Monday Macro: Beware Diesel Prices & Bans, and More on the UK Economy
The week ahead features a fair dollop of labour market data releases in the all-important US economy, topped off by September’s employment report...
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Monday Macro: equity markets look more vulnerable, yet earnings are still surging and valuations...
The standout release stateside is Wednesday’s S&P Global flash manufacturing and services PMIs for September, which will give investors a good...
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Oracle Reports This Week, UK GDP Numbers. Remember, September Is Always Volatile ...
The consensus estimates for UK monthly GDP (July) is for flat growth (0.0% month-on-month), following June’s surprise 0.3% jump (which had itself...
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Weekly letter: Warsh reassures bond investors and hurts gold prices, Nvidia’s impressive numbers...
The ISM surveys (manufacturing Tuesday, services Thursday) will also be closely watched as real-time indicators of whether the US economy is...
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Monday Macro – Peace in our time (!)
The key day is probably Thursday over in the US: we’ve got the final Q1-2026 GDP, May PCED, May durable goods orders, and weekly jobless claims.
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