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We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

April 02, 2026 | The Week Ahead

The Week Ahead - They Think It's All Over...

This week, we look back at the effects already being felt across the global economy. In the US, we preview employment and inflation releases, and outline why we pushed back the timing of our Fed cut expectations. In Europe, we discuss the latest inflation data, how this shock differs from 2022, and the political response to recent developments. In Asia, we note that the shock is evolving into broader supply shortages, preview March CPI prints, and discuss rate decisions by RBI, BoK, and RBNZ

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