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Week Ahead

25

Aug 2025
Week ahead: Jackson Hole looms over trading floors

Markets face potential volatility this week as investors look to Fed Chair Powell’s Jackson Hole speech for policy clues. Nvidia’s earnings on 27 August will influence tech sentiment, particularly regarding AI demand amid geopolitical tensions. Defence stocks remain sensitive to …

11

Aug 2025
Week ahead: From rally mode to reality check

After a blazing start to 2025, Wall Street is now entering the part of the climb where the pace naturally eases. Earnings continue to grow, but the breakneck speed of the first half of the year is moderating. The S&P …

4

Aug 2025
Week ahead: Tariffs test market momentum

As August begins, markets face key events that could shift risk sentiment — from new US tariffs and central bank moves to trade shifts and supply concerns. With slowing momentum and diverging inflation trends, this week may prove pivotal for …

28

Jul 2025
Week ahead: Summer calm faces macro storm

As July ends, markets face a crucial transition: fading trade optimism, rising inflation risks, and major central bank meetings – including the Fed and the BOJ – will test momentum. With low summer liquidity, macro shocks could trigger outsized swings. …

21

Jul 2025
Week ahead: Japanese elections add global uncertainty

With a potential Fed rate cut in focus, markets remain perched between bullish momentum as well as political and central banks uncertainty. Key inflation figures, central bank decisions, and global political shifts could be the major volatility triggers, defining the …

14

Jul 2025
Week ahead: Inflation shock on the horizon

The week of mid-July is packed with pivotal US inflation data, Chinese GDP and retail sales figures, and the UK’s inflation and GDP updates. Tariff tensions, earnings season, and the G20 finance meeting in South Africa further shape the global …

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