W Week Ahead

Week Ahead Preview: FOMC, BOE and ECB Minutes; Central Banks’ Speeches; IMF Economic Outlook; U.S. and Chinese CPI, PPI; U.S. House Republicans Speaker Election

08 October, 2023
christophe-barraud-week-ahead-2021

From FOMC, BOE, BOE Minutes to the IMF Economic Outlook Update to the election of a new US House speaker and the start of quarterly bank earnings, here’s what you need to follow for the week ahead.

Monday

🌏 Public holidays in Japan, South Korea and Taiwan

🇺🇸 Columbus Day in US

🇨🇦 Thanksgiving Day in Canada

September aggregate financing, money supply, new yuan loans

🇫🇷 🇩🇪 French President Emmanuel Macron is expected to discuss artificial intelligence with German Chancellor Olaf Scholz during a visit to Hamburg. Through Tuesday – Bloomberg

🇩🇪 August industrial production

🇪🇺 ECB Vice President Luis de Guindos gives speech in Madrid at XIV Encuentro Financiero organized by Diario Expansion – Bloomberg

🇪🇺 ECB Governing Council member Mario Centeno and Brazilian central bank President Roberto Campos Neto speak in Lisbon – Bloomberg

🇪🇺 ECB’s de Cos Speaks in Madrid – Bloomberg

🇬🇧 Bank of England policy-maker Catherine Mann speaks at NABE conference – Bloomberg

🇺🇸 Dallas Fed President Lorie Logan speaks at National Association of Business Economics annual meeting in Dallas – Bloomberg

🇺🇸 Fed Vice Chair Michael Barr speaks at the American Bankers Association annual convention in Nashville – Bloomberg

🇺🇸 Fed Governor Philip Jefferson speaks at NABE conference – Bloomberg

Tuesday

🌎 The IMF issues its latest world economic outlook

🇪🇺 Francois Villeroy de Galhau speaks on panel and delivers keynote address – Bloomberg

🇬🇧 BOE Minutes

🇺🇸 September NFIB Survey

🇺🇸 Roberto Perli, the New York Fed’s System Open Market Account manager, speaks at the National Association for Business Economics conference about monetary policy implementation – Bloomberg

🇺🇸 Atlanta Fed President Raphael Bostic participates in moderated conversation at ABA convention in Nashville – Bloomberg

🇺🇸 Fed Governor Christopher Waller delivers keynote address at monetary policy conference hosted by George Mason University – Bloomberg

🇺🇸 Minneapolis Fed President Neel Kashkari in a town hall event at Minot State University in North Dakota – Bloomberg

🇺🇸 San Francisco Fed President Mary Daly speaks at town hall event hosted by the Chicago Council on Global Affairs – Bloomberg

Wednesday

🇪🇺 August ECB CPI Expectations

🇪🇺 ECB’s Klaas Knot Speaks in Marrakech – Bloomberg

🇪🇺 ECB’s de Cos Speak at IMF Panel in Marrakech – Bloomberg

🇺🇸 September PPI

🇺🇸 FOMC Minutes

🇺🇸 Fed Governor Michelle Bowman speaks in Marrakesh during World Bank-IMF meetings in Morocco – Bloomberg

🇺🇸 Fed Governor Christopher Waller holds a fireside chat at the E2 Summit in Park City, Utah – Bloomberg

🇺🇸 Atlanta Fed President Raphael Bostic speaks at Metro Atlanta Chambers event – Bloomberg

🇺🇸 Boston Fed President Susan Collins delivers the 2023 Goldman Lecture in Economics at Wellesley College – Bloomberg

🇺🇸 US House Republicans plan speaker election

Thursday

🇪🇺 ECB Executive Board member Board member Frank Elderson participates “High-level policy & business dialogue III” at European Business Nature Summit organised by the European Commission in Milan, Italy – Bloomberg

🇪🇺 ECB’s Villeroy Speaks at IIF Conference in Marrakech – Bloomberg

🇪🇺 ECB’s Holzmann Speaks in Marrakech – Bloomberg

🇪🇺 ECB’s Knot Speaks at IIF Conference in Marrakech – Bloomberg

🇪🇺 ECB’s Vujcic, Vasle Speak in Marrakech – Bloomberg

🇪🇺 ECB’s Panetta Speaks at IMF Event on CBDCs – Bloomberg

🇪🇺 ECB Minutes

🇬🇧 August Monthly GDP

🇬🇧 BOE credit conditions survey

🇬🇧 BOE’s Huw Pill speaks at Marrakesh Economic Festival – Bloomberg

🇺🇸 September CPI

🇺🇸 Dallas Fed President Lorie Logan delivers welcoming remarks at the Digital Inclusion Research Forum. She will make no comments on monetary policy or the economy, the bank said – Bloomberg

🇺🇸 Atlanta Fed President Raphael Bostic speaks at National Agriculture Conference at Atlanta Fed – Bloomberg

🇺🇸 Boston Fed President Susan Collins speaks at the 22nd Annual Regional and Community Bankers Conference, hosted by the Boston Fed, where she’ll share perspectives on the economy – Bloomberg

Friday

🌎 G20 finance ministers and central bankers meet as part of IMF gathering

🇨🇳 September CPI and PPI

🇨🇳 September trade data

🇪🇺 August industrial production

🇪🇺 Bundesbank press breakfast at Annual meeting of the IMF and World Bank and meeting of G20 finance ministers and central bank governors in Marrakech, Morocco – Bloomberg

🇪🇺 ECB President Christine Lagarde on IMF panel on the global economy with IMF Managing Director Kristalina Georgieva and WTO Director-General Ngozi Okonjo-Iweala – Bloomberg

🇬🇧 BOE’s Andrew Bailey and Jon Cunliffe speak at Institute of International Finance meeting in Marrakesh – Bloomberg

🇺🇸 October U. of Mich. Sentiment

🇺🇸 Philadelphia Fed President Patrick Harker speaks on economic outlook during virtual event with Delaware State Chamber of Commerce – Bloomberg

Weekend

🇬🇧 Bank of England Governor Andrew Bailey speaks as a panellist at the G30 38th Annual International Banking Seminar ‘Global Economic and Monetary challenges’ – Bloomberg

Earnings

https://twitter.com/C_Barraud/status/1710537332321878456

Previews

https://twitter.com/C_Barraud/status/1710914345926885521
https://twitter.com/fastrevealnews/status/1710926862199697509

Focus on U.S. Economic Calendar

https://twitter.com/C_Barraud/status/1710921481851400538
https://twitter.com/C_Barraud/status/1711233974536720447

Top 10 Macro/Financial Charts of the Previous Week – w40

https://twitter.com/C_Barraud/status/1710540861308584352

What happened in the World Economy last Week – in charts – w40 (Bloomberg)

https://twitter.com/fastrevealnews/status/1710915702637404557

*Note: Previous reports can be found here