Which way to look first? World market themes for the week ahead

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What investors will be watching over the next seven days

U.S. Federal Reserve and Bank of Japan meetings, a G7 gathering, plus key U.S. inflation and UK jobs data are all coming up in the week ahead - and that’s not all.

Wall Street, boosted by cooling inflation, will be watching closely. Traders continue to price in some monetary easing this year, with even some slim hopes of a July cut. A consensus is building for some kind of taper of long-running quantitative easing when the BOJ concludes its two-day gathering on June 14.

Concerns by G7 policymakers over China’s growing export strength, dubbed “industrial overcapacity,” particularly regarding new energy vehicles, is also in focus.

 

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