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Week Ahead: War, Tariffs, and Three G10 Central Bank Meetings

July 25, 2026
The escalation of the Middle East war sent oil prices sharply higher and pulled interest rates up, too. September WTI rose by more than 10% for a three-week increase of more than 25%. Neither side seems prepared to back down. However, judging by the largest spread this year (~$11) between the September WTI and the December contract suggests many p…
Week Ahead: War, Tariffs, and Three G10 Central Bank Meetings Week Ahead: War, Tariffs, and Three G10 Central Bank Meetings Reviewed by Marc Chandler on July 25, 2026 Rating: 5
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Week Ahead: Tug-of-War between Softer US Rates and Safe-Haven from Escalating Middle East War Week Ahead: Tug-of-War between Softer US Rates and Safe-Haven from Escalating Middle East War Reviewed by Marc Chandler on July 18, 2026 Rating: 5
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Week Ahead: US CPI, China's Q2 GDP, and Bank of Canada Meeting Featured

July 11, 2026
The US dollar was mixed last week. The combination of strong data and the central bank's hawkish hike lifted the New Zealand dollar to the top of the G10 currencies. The roughly 4.5% rally in Brent oil, the first weekly gain in five weeks, seemed to help the Norwegian krone came in a close second. The low yielding Swiss franc and Japanese yen …
Week Ahead: US CPI, China's Q2 GDP, and Bank of Canada Meeting Featured Week Ahead: US CPI, China's Q2 GDP, and Bank of Canada Meeting Featured Reviewed by Marc Chandler on July 11, 2026 Rating: 5
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The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over The Week Ahead: Disappointing US Data, Soft Two-Yield Yield Warns Dollar Leg Up on Fed's Hawkish Hold is Over Reviewed by Marc Chandler on July 04, 2026 Rating: 5
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Week Ahead: Digesting Last Week's Evolving Developments

June 20, 2026
Last week was momentous. There was a fragile 60-day de-escalation during negotiations between Washington and Tehran. However, the allies of both (Hezbollah and Israel) continue to clash, stalling talks. Still, oil prices tumbled 7-9%. At the same time, a new era at the Federal Reserve has begun. The new chair eschews forward guidance, and this was…
Week Ahead: Digesting Last Week's Evolving Developments Week Ahead:  Digesting Last Week's Evolving Developments Reviewed by Marc Chandler on June 20, 2026 Rating: 5
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