This week's five highlights

March 20, 2026 11:00 AM UTC

Slate of Central banks

This week's five highlights

March 13, 2026 11:00 AM UTC

Iran War Scenarios
U.S. February Core CPI has slowed, but inflation not yet defeated
UK GDP More Gloom
DXY Fresh year highs
USD/JPY At intervention Level

This week's five highlights

March 6, 2026 12:00 PM UTC

Markets and the Iran War
U.S. February Employment Not as strong as January
This Week's Fed Speakers
China Aims 4.5-5.0% GDP Growth 
DXY Choppy in range

This week's five highlights

February 27, 2026 12:00 PM UTC

U.S. and Iran
"New" Tariffs From Trump
This Week's Fed Speakers
Tokyo CPI Dips Further Below 2%
Canada Q4 GDP a modest correction 

This week's five highlights

February 20, 2026 10:00 AM UTC

U.S. January Yr/yr ex food and energy CPI slowest since March 2021
FOMC Minutes Shows Splits, But Rate Cuts Should Still Arrive
RBNZ Keeping Their Cool
UK CPI Fresh and Marked Fall Resumes as Core Slips to Cycle-Low?
Washington and Delhi Recalibrate

This week's five highlights

February 13, 2026 12:00 PM UTC

U.S. January Employment Stronger across the board, will keep Fed in no hurry to ease
This Week's Fed Speakers
BoC Minutes Show Steady policy dependent on economy evolving as expected
UK GDP Underlying Economy Fragility Does Continue
Landslide Victory for Japan LDP

This week's five highlights

February 6, 2026 12:00 PM UTC

Market Correction or Profit-Taking?
More Hikes to Come From the RBA
ECB Papering Over the Cracks
EZ HICP Services Inflation Less Resilient as Core Hits Cycle-Low
BOE March Cut and Then More

This week's five highlights

January 30, 2026 10:00 AM UTC

Trump’s Problems
FOMC Pauses With Risks Seen Diminished
USD Hurt by Hedging More than Asset Outflows
Stable Policy Rates for Sweden Riksbank 2026
Bank of Canada Rate Level Still Appropriate But Uncertainty Heightened

This week's five highlights

January 23, 2026 12:00 PM UTC

Trump on Greenland and the Fed
U.S. Initial Claims remain low in payroll survey week, GDP revised higher on inventories
U.S. Personal Income underperforming Spending, Core PCE Prices maintaining trend
BoJ Kept Rates Unchanged with Inflation Forecast Revised Higher
ECB Steady Signals

This week's five highlights

January 16, 2026 12:00 PM UTC

Trump being Trump
U.S. December CPI A Moderate rebound 
U.S. Retail Sales and PPI not far from expectations
This Week's Fed Speakers
Japan Weighs Snap Election

This week's five highlights

January 9, 2026 12:00 PM UTC

Oil and Geopolitics Around Venezuela
U.S. Sphere of Influence or More for Greenland
This Week's Fed Speakers
DXY on a Good Start So Far
EZ Services Inflation Still Resilient But Core Goods Soften Further

This week's five highlights

December 19, 2025 10:00 AM UTC

BoJ Hike by 25bps As Expected
BoE Splits More Entrenched
Is the tariff impact fading Shown in U.S. November CPI 
Sweden Riksbank On Hold and For Some Time Ahead
Norges Bank Still Far Too Cautious Despite Clear Output Gap

This week's five highlights

December 12, 2025 1:00 PM UTC

FOMC eases by 25bps, dots unchanged from September
Powell's Remark Post FOMC
Swiss SNB Preserving Ammunition
Bank of Canada Rate Level Still Appropriate Despite Stronger Data
UK GDP  Shows Underlying and Headline Economy Negative, Fragile and Listless

This week's five highlights

December 5, 2025 10:00 AM UTC

Potential New Dovish Fed Chair 
Could See DXY Extending late-November losses
Services Inflation Still Problematic for EZ
BoE Offers Financial Boost?
USD/JPY Under pressure after Bloomberg Report

This week's five highlights

November 28, 2025 10:00 AM UTC

No More Cut Signaled by RBNZ
More Detail on Japan Stimulus
U.S. Fed's Waller Advocating ease on labor market concerns
U.S. September Retail Sales lose momentum, PPI strong in goods but weak in services
UK Budget Shows Deferring the Fiscal Pain

This week's five highlights

November 21, 2025 10:00 AM UTC

U.S. September Employment Makes Case for a December easing looks a little weaker
And See Risk Asset Continue its Correction
These Week's Fed Speaker
Japan's Takaichi Outlines More Stimulus
UK CPI Down from Likely Peak

This week's five highlights

November 14, 2025 10:00 AM UTC

U.S. Government Reopens After Long Shutdown
This Week's Fed Speakers
UK GDP Shows Underlying Economy Listless
Japan/China Tensions Over Taiwan
Chinese CPI Rises Helped By Government Pressure

This week's five highlights

November 7, 2025 10:00 AM UTC

Fiscal Elephant in the Room Ignored by BOE
RBA's Hawkish tilt
Norges Bank Ready For December Cut?
Riksbank Board Sticks to it Plans
Canada Budget Sees Larger Deficits, Slower Growth

This week's five highlights

October 31, 2025 11:55 AM UTC

U.S-China Trade Tensions Ease, US-Canada Tensions Escalate
FOMC eases by 25bps, to conclude quantitative tightening on December 1
Bank of Canada Hawkish Ease with Current Rate Level Seen as Appropriate
7-2 Hold for BoJ
ECB Hedging its Bets

This week's five highlights

October 24, 2025 12:00 PM UTC

When And How Will the U.S. Government Shutdown End
U.S.-Canada's Fragile Relationship
Firm but a little less so in core rate for U.S. September CPI
A Final and Lower Than Expected UK CPI
New Japan PM Elected

This week's five highlights

October 17, 2025 11:00 AM UTC

U.S-China Trade Tensions May Escalate Further Before Eventually Fading
This Week's Fed Speaker
Japan Political Turbulence Strengthen
First Phrase of India–US Trade Negotiations
UK GDP Moving Sideways At Best

This week's five highlights

October 10, 2025 11:00 AM UTC

No dramatic divisions from FOMC Minutes
This Week's Fed Speakers
RBNZ Provides More Dovish Surprise
Japanese New PM Sunk JPY
Another France Prime Minister Bites the Dust

This week's five highlights

October 3, 2025 10:00 AM UTC

U.S. Government Shutdown Starting October 1
Another Round of Trump Tariffs
FOMC Minutes to show differing views on the future rates path
And this Week's Fed Speakers
Data Dependency Continues for RBA

This week's five highlights

September 26, 2025 10:00 AM UTC

This Week's Fed Speakers
U.S. Initial Claims, GDP revisions, Durables and Trade all stronger than expected
No Deadair For Trump
SNB Staying at Zero 
Riksbank Delivers Final Rate Cut

This week's five highlights

September 19, 2025 10:00 AM UTC

FOMC eases by 25bps, dots see two more 25bps moves this year
BoJ Holding the lines
Guillotine for Gilts after BOE
Clear consensus to ease from Bank of Canada
More Caution But Another Cut Flagged for Norges Bank This Year

This week's five highlights

September 12, 2025 10:00 AM UTC

Japanese PM Ishiba Resigned Under Party Pressure
U.S. August CPI firmer than expected
U.S. March 2025 Non-Farm Payroll Benchmark Revised Down
And more political uncertainty in the U.S.
Steady ECB Council Meeting

This week's five highlights

September 5, 2025 10:00 AM UTC

Trump Keep the Ball Rolling
U.S. August Non-Farm Payrolls Similar to July's
This Week's Fed Speakers
More consolidation for DXY
EZ HICP Headline Inflation Edges Higher

This week's five highlights

August 29, 2025 10:00 AM UTC

Jackson Hole Review
Fed Independence Challenged By Trump
This Week's Fed Speakers
All Lead to USD Chopping Lower
India–US Trade Talks Stalled

This week's five highlights

August 22, 2025 10:00 AM UTC

No Ceasefire Agreement from Trump-Putin Summit
Slow Progress for U.S./China Trade Deal
Riksbank Still Flagging Final Rate Cut
RBNZ Guidance with Dovish Surprise 
UK CPI Pull Even Higher by   Special Factors

This week's five highlights

August 15, 2025 10:00 AM UTC

U.S. July CPI a marginal disappointment
This Week's Fed Speakers
RBA Cut 25bps as expected
Job Concerns Growing for Norges Bank 
Fresh Upside Growth Surprise for UK GDP 

This week's five highlights

August 8, 2025 10:00 AM UTC

Trump Tougher Posture with Russia
And His Barrage of New Tariffs
Are Dragging the DXY Lower
This Week's Fed Speakers
Trump Tougher Posture with Russia

This week's five highlights

August 1, 2025 10:00 AM UTC

U.S.-EU Trade Agreement More a Framework Than a full Deal
No TACO From Trump
FOMC leaves rates unchanged
Consensus to hold for Bank of Canada 
BoJ As Expected

This week's five highlights

July 25, 2025 10:00 AM UTC

Japan's LDP Likely Lose Control of the Japan Upper House
Mission Accomplished for Japan?
Trump Deals with Japan, Philippines and Indonesia
USD/JPY Consolidating
ECB Policy ‘On Hold’ Leaves Easing Door Open

This week's five highlights

July 18, 2025 10:00 AM UTC

Trump’s Tariffs and Markets
This Week's Fed Speakers
And Slate of U.S. Data Showing Limited Tariff pass-through 
China: GDP Resilient in Q2
UK Services Inflation Fails to Fall Further

This week's five highlights

July 11, 2025 10:00 AM UTC

Trump's latest Tariffs
This Week's Fed Speakers
RBA Does not Cut to Market's Surprise
RBNZ Holding on to Their Last Cut
Another Downside Surprise for UK GDP 

This week's five highlights

July 4, 2025 10:00 AM UTC

Trump Tariffs: Update
Some signs of slowing activity in U.S. June Employment 
These Week's Fed Speaker
DXY Fresh Lows
EZ HICP and ECB Strategy

This week's five highlights

June 27, 2025 10:00 AM UTC

The Fragile Ceasefire Between Iran and Israel
Ukraine War Continuing Probability is Now at 70%
This Week's Slate of Fed Speakers
Seems to be tilted dovish
And Could Pressure the DXY

This week's five highlights

June 20, 2025 10:00 AM UTC

Fed Hold Then Cautious Easing
Labour Market Softness Triggers a Dovish BoE Hold 
SNB Cut to Zero, But Negative Rates an Option
Norges Bank Coming (Very) Late to the Party
Riksbank Cuts and Flags Possible Further Move

This week's five highlights

June 13, 2025 10:00 AM UTC

Israel Strikes Iran Nuclear Facilities and Key Target
China and July 9 U.S. Reciprocal Tariff Deadline
U.S. May CPI Shows Little tariff pass-through
Soft U.S. May PPI but recent revisions have been large
UK GDP Overstating Activity

This week's five highlights

June 6, 2025 10:00 AM UTC

Thoughts on Trump’s 50% Steel And Aluminum
Fed Speakers This Week
Some likely slowing for U.S. May Employment 
Consensus to hold in June for Bank of Canada 
China Banking Problems

This week's five highlights

May 30, 2025 10:00 AM UTC

Court Ruling Affects Trump Reciprocal and Fentanyl Tariff
Fed Speakers This Week
RBNZ Sees a Turning Point
US Stepped-Up Tariff Threat on Eurozone
USD/JPY Stays Depressed

This week's five highlights

May 23, 2025 10:00 AM UTC

Fed Speakers This Week
UK-EU Getting Back on the (Political) Fence
RBA Cut by 25bps
How Durable a Surge in UK CPI 
The Greenback Stays Pressured

This week's five highlights

May 16, 2025 10:00 AM UTC

China and UK Precedents for Trump Tariffs
U.S./China Trade Truce Reduce Downside and Extra Stimulus Prospects
India Redraws the Rules
U.S. April CPI Shows Little tariff pass-through so far
UK Q1 GDP Jumps But Erratic and Overstating Activity

This week's five highlights

May 9, 2025 10:00 AM UTC

India, Pakistan, and the New Escalation Paradigm
Tariff Man Posing for Another Strike
FOMC leaves rates unchanged, sees increased risk on both sides of mandate
BoE Divided by Scenarios
Norges Bank Policy Easing Continues to be Deferred
Riksbank Fresh Easing Hints Confirmed

This week's five highlights

May 2, 2025 10:00 AM UTC

The Hope for A Peace Deal in Ukraine Seems Not Close
China South China Sea Tensions
U.S. Q1 GDP dips while Imports Surge goes into Inventories and Business Investment
U.S. April Employment Will Provide few Clear Signals for Labor Market Weakness
BoJ Halved 2025 GDP Forecast 

This week's five highlights

April 25, 2025 10:00 AM UTC

All Eyes Remain on Trump
First Sign of De-escalation between U.S. and China?
Fed Speakers latest View
Minor Rebound for the USD
USD/JPY Continue to Chop

This week's five highlights

April 11, 2025 10:00 AM UTC

U.S. Trade Complication Persists
Prospect of a U.S.-China Trade Deal
U.S. March CPI Shows Pre-tariff momentum appears lower than was realised
And a barrage of Fed Speakers 
USD/JPY Searching for Lower Grounds 

This week's five highlights

April 4, 2025 10:00 AM UTC

Tariff Man In the Spotlight But Inflation may be the biggest worry for the U.S.
The Potential EZ/EU Response for U.S. Tariffs
Fed Speakers' Views
U.S. March Non-Farm Payroll Stronger than January and February
RBA Kept Rates Unchanged

This week's five highlights

March 28, 2025 10:00 AM UTC

Tariff man Strikes Auto
USD/JPY Rose on its Mark
Norges Bank's Policy Easing Delayed but Far From Abandoned
UK Inflation Slips Even as Services Fail to Soften
Bank of Canada March Minutes Debate over the 25bps easing