Overview of upcoming US inflation data for August, with expectations for a year-over-year CPI drop to 2.6% and core CPI holding steady at 3.2%. Markets will also focus on U.S. PPI data, which is forecasted to show mild growth, reinforcing potential easing inflationary pressures.
The Reserve Bank of New Zealand meets on Wednesday, July 10, 2024. We preview what to expect from the meeting and its possible impact on the NZD/USD.
US labour market conditions are expected to have softened in June. The latest Non-Farm Payrolls data will be released on Friday, July 5th, 2024.
The markets expect to see signs of continued disinflation in the United States. The latest PCE Index data, the US Federal Reserve’s preferred inflation gauge, is released on June 28, 2024.
The Reserve Bank of Australia is expected to keep interest rates unchanged at 4.35% when it meets on Tuesday, June 18th, 2024, at 2:30 PM (AEST).
The Bank of Japan meets on Friday, 14th of June, 2024. We preview what to expect from the BOJ decision and how it might impact the USD/JPY and Nikkei 225.
US labour market conditions are expected to have remained stable in May. The latest Non-Farm Payrolls data will be released on Friday, June 7th, 2024, and will provide a health check on the US jobs market.
Higher-than-expected monthly CPI data watered down expectations for RBA interest rate cuts in 2024; the markets will now shift attention to quarterly GDP data on Wednesday, June 5.
The markets continue to look for signals of disinflation in the United States. The latest PCE Index data, the US Federal Reserve’s preferred inflation gauge, is released on May 31, 2024.
The EURGBP is driven by the question: which cuts first, the ECB or the BOE? Currently, swaps markets (chart below) imply that it will be the ECB (blue line).
Nvidia (NVDA) reports its Q1 results after the closing bell on Wednesday, May 22nd. We preview what to expect from Nvidia’s earnings and analyse its stock's technicals.
The first lot of Wall Street’s mega-cap tech companies report in the coming week. We preview what to expect from Tesla, Alphabet, Meta, and Microsoft’s quarterly results.
The first major US banks report quarterly earnings on Friday, April 12th, 2024. We preview what to expect from JP Morgan, Citigroup, and Wells Fargo's quarterly numbers.