THE WEEK AHEAD ECONOMIC DATA RELEASE 7TH DEC 2025 NO FALL IN RUSSIAN CRUDE EXPORTS POST NOV SANCTIONS DEC FOMC PREVIEW: A HAWKISH CUT CAN 10YR USTs MAKE A DASH TO 4.5% 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 BUY 10YR UK GILTS AGAINST SELL 10YR GERMAN BUNDS BUY 10YR UK GILTS SELL 10YR UST BUY S&P 500

THE WEEK AHEAD ECONOMIC DATA RELEASE 30 SEP 2024

ADMIN || 30th September 2024

We expect a strong US data this week. We expect US NFP (Non Farm Payroll) to come at 270k for Sep, with UR (Unemployment Rate) flat at 4.2%, AHE down to 0.2% MoM & upward revisions to Aug NFP. We also expect a strong ISM services no & Aug JOLTS to come at 7800k. In Eurozone we expect headline CPI for Sep to have fallen to 1.7% from 2.2% in Aug. We now expect ECB to cut by 25 bps in it's 17th Oct meeting. We expect Fed Chair to speak along expected lines in his Monday speech at NABE.

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