Macro Dose

Keep it simple 💊| Tweets are not financial advice or by an economist| Buy Me A Coffee

[Macro Dose @macro_dose]

The Week Ahead ⚠️

Monday
11:00 🇬🇧 CBI Distributive Trades (Jul)
15:30 🇺🇸 Dallas Fed Mfg Index (Jul)
20:00 🇺🇸 Treasury Refunding Est

Tuesday
09:00 🇪🇺 Consumer Inflation Exp (Jun)
09:30 🇬🇧 Mortgage Approvals (Jun)
09:30 🇬🇧 BOE Consumer Credit (Jun)
13:30 🇺🇸 Rtail/Whlesle Invntories (Jun)
14:00 🇺🇸 S&P/C&S Home Prices (May)
14:00 🇺🇸 FHFA Home Prices (May)
15:00 🇺🇸 JOLTS (Jun) ⚠️

Wednesday
07:00 🇩🇪 Retail Sales (Jun)
09:00 🇩🇪 GDP Growth (Q2)
10:00 🇪🇺 GDP Growth (Q2)⚠️
10:00 🇪🇺 Economic Sentiment (Jul)
12:00 🇺🇸 MBA Mortgage Apps
13:15 🇺🇸 ADP Emplymnt Chge (Jul)⚠️
13:30 🇺🇸 GDP Growth Rate (Q2)⚠️
13:30 🇺🇸 Treasury Refunding ⚠️
14:45 🇨🇦 BOC Rates Decision
15:00 🇺🇸 Pending Home Sales (Jun)
19:00 🇺🇸 FED RATES DECISION ⚠️

Thursday
02:30 🇨🇳 NBS PMIs (Jul)
04:00 🇯🇵 BOJ RATES DECISION ⚠️
08:55 🇩🇪 Unemployment Rate (Jul)
10:00 🇪🇺 Unemployment Rate (Jun)
12:30 🇺🇸 Challenger Job Cuts (Jul)⚠️
13:00 🇩🇪 Inflation Rate (Jul)
13:30 🇺🇸 PCE Price Index (Jun) ⚠️
13:30 🇺🇸 Personal Spending (Jun)
13:30 🇺🇸 Personal Income (Jun)
13:30 🇺🇸 Employment Cost Index (Q2)
13:30 🇺🇸 Jobless Claims
14:45 🇺🇸 Chicago PMI (Jul)

Friday
02:45 🇨🇳 Caixin Mfg PMI (Jul)
07:00 🇬🇧 Ntionwide House Prices (Jul)
10:00 🇪🇺 Inflation Rate (Jul) ⚠️
13:30 🇺🇸 Nonfarm Payrolls (Jul) ⚠️
15:00 🇺🇸 ISM Manufacturing (Jul)⚠️

Times above in GMT + 1 ⌚

[Macro Dose @macro_dose]

The Week Ahead ⚠️

Monday
15:00 🇺🇸 CB Leading Index (Jun)

Tuesday
02:30 🇦🇺 RBA Meeting Minutes
13:30 🇺🇸 Powell Speech ⚠️
18:00 🇪🇺 Lagarde Speech

Wednesday
12:00 🇺🇸 MBA Mortgage Apps
15:00 🇪🇺 Consumer Confidence (Jul)
15:00 🇺🇸 Existing Home Sales (Jun)⚠️

Thursday
00:00 🇦🇺 S&P PMIs (Jul)
01:30 🇯🇵 Jibun Bank PMIs (Jul)
07:00 🇩🇪 GfK Cnsumer Cnfidnce (Aug)
08:15 🇫🇷 HCOB PMIs (Jul)
08:30 🇩🇪 HCOB PMIs (Jul)
09:00 🇪🇺 HCOB PMIs (Jul)
09:30 🇬🇧 S&P PMIs (Jul)
13:15 🇪🇺 ECB RATES DECISION ⚠️
13:30 🇺🇸 Jobless Claims
14:45 🇺🇸 S&P PMIs (Jul)⚠️
15:00 🇺🇸 New Home Sales (Jun)

Friday
00:01 🇬🇧 GfK Cnsumer Cnfidnce (Jul)
07:00 🇬🇧 Retail Sales (Jun)
09:00 🇩🇪 Ifo Busnss Climate (Jul)
13:30 🇺🇸 Durable Goods (Jun)⚠️

Times above in GMT + 1 ⌚

[Macro Dose @macro_dose]

@conksresearch This is far too complex, Conks. Normally your infographics are easy to follow.

[Macro Dose @macro_dose]

The week ahead ⚠️

Tuesday
00:01 🇬🇧 BRC Retail Sales (Jun)
03:00 🇨🇳 GDP (Q2)
10:00 🇪🇺 Industrial Production (May)
10:00 🇩🇪 ZEW Econ Sentiment (Jul)
10:00 🇪🇺 ZEW Econ Sentiment (Jul)
13:30 🇺🇸 US CPI (Jun)⚠️
13:30 🇨🇦 CPI (Jun)
13:30 🇺🇸 Empire State Mfg Index (Jun)

Wednesday
07:00 🇬🇧 UK CPI (Jun)⚠️
13:30 🇺🇸 US PPI (Jun)⚠️
14:15 🇺🇸 Industrial Production (Jun)
19:00 🇺🇸 Fed Beige Book ⚠️

Thursday
07:00 🇬🇧 Unemployment Rate (May)
07:00 🇬🇧 Average Earnings (May)
13:30 🇺🇸 Retail Sales (Jun)⚠️
13:30 🇺🇸 Jobless Claims
13:30 🇺🇸 Philly Fed Mfg Index (Jun)
15:00 🇺🇸 Business Inventories (May)
15:00 🇺🇸 NAHB House Mkt index (Jul)

Friday
00:30 🇯🇵CPI (Jun)
07:00 🇩🇪 PPI (Jun)
13:30 🇺🇸 Building Permits (Jun)
13:30 🇺🇸 Housing Starts (Jun)
15:00 🇺🇸 UM Consmr Sentment (Jul)⚠️

Times above in GMT+ 1 (BST) ⌚

[Macro Dose @macro_dose]

THE WEEK AHEAD ⚠️

MONDAY
07:00 🇬🇧 Halifax House Prices (Jun)
10:00 🇪🇺 Retail Sales (May)

TUESDAY
05:30 🇦🇺 RBA Rates Decision
11:00 🇺🇸 NFIB Busnss Optmsm (Jun)⚠️
15:00 🇨🇦 Ivey PMI (Jun)
16:00 🇺🇸 Inflation Expectations (Jun)
20:00 🇺🇸 Cnsmer Credit Change (May)

WEDNESDAY
02:30 🇨🇳 CPI + PPI (Jun)
12:00 🇺🇸 MBA Mortgage Apps
15:00 🇺🇸 Wholesale Inventories (May)
18:00 🇺🇸 10 Year Note Auction
19:00 🇺🇸 FOMC Minutes ⚠️

THURSDAY
00:01 🇬🇧 RICS House Price Bal (Jun)
13:30 🇺🇸 Jobless Claims
18:00 🇺🇸 30 Year Bond Auction

FRIDAY
07:00 🇬🇧 Monthly GDP (May)
13:30 🇨🇦 Unemployment Rate (Jun)
19:00 🇺🇸 Monthly Budget (Jun)

Times above in GMT + 1 (BST)⌚

[Macro Dose @macro_dose]

@marbledwhite 🤝

[Macro Dose @macro_dose]

THE WEEK AHEAD ⚠️

MONDAY
02:30 🇨🇳 NBS PMIs (Jun)
13:00 🇩🇪 Inflation Rate Prel (Jun)
14:45 🇺🇸 Chicago PMI (Jun)
15:30 🇺🇸 Dallas Fed Mfg Index (Jun)

TUESDAY
02:45 🇨🇳 Caixin Mfg Index (Jun)
07:00 🇬🇧 Ntnwde House Prices (Jun)
08:55 🇩🇪 Unemployment Rate (Jun)
10:00 🇪🇺 Inflation Rate (Jun)
14:30 🇺🇸 Powell Speech ⚠️
14:45 🇺🇸 S&P PMI Mfg Final (Jun)
15:00 🇺🇸 ISM Manufacturing (Jun)⚠️
15:00 🇺🇸 JOLTS (May) ⚠️

WEDNESDAY
10:00 🇪🇺 Unemployment Rate (May)
12:30 🇺🇸 Challenger Job Cuts (Jun)⚠️
13:15 🇺🇸 ADP Emplymnt Chge (Jun) ⚠️

THURSDAY
02:45 🇨🇳 Caixin Services PMI (Jun)
13:30 🇺🇸 Nonfarm Payrolls (Jun)⚠️
13:30 🇺🇸 Jobless Claims
14:45 🇺🇸 S&P Services PMI (Jun)
15:00 🇺🇸 ISM Services PMI (Jun)⚠️
15:00 🇺🇸 Factory Orders (May)

FRIDAY
07:00 🇩🇪 Factory Orders (May)
08:30 🇪🇺 HCOB Construction PMI(Jun)
09:30 🇬🇧 S&P Construction PMI (Jun)
10:00 🇪🇺 PPI (May)

Times above in GMT ⌚

[Macro Dose @macro_dose]

Tried to be more condensed this week, let me know if you prefer it 🫡

[Macro Dose @macro_dose]

@longtime_caller Thank you, I'll have a listen!

[Macro Dose @macro_dose]

Interestingly ceasing the flow of an opioid into a country results in other synthetic, potentially more potent, equivalents emerging.

e.g. nitazenes

[FinancialJuice @financialjuice]

Trump: We're taxing China, Mexico, and others allowing fentanyl in.

[Macro Dose @macro_dose]

@longtime_caller I haven't a clue either in terms of ease of manufacture.

Problem is when people buying something they think they understand turns into something else and they massively overshoot, killing themselves accidentally.

[Macro Dose @macro_dose]

@longtime_caller Yep, that's why I specified other synthetic opioids and the likelihood that others are created, giving the example of nitazenes as ones that are coming into the fray since the supply of high purity heroin was shut down.

A non synthetic opioid is an opiate.

[Macro Dose @macro_dose]

@exantusaly Slowly but surely 💊

[Macro Dose @macro_dose]

THE WEEK AHEAD 🎉

Monday

01:30 🇯🇵Jibun PMIs (Jun)
08:00 🇺🇸 FED Waller Speech
08:30 🇩🇪 HCOB PMIs (Jun)
09:00 🇪🇺 HCOB PMIs (Jun)
09:30 🇬🇧 S&P PMIs (Jun)
14:00 🇪🇺 ECB Lagarde Speech
14:45 🇺🇸 S&P PMIs (Jun) ⚠️
15:00 🇺🇸 Existing Home Sales (May)
15:00 🇺🇸 FED Bowman Speech
18:10 🇺🇸 FED Goolsbee Speech
19:30 🇺🇸 FED Kugler Speech

Tuesday

09:00 🇩🇪 IFO Business Climate (Jun)
11:00 🇬🇧 CBI Industrial Trends (Jun)
13:30 🇨🇦 CPI (May)
14:00 🇪🇺 ECB Lagarde Speech
14:00 🇺🇸 S&P C&S Home Prices (Apr)
14:00 🇺🇸 FHFA Home Prices (Apr)
14:15 🇺🇸 FED Hammack Speech
15:00 🇬🇧 BOE Bailey Speech
15:00 🇺🇸 POWELL TESTIMONY ⚠️
15:00 🇺🇸 CB Cnsmer Confidence (Jun)
17:30 🇺🇸 FED Williams Speech
19:05 🇺🇸 FED Collins Speech
21:00 🇺🇸 FED Barr Speech

Wednesday

12:00 🇺🇸 MBA Mortgage Apps
15:00 🇺🇸 POWELL TESTIMONY ⚠️
15:00 🇺🇸 New Home Sales (May)

Thursday

07:00 🇩🇪 GFK Cnsmer Confidence (Jul)
11:00 🇬🇧 CBI Distributive Trades (Jun)
12:00 🇬🇧 BOE Bailey Speech
13:00 🇺🇸 FED Barkin Speech
13:30 🇺🇸 Durable Goods (May)⚠️
13:30 🇺🇸 GDP Growth F (Q1)
13:30 🇺🇸 Chicago Fed NAI (May)
13:30 🇺🇸 Jobless Claims
13:30 🇺🇸 Rtail/Whlsale Invntries (May)
14:00 🇺🇸 FED Hammack Speech
15:00 🇺🇸 Pending Home Sales (May)
18:15 🇺🇸 FED Barr Speech
19:30 🇪🇺 ECB Lagarde Speech

Friday ⚠️

10:00 🇪🇺 Economic Sentiment (Jun)
12:30 🇺🇸 FED Williams Speech
13:30 🇺🇸 PCE Price Index (May) ⚠️
13:30 🇺🇸 Personal Spending (May) ⚠️
13:30 🇺🇸 Personal Income (May) ⚠️
14:15 🇺🇸 FED Cook Speech
14:15 🇺🇸 FED Hammack Speech
15:00 🇺🇸 UM Consumer Sent F (Jun)

Times above in GMT ⌚

[Macro Dose @macro_dose]

For this month maybe

[Macro Dose @macro_dose]

@annacoull All the very best for both of you, Anna!

[Macro Dose @macro_dose]

@minaero25 Thank you, Pan

[Macro Dose @macro_dose]

He's alive, and will be back

[jeeto @jeetoprotocol]

yo is @macro_dose alive

[Macro Dose @macro_dose]

@jeetoprotocol 😂 although the content would have been on point

[Macro Dose @macro_dose]

@trashcanmonk Thanks Tim. Had to take a break for a little while but I'll return.

It means a lot that it crossed your mind.

[Macro Dose @macro_dose]

@90694_7274 Genuinely taken back by the fact people have even noticed. I appreciate it.

I'm ok Fly, I've had to take a break for a little while but I'll be back.