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Week Ahead

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 …

7

Jul 2025
Week ahead: Markets eye 9 July tariff deadline

Entering mid-July, markets face a transitional phase as trade policy uncertainties, central bank commentary, and macroeconomic data shape sentiment. With the US tariff pause set to expire on 9 July, investors remain cautious. This week’s influences include the Fed’s July …

30

Jun 2025
Week ahead: Key US data to move markets in quiet week

This week’s shortened US trading schedule due to Independence Day may compress volatility into early sessions, particularly ahead of critical releases such as the US jobs report and ISM data. Commodities remain firmly supported by elevated geopolitical risks, especially in …

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