W Week Ahead

Week Ahead: G-20 Summit, Xi/Biden Meeting, U.S. Retail Earnings Season, U.K. CPI, U.K. Updates Fiscal Plan

14 November, 2022

Key Macro Events

🇺🇸 Hedge fund 13F filings (from 14)

🇯🇵 Bank of Japan will announce the outright purchase amount of Japanese government securities – Bloomberg (14)

🇪🇺 September Industrial Production (14) ➡ Proxies and regional surveys point to an upward surprise

🇪🇺 ECB’s Fabio Panetta speaks in Florence – Bloomberg (14)

🇪🇺 Bank of Portugal Governor and ECB Governing Council member Mario Centeno makes closing remarks at a Bank of Portugal conference on Portuguese economic development in Europe – Bloomberg (14)

🇪🇺 ECB Vice President Luis de Guindos speaks in Frankfurt – Bloomberg (14)

🇪🇺 Bundesbank Chief Joachim Nagel gives speech at 10-year-anniversary event of the European DataWarehouse – Bloomberg (14)

🇺🇸 Fed Vice Chair Lael Brainard discusses the economic outlook at an event hosted by Bloomberg News in Washington – Bloomberg (14)

🇺🇸 NY Fed President John Williams moderates panel at the Economic Club of New York – Bloomberg (14)

🌎 G-20 summit in Bali – Bloomberg (from 15)

🌎 IEA monthly oil market report – Bloomberg (15)

🇨🇳 October retail sales, industrial production and FAI data (15)

🇦🇺 RBA Minutes (15)

🇪🇺 3Q GDP 2nd estimate (15)

🇪🇺 Bank of France Governor Francois Villeroy de Galhau speaks at Paris Europlace forum in Tokyo – Bloomberg (15)

🇪🇺 ECB Board member Frank Elderson gives speech in Frankfurt – Bloomberg (15)

🇺🇸 October PPI (15)

🇺🇸 Philadelphia Fed President Patrick Harker speaks at GIC Annual Monetary & Trade Conference – Bloomberg (15)

🇺🇸 Fed Governor Lisa Cook discusses post-Covid challenges facing women and underrepresented groups at a virtual event on diversity hosted by the bank of Canada – Bloomberg (15)

🇺🇸 Former US President Donald Trump is due to make an announcement in Florida – Bloomberg (15)

🇪🇺 Bank of France Governor Francois Villeroy de Galhau speaks at French-German business forum in Paris – Bloomberg (16)

🇪🇺 ECB President Christine Lagarde gives speech at 20th anniversary of European School Frankfurt – Bloomberg (16)

🇪🇺 ECB Board member Fabio Panetta participates in ABI’s Executive Committee meeting in Rome – Bloomberg (16)

🇪🇺 ECB Financial Stability Review – Bloomberg (16)

🇬🇧 October CPI (16)

🇬🇧 BOE Governor Andrew Bailey appears before the Treasury committee to answer questions about the quarterly Monetary Policy Report released this month – Bloomberg (16)

🇺🇸 October Retail Sales (16)

🇺🇸 October Industrial Production (16)

🇺🇸 NY Fed President John Williams speaks at 2022 Treasury Market conference; other speakers include Fed Vice Chair Lael Brainard and SEC Chair Gary Gensler – Bloomberg (16)

🇺🇸 Fed Vice Chair for Supervision Michael Barr appears before the House Financial Services Committee – Bloomberg (16)

🇺🇸 Fed Governor Christopher Waller discusses the economic outlook at an event in Phoenix – Bloomberg (16)

🇬🇧 UK fiscal statement, economic forecasts (17)

🇪🇺 Bank of France Governor Francois Villeroy de Galhau speaks at economy conference in Lyon, France – Bloomberg (17)

🇬🇧 BOE’s Huw Pill speaks at the Bristol Festival of Economics on ‘What Next for Central Banks’ – Bloomberg (17)

🇬🇧 BOE’s Silvana Tenreyro speaks – Bloomberg (17)

🇺🇸 October Housing Starts and Building Permits (17)

🇺🇸 St. Louis Fed President James Bullard discusses the outlook for the US economy and monetary policy during an event in Louisville, Kentucky – Bloomberg (17)

🇺🇸 Fed Governor Michelle Bowman discusses financial literacy and inclusion during a virtual event – Bloomberg (17)

🇺🇸 Minneapolis Fed President Neel Kashkari and Federal Reserve Governor Philip Jefferson speak at Federal Reserve Bank of Minneapolis Fall Institute Research Conference – Bloomberg (17)

🇺🇸 Cleveland Fed President Loretta Mester speaks at Federal Reserve Bank of Cleveland and the Office of Financial Research Annual Financial Stability Conference – Bloomberg (17)

🇺🇸 Chicago Fed event celebrating President Charles Evans ahead of his retirement in January – Bloomberg (17)

🌏 APEC leaders meet in Bangkok – Nikkei (18)

🇪🇺 The ECB will announce the amount of TLTRO borrowings that banks will repay early at the first window (18)

🇪🇺 ECB President Christine Lagarde gives keynote speech at 32nd European Banking Congress in Frankfurt – Bloomberg (18)

🇪🇺 Bundesbank Chief Nagel Speaks in Frankfurt – Bloomberg (18)

🇪🇺 ECB’s Knot Speaks in Frankfurt – Bloomberg (18)

🇬🇧 BOE’s Catherine Mann Speaks in Frankfurt – Bloomberg (18)

🇬🇧 BOE’s Jonathan Haskel speaks – Bloomberg (18)

🇺🇸 October Existing Home Sales (18)

🇺🇸 Boston Fed President Susan Collins speaks at Federal Reserve Bank of Boston Economic Conference – Bloomberg (18)

🌎 The soccer World Cup, the first in Asia since South Korea and Japan co-hosted the tournament in 2002, kicks off in Qatar on Sunday – Nikkei (20)




Focus on U.S. Economic Calendar

Top 10 Macro/Financial Charts of the Previous Week – w45

What happened in the World Economy last Week – in charts – w45 (Bloomberg)

*Note: Previous reports can be found here