Newsletter
Weekly Outlook archive
A short, plain-language read on what moved the major economies last week and what sits on the calendar next. No signals, no calls, no jargon. Just the context, so you can reach your own conclusion.
Subscribers get each issue on the day it is written. It appears here a week later, once the following issue has gone out.
Get it first
The newest issue goes to subscribers and only reaches this page a week later.
One email a week. Unsubscribe in a click.
Past issues
-
Markets watch US inflation data this week as the Fed holds rates elevated despite a cooling economy and badly missed jobs numbers.
Risk appetite is creeping higher as equity markets rally and volatility eases, driven by fading expectations for further rate hikes across major...
-
The Fed, Bank of England, and Bank of Japan all decide policy within days of each other as inflation data tests their next moves.
This week is defined by central bank meetings across three major economies and fresh inflation prints that will shape their decisions. The Fed meets with...
-
Central bank divergence sharpens as the Fed holds tight on sticky inflation while dovish pressure builds in Europe and the UK.
The macro backdrop this week is defined by widening policy paths across major central banks. The Fed remains anchored at elevated rates with inflation...
-
Central bank decisions in Japan, Australia, the United States, and the United Kingdom converge this week as inflation pressures clash with slowing growth across major economies.
Markets are pricing in a risk-on tone with equities higher and volatility lower, but the macro backdrop is anything but settled. Four major central banks...
-
Central bank decisions from the ECB and Bank of Canada headline a week dominated by U.S. inflation data and diverging policy paths across major economies.
Markets are selling off across equities, commodities, and precious metals, with tech stocks leading the decline and volatility rising. The macro backdrop...
New to this? Start with what market context actually means.