The Week Ahead – US Jobs, RBA, BNM meetings, inflation in SZ, KR, PH, TH, ID and Scandi PMIs
Nomura – The Week Ahead
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The FMC Minutes: A Different Signal to What the Market's Reacted to After the Fed Chair Conference
regional manufacturing surveys have stabilized so far this month, but the underlying trend remains negative. ISM tends to have more global coverage than other manufacturing surveys adding some downside risk as Europe and China have seen a momentum downturn in cyclical sectors. The data for the manufacturing sector has been surprisingly resilient, with real output up around 2% year to date.
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