Economics Week Ahead

Weekly UpdateMacro Economic IndicatorsReal EstateRates Govt BondsReal EstateConsumer Discretionary

This report previews upcoming economic data for the U.S., Australia, and Brazil, highlighting a strained U.S. consumer and persistent global inflation risks.

Key Takeaways

  • 1.U.S. consumer spending is resilient but facing strain from higher prices and stagnant real income growth.
  • 2.U.S. housing demand is cooling as mortgage rates rise back toward 6.5%, impacting new home sales.
  • 3.Australia's inflation remains high (4.7% YoY expected), driven by fuel surcharges and seasonal travel costs.

Table of Contents

  • United States:
  • G10 Economies:
  • Emerging Markets:
  • U.S. Week Ahead
  • G10 Week Ahead
  • EM Week Ahead
  • Economist(s)
  • Required Disclosures

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Authors

Tom PorcelliTim Quinlan

Securities

RBA Cash Rate

Themes

Strained Consumer Purchasing PowerInflation PersistenceGeopolitical Spillover

Regions

North AmericaAsia PacificLatin AmericaUnited StatesAustraliaBrazil