Back

Macroeconomics: Calm Before the Storm in Financial Markets

In a context where economic news has remained relatively quiet for now, investors are enjoying a pause before a week filled with major indicators. This week, no significant macroeconomic statistics influenced the markets, aside from the attention given to the trade agreement signed with Japan, which injected some optimism. Market participants hope this agreement will be followed by others, helping to lift the persistent uncertainties related to tariffs.

However, next week promises to be crucial, with key data expected on economic growth, employment, inflation, as well as the highly anticipated meeting of the U.S. Federal Reserve (Fed) — all factors likely to trigger significant volatility.

Latest developments:

  • No major statistics this week, creating a calm market environment.

  • Signing of a trade agreement between the U.S. and Japan, boosting optimism about tariff relief.

  • Anticipation of a busy upcoming week with important economic data releases and policy decisions (growth, employment, inflation, Fed).

Analyst recommendations:

  • Analysts advise caution during this transition period, emphasizing that volatility could sharply increase next week.

  • Investors are encouraged to closely monitor macroeconomic releases and Fed decisions, which will guide short-term market trends.

  • The medium-term outlook will largely depend on governments’ ability to secure lasting trade agreements and control inflation.