Goldman Sachs Sees US Stock Buybacks Outpacing Equity Issuance as AI Funding Rises 
BOJ Rate Decision in Focus as Sticky Inflation, Weak Yen Shape USD/JPY and Nikkei Outlook 
Singapore Raises 2026 GDP Growth Forecast to 4.5%-5.5% as AI Boom Fuels Economy 
Japan Posts First Current Account Deficit in 17 Months as Dividend Payments Surge 
Chile Central Bank Holds Interest Rate at 4.5% as Inflation and Global Risks Persist 
Gold Prices Hold Near Seven-Week High as Markets Await U.S. Inflation Data 
Japan Executives Warn Weak Yen and Currency Volatility Threaten Economy 
This week is relatively less risk-heavy in terms of scheduled data and events.
What to watch for over the coming days:
- Central Banks:
Not many central bank activities this week. A few Federal Reserve policymakers are scheduled to speak this week; Bullard and Mester on Thursday.
- Key economic data:
Not many economic dockets scheduled for release this week except for US housing report and Industrial production report on Wednesday, UK inflation numbers on Wednesday and UK unemployment report on Thursday.
- US earnings:
After last week’s disappointing numbers from some retailers, the focus will be on Amazon, which is scheduled to report earnings this week.
- Trump:
President Trump is scheduled to meet Turkey’s President Tayyip Erdogan this week on Tuesday just before President Trump embarks upon his first foreign trip in Middle East.
The UK Prime Minister Theresa May’s speech is scheduled this week on Monday.
Along with the above fundamentals, unscheduled Brexit commentaries, happenings in Korean peninsula are likely to keep influencing the market.
