable goods orders, and the final GDP estimate, while ongoing trade negotiations with China and the yuan’s strength remain key […]
The week of September 15–19 will be pivotal for global markets, with the Federal Reserve widely expected to cut rates and unveil its updated “dot plot,” while investors assess whether policymakers will align with calls for three cuts this year. The Bank of Canada is also projected to ease policy by 25 basis points amid […]
The week of September 8–12 will be pivotal for global markets, with U.S. CPI and PPI reports in focus ahead of the Federal Reserve’s September meeting, where a 25-basis-point cut is widely expected, though a larger move remains possible. In Europe, the ECB is set to hold rates and may signal an extended pause, while […]
The week of September 1–5 will be crucial for global markets. In the U.S., attention will center on the August jobs report after July’s surprise weakness, alongside ISM PMIs for signs of tariff-driven price pressures. In Europe, preliminary eurozone CPI data will be key for gauging the ECB’s policy stance, while in Canada, employment figures […]
