Week Ahead – w51



 

Summary Key Macro Events

๐Ÿ‡ช๐Ÿ‡บ ๐Ÿ‡ฌ๐Ÿ‡ง The EU and UK will continue talks on Monday after UK prime minister Boris Johnson and European Commission president Ursula von der Leyen held a โ€œusefulโ€ phone call over the weekend – FT (14)

๐Ÿ‡จ๐Ÿ‡ณ China is revamping its stock indexes (14)

๐Ÿ‡ช๐Ÿ‡บ Industrial Production for October (14) โžก I expect an upward surprise.

๐Ÿ‡บ๐Ÿ‡ธ The Electoral College will meet on Monday to formally cast its vote for the next president (14)

๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡จ๐Ÿ‡ณ A U.S. federal appeals court will hear oral arguments on Monday regarding the government’s appeal to an injunction issued in September, which blocked banning TikTok from being downloaded in the country – Nikkei (14)

๐Ÿ‡จ๐Ÿ‡ณ Industrial Production, Retail Sales and FAI for November (15)

๐Ÿ‡บ๐Ÿ‡ธ Industrial Production for November (15)

๐Ÿ‡ฏ๐Ÿ‡ต ๐Ÿ‡ช๐Ÿ‡บ ๐Ÿ‡บ๐Ÿ‡ธ Manufacturing, Services and Composite PMIs (16)

๐Ÿ‡ฉ๐Ÿ‡ช Germany will go into a hard lockdown from Wednesday, with all schools and shops closed (16)

๐Ÿ‡ฌ๐Ÿ‡ง Englandโ€™s strengthened three-tier system of curbs is set to be reviewed on Wednesday, with Londoners being warned that the UK capital could soon be subject to Englandโ€™s highest tier-3 category – FT (16)

๐Ÿ‡บ๐Ÿ‡ธ Retail Sales for November (16)

๐Ÿ‡บ๐Ÿ‡ธ Fed meeting (new forecasts and guidance expected) (16)

๐Ÿ‡จ๐Ÿ‡ญ SNB Meeting (17)

๐Ÿ‡บ๐Ÿ‡ธ Building Permits and Housing Starts for November (17)

๐Ÿ‡บ๐Ÿ‡ธ The US Food and Drug Administration is on Thursday scheduled to discuss whether to authorise a vaccine developed by Moderna (17)

๐Ÿ‡ฏ๐Ÿ‡ต BOJ meeting (18)

๐Ÿ‡บ๐Ÿ‡ธ The US Federal Reserve will on Friday release an unprecedented second set of stress test results for the countryโ€™s largest banks, which will show how well they are equipped to deal with the economic downturn brought on by the pandemic – FT (18)


 

Earnings

 


 

Previews


 


 

Focus on ๐Ÿ‡บ๐Ÿ‡ธ Economic Calendar

 


 

Top 10 Macro/Financial Charts of the Previous Week โ€“ w50

 

What happened in the World Economy last Week โ€“ in charts โ€“ w50 (Bloomberg)

 

Share

Share on facebook
Share on twitter
Share on linkedin
Share on print
Share on email

Get in touch

If you would like to conduct an interview, call me for a conference, contribute to the blog, or for any other request, you can contact me directly. You will also find the contact details of Market Securities if you would like to receive their research offer (dedicated to institutional investors).