Home World Economic calendar: geopolitics in the spotlight (05.25.2026)

Economic calendar: geopolitics in the spotlight (05.25.2026)

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Market uncertainty is intensifying again due to US and Israeli missile strikes against Iran and Lebanon. Consequently, the focus of global markets will be mainly on geopolitics. Following the holiday in the United States, today’s macroeconomic agenda is relatively light, but the afternoon session will provide several secondary data concerning the American economy.

Main publications of the Asian session

  • Apart from Japan’s leading and concomitant indicators, no other major or unexpected macroeconomic data has been released by major Asian economies.

Macroeconomic calendar

  • 2 p.m. | Hungary – Decision on interest rates. Consensus: maintain at 6.25%
  • 3 p.m. | United States – S&P/Case-Shiller Home Price Index YoY (March). Consensus: N/A | Previous: N/A
  • 4 p.m. | United States – Conference Board Consumer Confidence Index (May). Consensus: 92 | Previous: 92.8
  • 4:30 p.m. | United States Dallas Fed Manufacturing Index (May). Consensus: N/A | Previous: N/A

Marchés à surveiller

  • Values ​​refuges gépolitiques (gold, oil, USD) – Increased volatility is expected globally as markets react to escalating military tensions in the Middle East.
  • Dollar américain (USD) – The first days of trading this week are accompanied by significant volatility in the American currency; geopolitical news will remain decisive for the greenback.

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