Week ahead
Frozen each Sunday evening — times in London.
Minutes of the Federal Open Market Committee on Wednesday 7 Oct headlines the week — the only high-impact release.
HIGH-IMPACT THIS WEEK
Federal Reserve policy communication — the primary channel for the US policy-path driver.
CALENDAR
A business-activity survey — an early, softer signal for the growth driver ahead of hard data.
Federal Reserve policy communication — the primary channel for the US policy-path driver.
A labour-market reading — feeds the employment/labour-slack driver and rate-path expectations.
A survey-based confidence gauge — a forward-looking sentiment signal, not a hard data point.
An inflation reading — transmits to rate-sensitive assets through the real-yield and policy-path channels.
YOUR TRACKED ASSETS
RECENT DRIVER
The S&P 500 showed resilience, indicating investors were looking past immediate inflation worries.
DOMESTIC CATALYST
ISM Services PMI
What it measures: A business-activity survey — an early, softer signal for the growth driver ahead of hard data.
CROSS CATALYST
Persistent inflation concerns
KEY DATES
Monday 5 Oct
Wednesday 7 Oct
Thursday 8 Oct
Friday 9 Oct
RECENT DRIVER
The Euro benefited from crowded short positioning, with potential for further upside on any positive sentiment shifts.
DOMESTIC CATALYST
FOMC Meeting Minutes
What it measures: Federal Reserve policy communication — the primary channel for the US policy-path driver.
CROSS CATALYST
Risk appetite in global equities
KEY DATES
Monday 5 Oct
Wednesday 7 Oct
Thursday 8 Oct
Friday 9 Oct
KEY DATES
Monday 5 Oct
Wednesday 7 Oct
Thursday 8 Oct
Friday 9 Oct
From this week's engine snapshot.