Recurring series
Crédit Agricole CIBUS Macro Weekly
Finvaulta tracks 4 editions of US Macro Weekly from Crédit Agricole CIB, published between May 19, 2026 and June 26, 2026. Each edition is summarized on its own page.
Latest edition · June 26, 2026
CACIB US Macro Weekly Jobs data in focus 20260626
This report provides a US macroeconomic outlook, projecting steady but slowing growth through 2026. The analyst maintains a base case for an extended Fed hold, albeit with increased risks of rate hikes due to inflation stickiness and geopolitical headwinds.
The report highlights the labor market's cooling but resilience, with the June jobs report being the key focus. Despite sticky core PCE inflation at 3.4% YoY, the Fed's stance remains on hold through 2026, though the asymmetric reaction function means persistent inflation or strong labor data could force policy reconsiderations. AI-driven capital investment is cited as a key support for economic growth in the face of headwinds from the ongoing war in Iran.
Read the latest edition in fullKey takeaways from the latest edition
- 1.The Fed is expected to hold rates through end-2026, though persistent sticky inflation and potential rate hikes are considered a 'realistic possibility' due to geopolitical risks.
- 2.Jobs data remains a primary focus, with NFP expected to step down to +105k in June while the unemployment rate is projected to hold steady at 4.3%.
- 3.The US economy shows resilience despite regional instability, with investment in AI categories driving growth expectations for Q226.
What this series covers
- Week ahead
- Week in review
- US Economic Outlook
- US Macro Weekly: Economic Calendar
- US Macro Weekly: Economic Calendar (extended)
- Week(s) ahead
- Data Review
- Fed
- Washington DC
- Markets
- US Dashboards
- US Inflation Forecast
- Macro Research advanced tools
Edition archive
Series at a glance
- Editions tracked
- 4
- First edition
- May 19, 2026
- Latest edition
- June 26, 2026