
A very busy week for monetary policy with Fed and BoE policy meetings (both Thursday) plus the RBA (Tuesday). While the Fed is expected to leave policy unchanged the BoE and RBA are expected to ease policy further. The ECB’s webinar on the strategy review will also be in focus. In EM, we have rate meetings in Poland, Hungary, the Czech Republic and Malaysia. Minutes from this week’s Copom meeting in Brazil will also be released.
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A very busy week for monetary policy with Fed and BoE policy meetings (both Thursday) plus the RBA (Tuesday). While the Fed is expected to leave policy unchanged the BoE and RBA are expected to ease policy further. The ECB’s webinar on the strategy review will also be in focus. In EM, we have MPC meetings in Poland, the Czech Republic and Malaysia, while Hungary’s one-week depo rate will be closely watched on Thursday. Minutes from this week’s Copom meeting in Brazil will also be released.
PMIs will be released across the world at the start of the week. Europe’s PMIs should confirm the recovery in the goods economy versus renewed stress in services, while in China last month’s Golden week holiday likely buoyed the service sector. German IP and factory orders are also due later in the week. In the US, the labour market is in focus with Friday’s NFP release, plus ADP and claims earlier in the week. In EM, South Korean exports are expected to drop back on an unfavourable working day effect. Inflation data are due in South Korea, Turkey and Russia.
US Election! Plus Brexit talks will continue and the EC will release its updated forecasts for Europe.
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