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June 26, 2026
Economic Data and Events Week Ahead Jun 29 - Jul 3
June 26, 2026 2:45 PM UTC
The week ahead has plenty of notable events, spanning Eurozone inflation on one side, to US payrolls on the other, and with central bank speakers all round - the ECB Sintra conference at the start of the week hears from Lagarde and then a panel that includes Warsh and Bailey.
Preview: Due July 7 - U.S. May Trade Balance - Advance goods data shows deficit up sharply
June 26, 2026 1:52 PM UTC
We expect a May trade deficit of $78.7bn, up from $55.9bn in April and the widest deficit since a pre-tariff record of $133.0bn in March 2025. We expect a 3.4% decline in exports after four straight gains and a 3.1% increase in imports, which would be a fourth straight gain.
ECB Sin(a)tra Preview: Should the ECB Only Consider My Way?
June 26, 2026 1:29 PM UTC
The speed and manner in which the ECB adopted a hawkish stance is response to the Middle East conflict was no surprise; it has many precedents, some of which have led to policy errors which we think may be being repeated at this juncture. Indeed, despite friendlier price and costs signals, the ECB
U.S. May Advance Goods Trade - Exports slip, imports remain strong, negative for GDP
June 26, 2026 12:50 PM UTC
May’s advance goods US trade deficit of $105.8bn is a sharp deterioration from April’s $83.0bn and the widest deficit since a pre-tariff record of $158.7bn seen in March 2025. Exports plunged by 5.4% after four straight solid gains while imports increased by 3.6%, this the fourth straight solid
Turkiye Inflation Preview: CPI is Expected to Slightly Increase in June
June 26, 2026 12:37 PM UTC
Bottom line: After standing at 32.6% annually in May, we expect consumer price index (CPI) will slightly surge to around 32.8%-33.0% y/y in June due to secondary impacts of the energy price shocks stemming from Middle East tensions. June print will be announced by Turkish Statistical Institute (TU
