In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US (02:04), it would be NFP, JOLTs, factory orders and the trade balance if it wasn’t for the US government shutdown. So instead, we’re left with ISM manufacturing and services, ADP, weekly claims and Manheim used vehicles to drive price action. In Europe (15:43), it’s Euro Area unemployment, retail sales and PPI, German factory orders, UK nationwide house prices and the BOE DMP data, as well as PMIs in Sweden, Norway and Switzerland. Then it’s the latest from Asia (22:13), with the RBA, RBNZ and RBI meeting, China PMIs, Korea, Indonesia, Taiwan and Thailand CPI, BOJ’s summary of opinions, and labour data.
Nomura – The Week Ahead