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Week Ahead

6

Jan 2026
Week Ahead: Venezuela Upends Early-2026 Market Assumptions

Overview Venezuela’s political shock is reshaping oil supply expectations and influencing Fed policy pricing. Oil prices may remain supported in the short term but continue to carry a structurally deflationary outlook over the longer run. Fed policy expectations may tilt …

22

Dec 2025
Week Ahead: Japan Shifts Gears Without Shocking Markets

The week ahead appears light on the economic calendar but active on the charts. As year-end liquidity thins, even modest data surprises could push USD, gold, and crypto beyond their recent ranges. The Bank of Japan raised its policy rate …

15

Dec 2025
Week Ahead: AI Spending Tests Market Conviction

Key Points AI infrastructure investment continues to be a major influence on US equity sentiment. Traders assess whether elevated capex can continue to justify current valuations. US Non-Farm Payrolls and the BOJ policy decision headline this week’s macro calendar. USD, …

9

Dec 2025
Week Ahead: US Rate Cut Takes Centre Stage

Key Points The Fed’s rate decision and Powell’s guidance will set the tone for global markets this week. Traders should monitor BOJ commentary closely as yen carry-trade risks continue to rise. Key data releases include JOLTS, the Federal Funds Rate, …

2

Dec 2025
Week Ahead: Key US Data to Challenge the Dovish Fed Shift

Key Points December rate-cut expectations have surged to nearly 87%, but the outlook remains data-dependent as ISM PMI, ADP employment, and the PCE price index serve as the final major signals before the FOMC. This week’s economic releases could either …

26

Nov 2025
Week Ahead: Markets Shift Focus to US PPI & GDP as Rate-Cut Bets Rise

Key Points Market attention turns to the 10 December FOMC meeting for clarity on a possible 25 bps rate cut. USD softens as FedWatch now shows a 71% probability of easing. Risk sentiment improves, with gold finding strong support around …

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