Publication date: May 8, 2026
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Review of the past week:
Last week was dominated by developments in the conflict between the United States and Iran. The situation surrounding a possible peace agreement between the United States and Iran currently appears closer to a breakthrough than it has been in recent months, but remains extremely fragile.
According to multiple sources, the two countries are working on a temporary agreement or "memorandum of understanding" of about 14 points. That agreement should officially end the current military escalation and open a new phase of negotiations. This news caused solid price gains in equity markets, with both the AEX and the Nasdaq reaching new record highs.
On Friday, monthly U.S. jobs report (NFP) were released in the United States. The number of new jobs outside the agricultural sector increased by 115,000, significantly higher than the expected 65,000. In addition, the number of new jobs in March was revised slightly higher to 185,000. Average hourly earnings rose 0.2%, lower than the 0.3% expected. The unemployment rate remained unchanged at 4.3% in April as expected.
This means that the labor market is developing satisfactorily. The modest increase in hourly wages eases fears of further rising inflation.
Outlook for the coming week:
In the coming week, investors are particularly looking forward to the release of the Consumer Price Index (CPI) on Tuesday, May 12. The CPI measures changes in the prices of goods and services paid by consumers. It is therefore an important gauge of inflation trends. In March 2026, the U.S. CPI rose to 3.3% year-on-year, compared with 2.4% in February. The biggest cause was a sharp rise in energy prices: the energy index rose 10.9% month-on-month in March, gasoline as much as 21.2%. The market expects the CPI to rise to about 3.7% year-on-year in April.
Core CPI excludes food and energy prices from the calculation. Therefore, investors are watching the development of the Core CPI in April with extra attention. It is expected to increase to 0.4% on a monthly basis. If the Core CPI also rises further, it may indicate that inflationary pressures are broadening within the economy.
The stock market calendar week 20
Below is an overview of the most important macroeconomic releases. These figures may lead to increased volatility in financial markets.
Monday, May 11, 2026:
No major macroeconomic publications.
Tuesday, May 12, 2026:
United States:
Wednesday, May 13, 2026:
United States:
Thursday, May 14, 2026:
United States:
Friday, May 15, 2026:
No major macroeconomic publications.
Please note that publication dates and times may change. Please consult the official communication channels of the relevant institutions and governments for the most up-to-date information.
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