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Newsquawk

June 29, 2026

Week in Focus

Weekly UpdateRates Govt BondsFXMacro Economic IndicatorsEnergyIndustrials

This report highlights the upcoming economic schedule for late June and early July 2026, focusing on key data releases such as US non-farm payrolls, Japanese Tankan index, and Eurozone flash CPI. It also reviews recent policy decisions from the PBoC, BoC, and Banxico alongside inflation updates in Canada and Australia.

Key Takeaways

  • 1.Central banks, including the BoJ and ECB, are navigating complex inflation data with a data-dependent approach, while the US focuses on NFP reports to gauge labor market strength.
  • 2.Global manufacturing PMIs show resilience, though factory expansion is linked to supply chain disruptions and geopolitical risks rather than robust demand.

Table of Contents

  • WEEK AHEAD
  • WEEK IN REVIEW

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Authors

Author(s)

Securities

AUDUSD

Themes

Central Bank Policy NormalizationInflation ConvergenceSupply Chain Disruption

Regions

EuropeAsia PacificUnited StatesJapanAustralia