Macro Outlook2026-08-30 03:58:02Next Week’s Macro Calendar: Nonfarm Payrolls, G20 Central Bankers, and Dell and Broadcom EarningsMarkets will get a packed U.S. macro calendar next week, led by the August nonfarm payrolls report, the G20 finance ministers and central bank governors meeting, and the Federal Reserve’s Beige Book. Reuters poll data points to a 58,000 rise in payrolls, an unemployment rate held at 4.1%, and a 0.2% monthly gain in average hourly earnings. The jobs report will land on Friday, making it the last nonfarm release before the Fed’s Sept. 16 policy meeting and a key test for expectations around a September rate hike. Current pricing shows the odds of a September move near 60%, with the probability of a hike by December above 90%. The G20 gathering will be held Monday and Tuesday in Asheville, North Carolina, where central bankers will speak again after Jackson Hole. The Beige Book will also be released before the Fed’s next meeting. Several other U.S. data releases are scheduled through the week, including final S&P Global manufacturing PMI, ISM manufacturing and services PMIs, ADP employment, and weekly jobless claims. The Bank of Canada will announce its rate decision on Wednesday; markets expect it to keep rates unchanged at 2.25%. Earnings season adds another layer. Dell reports Tuesday after the U.S. close, with adjusted EPS expected at $4.91. Broadcom follows Wednesday after the close, with revenue seen at about $29.4 billion and EPS at $3.24. Their guidance will be watched for signals on demand for AI servers, custom chips, and networking gear.980
BlackRock2026-08-27 10:49:28BlackRock’s digital assets head says Bitcoin’s macro case is strengthening as IBIT posts record up-week volumeBlackRock digital assets chief Robbie Mitchnick has joined a growing camp arguing that Bitcoin’s macro backdrop is improving, while fresh market data show investors are backing that view with new money and heavy trading. According to TradingView, BlackRock’s spot Bitcoin ETF, the iShares Bitcoin Trust (IBIT), logged its biggest trading week among all up weeks since launching in January 2024 after Bitcoin surged 23% over the same period. In an interview with CNBC, Mitchnick said fiscal debt and deficit levels have become a persistent overhang for markets, adding that when those concerns return to the headlines they tend to benefit assets such as Bitcoin and gold. He also pointed to recent relative weakness in equities and turbulence in fixed income, even as Bitcoin continued to rally, as evidence supporting its role as an emerging store of value. IBIT has attracted $63 billion in inflows since listing. Last week alone, the fund posted 439.5 million shares in turnover, rose 22.59% to $43.68, recorded $1.33 billion in net inflows, and reached $2.64 billion in month-to-date net inflows, the highest monthly level since October 2025.860
Macro Outlook2026-08-22 07:34:00Next Week’s Macro Watch: Woshi at Jackson Hole, Nvidia Earnings on DeckUS stocks rebounded on Friday after a week of tense trading, helped by solid economic data. The Dow rose about 1% and the Nasdaq snapped a five-day losing streak, but the week still ended lower as investors remained uneasy about Treasury yield swings and tensions in the Middle East. Looking ahead, markets will focus on a packed US data calendar, including ADP employment, core PCE, revised Q2 GDP, durable goods orders and the final University of Michigan inflation expectations reading. The week will also feature Fed Chair Woshi’s first speech at the Jackson Hole Global Central Banking Annual Meeting. Earnings will stay in focus too, with Nvidia and PDD due to report in the US and Li Auto, Bilibili and Meituan among the names set to post results in Hong Kong.1470
Bitcoin2026-08-14 01:15:00Formula News founder Vida says he cut one-third of his Bitcoin position near $63,000Formula News founder Vida said he reduced one-third of his Bitcoin position at around $63,000, laying out a medium-term view that he expects to buy the stake back at lower prices. In comments posted on his personal channel and cited by PANews on Aug. 14, Vida said Bitcoin still has a bull market ahead, but its narrative has been overshadowed by AI. He added that he does not see a new Bitcoin narrative emerging over the next one to two years. Vida said Bitcoin’s remaining core narrative is as a substitute for fiat currencies and a hedge against fiat depreciation. In his view, the next major bull run would need to be driven by problems in U.S. Treasuries or the U.S. dollar, and he does not expect issues of that scale to appear in the short term. Before the next bull market arrives, he said, global assets are likely to go through a repricing first. Based on that outlook, Vida said he expects to buy back the trimmed position within one to three years at a lower range of $45,000 to $55,000.1270
US Iran tensi2026-07-11 00:52:13U.S.-Iran Tensions and Fed Minutes: Macro Storm Ahead for Crypto Markets Next WeekNext week’s macro outlook is dominated by ongoing U.S.-Iran tensions and the Fed’s meeting minutes, with U.S. CPI expected to rise to 3.1%. Geopolitical shocks and monetary policy shifts may heighten crypto volatility.440
Bitcoin2026-07-02 14:00:14Bitcoin Price Down Over 30% from ATH: Market Awaits Next Catalyst – Deep AnalysisBitcoin has fallen more than 30% from its October all-time high, trading near $87,000 amid fragile market sentiment. This article provides an in-depth analysis of the correction covering global risk-off tone, mixed whale signals (mid-tier wallets rising but large whales trimming), macro uncertainty around Fed rate cuts, technical support levels at $84,000 and $70,000, and historical context showing 30% drawdowns are routine for BTC.370
Macro Outlook2026-06-20 20:02:44Macro Week Ahead: Middle East Tensions and Core PCE in Focus as Micron Reports After Wednesday CloseBlockBeats reported that next week’s market agenda will center on Middle East geopolitics, U.S. PCE data, Federal Reserve stress-test results, Fed officials’ speeches and Micron Technology’s quarterly earnings release.580
