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Key Events: UK Data Landslide
Macro Hive
Key Events G10 In the US, there is only one key data point: S&P PMIs – Friday. These are more a trading than an economic event as PMIs have decoupled from GDP. Please see our event monitor for market impact. Otherwise, this is a data-lite week. Market-moving surprises will more likely come from President Trump’s […]
The Week Ahead: The Trends Behind the Noise
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the big miss in US retail sales and the CPI beat, including January seasonality and the longer-term impact on Fed policy! This coming week brings key housing data, consumer confidence data, as well as Fed minutes and likely noise around Trump tariffs.
Key Events: Will CPI Remain Rangebound Under Trump?
Macro Hive
Key Events G10 In the US, there is… CPI – Wednesday. Consensus expecting rangebound CPI (2.9% core YoY) makes sense. Thursday’s PPI will provide an estimate for core PCE that I also expect to be near the current 2.6-2.8% range. Retail sales – Friday. The control group consensus (used to estimate consumption in the GDP […]
The Week Ahead: Are Markets Missing the Trump Revolution?
Macro Hive
Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss Trump's revolution, US budget negotiations, NFP, and more!