W — Week Ahead

Week Ahead Preview: ECB, FED and RBA Minutes; UK’s Autumn Statement; EU Budgets’ Report; Central Banks’ Speeches; Black Friday; Dutch Parliamentary Election

19 November, 2023
christophe-barraud-week-ahead-2021

From ECB, FOMC and RBA Minutes to the UK Autumn Statement and EC assessments of EU draft budgets, here’s what you need to know for the week ahead.

Monday

🇹🇼 Taiwan election registration starts – Nikkei

🌎 🇨🇳 Ministers from Arab and Islamic countries will visit China on Monday on the first stop of a tour aims at ending the war in Gaza, Saudi Foreign minister Prince Faisal bin Farhan said – Nikkei

🇩🇪 October PPI

🇪🇺 Participation by ECB Chief Economist Philip Lane in virtual policy panel at 6th annual meeting of Central Bank Research Association’s (CEBRA) International Trade and Macroeconomic program joint with the 5th annual meeting of CEBRA’s International Finance and Macroeconomics program in Abu Dhabi, United Arab Emirates – Bloomberg

🇪🇺 ECB governing council member Boris Vujcic gives introductory speech on Croatia’s first year in the euro area, in Zagreb – Bloomberg

🇪🇺 ECB governing council member Pablo Hernandez de Cos speaks in Madrid – Bloomberg

🇪🇺 ECB governing council member Francois Villeroy de Galhau speaks at the Society of Professional Economists in London – Bloomberg

🇬🇧 Bank of England Governor Andrew Bailey gives the Henry Plumb Memorial Lecture – Bloomberg

🇺🇸 Richmond Fed President Thomas Barkin speaks in an interview on Fox Business – Bloomberg

Tuesday

🇦🇺 RBA Minutes

🇪🇺 European Commission publishes assessments of EU draft budgets – Bloomberg ⚠

🇪🇺 ECB President Christine Lagarde and German Finance Minister Christian Lindner speak in Berlin about fighting inflation – Bloomberg ⚠

🇪🇺 ECB Executive Board member Isabel Schnabel speaks at the University of Würzburg – Bloomberg

🇪🇺 ECB governing council member Mario Centeno speaks at a conference in Oporto, northern Portugal – Bloomberg

🇬🇧 Bank of England Governor Andrew Bailey and other members of the Monetary Policy Committee testify to the Treasury Committee in Parliament – Bloomberg

🇺🇸 October Existing Home Sales ⚠

🇺🇸 FOMC Minutes ⚠

🇨🇦 Canada releases an update to the government’s fiscal and economic outlook – Bloomberg

Wednesday

🇩🇪 🇮🇹 German Chancellor Olaf Scholz and Italian Prime Minister Giorgia Meloni hold joint cabinet meeting and are expected to sign migration-focused friendship treaty in Berlin – Bloomberg

🇬🇧 Chancellor Jeremy Hunt delivers the UK government’s Autumn Statement, which is expected to focus on stimulating growth for Britain’s stagnant economy – Bloomberg ⚠

🇳🇱 Dutch parliamentary election, with migration expected to be a key issue – Bloomberg

🇺🇸 October Durable Goods Orders ⚠

🇺🇸 November U. of Michigan Consumer sentiment ⚠

Thursday

🇺🇸 Thanksgiving holiday — US markets closed

🇪🇺 🇨🇦 EU-Canada Summit in St. John’s, Newfoundland, through Friday – Bloomberg

🇪🇺 🇬🇧 November S&P Global Manufacturing & Services PMI ⚠

🇸🇪 Riksbank Rate Decision

🇹🇷 Turkish Central Bank Rate Decision

🇪🇺 ECB Minutes ⚠

🇷🇺 Russian President Vladimir Putin is due to attend a Collective Security Treaty Organization summit in Belarus – Bloomberg

Friday

🇺🇸 Black Friday, traditional kick-off for the US holiday shopping season

🇩🇪 Q3 Final Estimate

🇩🇪 November IFO business climate

🇪🇺 ECB’s Christine Lagarde addresses a Euro20plus town hall via teleconference – Bloomberg ⚠

🇪🇺 ECB’s De Guindos at S’Agaro conference in Spain – Bloomberg

🇪🇺 ECB’s De Cos at S’Agaro conference in Spain – Bloomberg

🇺🇸 US S&P Global Manufacturing & Services PMI ⚠

Earnings

$NVDA $ZM $A $SYM $KSS $HPQ $BBY $ADSK $TCOM $MDT

🔸Most Anticipated Releases for the Week Beginning Monday, November 20, 2023 pic.twitter.com/sTqYTj2YGH

— *Walter Bloomberg (@DeItaone) November 18, 2023

Previews

For the upcoming week find out what matters for markets https://t.co/DxJdMGByCC pic.twitter.com/rXCOIkjqtD

— LiveSquawk (@LiveSquawk) November 18, 2023

🌎 #Weekahead | Global Rate-Hike Marathon May Keep Going in Nordics – Bloomberg

➡ Fed, ECB, RBA will release minutes of latest decisions

➡ UK fiscal statement, EU budgets report due this weekhttps://t.co/U0H0JizxUd pic.twitter.com/uauBugUIiX

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) November 19, 2023

UK Autumn Statement, Black Friday heralds holiday retail binge https://t.co/P8jyM0uYLy

— FT World News (@ftworldnews) November 19, 2023

🇬🇧 Hunt Warns on Inflation Risk as UK Tax Cut Expectations Grow – Bloomberghttps://t.co/zOoe8eDbU7https://t.co/cBFKtlCk2O

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) November 20, 2023

Weekly Market Outlook (20-24 November)https://t.co/usOwNqBBvf

— investingLive (@investingLive_) November 19, 2023

Taiwan president hopefuls to register, Yoon in Europe, Thai GDPhttps://t.co/9NXfaLmUiW

— Nikkei Asia (@NikkeiAsia) November 19, 2023

Ministers from Arab, Muslim countries to visit China in bid to end Gaza warhttps://t.co/MlEPs1Ul2G

— Nikkei Asia (@NikkeiAsia) November 19, 2023

Focus on U.S. Economic Calendar

What's coming up in the week ahead in the US: Holidays and Treasury auctionshttps://t.co/VI3GDA7iyh

— investingLive (@investingLive_) November 17, 2023

🇺🇸 Wall St #WeekAhead-After breathtaking surge, US stocks' path may rest on economic soft landing – Reutershttps://t.co/TDc3eaQhgO

— fastreveal (@fastrevealnews) November 19, 2023

Top 10 Macro/Financial Charts of the Previous Week – w46

⚠ Top 10 Macro/Financial Charts of the Week – w46 (2023) ⚠

*HT @Barchart, @FrancoisTrahan, @FrancoisTrahan, @EPBResearch, @ForexLive, @WilliamsonChris, @fwred #Stocks #ETFs #Employment #Inflation #Housinghttps://t.co/GKOYH2s6Ma

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) November 18, 2023

What happened in the World Economy last Week – in charts – w46 (Bloomberg)

🌎 Charting the Global Economy: Inflation Eases in US and UK – Bloomberghttps://t.co/Cj7CYCefr6 pic.twitter.com/ugbut3BY0l

— fastreveal (@fastrevealnews) November 19, 2023

*Note: Previous reports can be found here