THE WEEK AHEAD ECONOMIC DATA RELEASE 30TH NOV 2025 EX OIL COMMODITIES ARE SET FOR MORE UPSIDE IN CY26 CHINA IS IRREVERSABLY DECOUPLING FROM US: THINK 2027, THINK TAIWAN IS THIS DECEMBER DIFFERENT FOR DOLLAR THE WEEK AHEAD ECONOMIC DATA RELEASE 23RD NOV 2025 DUTCH PENSION REFORMS: THE NEXT LONG END WORRY NVIDIA: WINNER TAKES IT ALL UK AUTMN BUDGET: PREVIEW BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

ECONOMIC DATA RELEASE 1ST WEEK FEB 2024

ADMIN || 6th February 2024

A shocker Jan US NFP (Non Farm Payroll) number @ 353k against market estimates of 185k took US bond markets by surprise. While Jan seasonally happens to be a tough month to predict payrolls, but the extent of surprise on upside was very significant.

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