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Global Week Ahead: Archive

John Blank

Stocks Rise. No Macro Visibility: Global Week Ahead

The U.S. government has shut down. But that hasn't prevented stocks from hitting more record highs, fully confident that bullish rate cuts will keep momentum going.

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John Blank

Back to Nonfarm Payrolls: Global Week Ahead

As share markets gear up for the home stretch of an eventful year, loads of key macro data in the U.S. and in Japan is due.

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John Blank

Fraught Time for a UN General Assembly: Global Week Ahead

There is no shortage of hot-button issues at the annual gathering, which will be dominated by President Trump's return to the rostrum, war in Gaza and Ukraine and nuclear tensions with Iran.

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John Blank

Central Bank Decisions: Global Week Ahead

The U.S. Federal Reserve is one of a number of major central banks that meets in the coming week to set monetary policy. Its decision could set the tone for risk markets for the rest of the year.

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John Blank

Whither U.S. Consumer Price Inflation? Global Week Ahead

The European Central Bank (ECB) meets on Thursday, and investors brace for key macro data from the U.S., Mainland China and Japan.

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John Blank

September Markets Can Be Volatile: Global Week Ahead

This is a short 4-day trading week. But since it is the start of the month of September, it is packed with key macro data. The week ends with the critical U.S. August nonfarm payroll number.

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John Blank

Global Week Ahead: The "AI" King Nvidia Reports Results

The first $4 trillion company takes center stage this week, just as the market shows signs of caution amid the ongoing AI boom. John Blank breaks down the key NVIDIA report along with other major global developments that investors need to watch.

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John Blank

Has Stagflation Arrived in the USA? Global Week Ahead

About 60% of global investors surveyed by Bank of America think U.S. stagflation could be the dominant global market regime within three months.

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John Blank

Global Week Ahead: A China Trade Deadline & Ukraine Talks

Alongside all the geopolitical developments, this busy week also features a CPI report that may offer clearer insight into how tariffs are affecting U.S. inflation.

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John Blank

An August Trading Lull? Global Week Ahead

After the nonfarm payroll print, this week looks fairly quiet on the macro data front. It is the summer holiday period of August in the Western Hemisphere.

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John Blank

The August 1st Tariff Deadline: Global Week Ahead

Stocks are near record highs and volatility is low. Even with a Federal Reserve meeting and U.S. jobs data on the slate, President Trump's beef with Fed Chair Powell shows no signs of easing.

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John Blank

Q2 Earnings Season Ramps Up: Global Week Ahead

U.S. corporate earnings season kicks into high gear with market heavyweights Alphabet (GOOGL) and Tesla (TSLA) leading the charge.

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John Blank

Q2 Earnings & CPI Data for June: Global Week Ahead

June Consumer Price Inflation (CPI) data lands for the U.S. and U.K., and GDP growth and Retail Sales numbers come out for Mainland China.

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John Blank

New U.S. Trade Deals, or Not? Global Week Ahead

Investors await President Trump's July 9th deadline for trade partners to strike deals on tariffs with a degree of equanimity. What happens beyond that has the power to stir up more volatility and uncertainty.

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John Blank

First Half of 2025 Is Over! Global Week Ahead

Even the most grizzled of traders have been shocked by the rodeo ride. Some describe it as a once-in-a-generation "great rotation."

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John Blank

Fed Chair Powell Testifies: Global Week Ahead

Markets will look to Fed boss Jerome Powell to elaborate on what his expectation for "meaningful" inflation means for the rate outlook when he testifies before Senate and House committees on Tuesday and Wednesday.

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John Blank

World's Major Leaders & Central Banks Meet: Global Week Ahead

Geopolitics, trade and much more will be on the table at the Group of Seven's June 15-17 summit in Alberta, Canada.

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John Blank

Tariff Tactics: Global Week Ahead

In the last month, there have been just seven days when the VIX has popped above 20, compared with every day from April 2 "Liberation Day" to early May. If anything, the TACO trade is taking some spice out of the market.

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John Blank

The May U.S. Job Addition Consensus Looks OK: Global Week Ahead

The May U.S. jobs report will provide key insight into the state of the economy heading into another bout of trade turbulence.

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John Blank

May U.S. Job Addition Consensus Looks OK: Global Week Ahead

Friday's report is expected to show the economy created 130,000 new jobs, according to a Reuters poll, down from a higher-than-expected 177,000 in April.

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John Blank

NVIDIA Q1 Earnings Closes the Season: Global Week Ahead

Chip behemoth??Nvidia (NVDA) is closing the U.S. earnings season. Also, investors digest the appearance of the bond vigilantes, in the usually rather sedate corner of long-term government debt.

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John Blank

Big-Box Retailers Supply Earnings: Global Week Ahead

U.S. shelves may not be empty at Christmas, after all. But trade tensions have not disappeared. They have merely receded.

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John Blank

April CPI and U.S. Retail Sales Inform: Global Week Ahead

A fresh look at inflation and consumer spending are the highlights of a busy week of U.S. data as investors and policymakers assess how Trump's tariffs are affecting growth and prices.

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John Blank

A Fed Meeting Clarifies the Outlook: Global Week Ahead

The Fed's policy meeting follows data showing a contraction in first-quarter U.S. GDP and pressure from the president on the central bank to cut interest rates.

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John Blank

Mega-Cap Reports for Q1, Plus Outlooks: Global Week Ahead

Apple (AAPL), Microsoft (MSFT), Amazon (AMZN) and Meta Platforms (META) deliver quarterly results in the coming week, which will also feature some big economic indicators.

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