OPEC MEETING (SUN): OPEC+ is widely expected to keep its pause on oil output increases in place for March when eight key members meet on Sunday, after a sharp rebound in prices this month. Delegates told Reuters there is little appetite to change policy after Brent prices climbed by around 8% in January to above USD 70/bbl, supported by supply disruptions rather than demand. Bloomberg also reports expectations are for policy to remain unchanged, with delegates saying there is no immediate need to respond to...

• Mon: Australian Holiday (Australia Day), German Ifo (Jan).
• Tue: Chinese Industrial Profits (Dec), US Richmond Fed (Jan), US Consumer Confidence (Jan).
• Wed: Fed Policy Announcement, BoC Policy Announcement, BCB Policy Announcement, Australia CPI (Q4), German GfK (Feb), NZ Trade (Dec).
• Thu: Riksbank Policy Announcement, CBRT Minutes, EZ Money Supply (Dec).
• Fri: German Import Prices (Dec), German Unemployment...

• MON: US Holiday (MLK Day), Eurogroup Summit; EZ Final HICP (Dec), Canadian CPI (Dec), Chinese GDP (Q4), US Leading index (Oct), Housing Starts/Building Permits (Oct), Philadelphia Fed (Jan), New Home Sales (Nov), Australian Flash PMIs (Jan)
• TUE: PBoC LPR, EU Economic & Financial Affairs Council, UK Unemployment Rate & Average Earnings (Nov), Swiss Producer Prices (Dec), German ZEW (Jan), French & German Flash PMIs (Jan)
• WED: IEA OMR; UK CPI...

• MON: Japanese Holiday (Coming of Age Day); M2 & New Yuan Loans (Dec)
• TUE: EIA STEO; US NFIB (Dec), CPI (Dec)
• WED: NBP Policy Announcement; US PPI (Nov; Oct-cancelled), US Retail Sales (Nov)
• THU: UK GDP Estimate (Nov), EZ Trade (Nov), US Export/Import Prices (Dec; Nov-cancelled), NY Fed Mfg survey (Jan), Weekly Claims (w/e 3rd Jan), Chinese House Prices (Dec)
• FRI: US Industrial Production...

• SUN: OPEC+
• MON: European Epiphany holiday (No After-Hours Trading in Italy); UK Mortgage Approvals/Lending (Nov), US ISM Manufacturing PMI (Dec), Final PMIs (Dec)
• TUE: European Epiphany holiday (No After-Hours Trading in Italy); French & German Prelim HICP (Dec), EZ Final PMIs (Dec), UK Final PMIs (Dec)
• WED: Australian CPI (Nov), German Retail Sales (Nov), Unemployment (Dec), Chinese FX Reserves (Dec), EZ Flash HICP (Dec), US...

• MON: PBoC LPR, UK GDP (Q3)
• TUE: BoC Minutes (Dec Meeting), RBA Minutes (Dec Meeting), US Richmond Fed (Dec)
• WED: Christmas Eve, ECB Wage Tracker, US Durable Goods (Oct)
• THU: Christmas Day, PBoC MLF, Japanese Tokyo CPI (Dec), Japanese Activity Data (Nov)
• FRI: Chinese Industrial Profits YTD (Nov)
• 30th Dec: FOMC Minutes

PBOC LPR (MON): Expected to be a...

• MON: Chinese Activity Data (Nov), EZ Industrial Production (Oct), Canadian CPI (Nov)
• TUE: NBH Announcement, UK Jobs Report (Oct), EZ/UK/US Flash PMIs (Dec), German ZEW Survey (Dec), Japanese Trade Balance (Nov), US Jobs Report (Nov)
• WED: UK Inflation (Nov), EZ CPI Final (Nov), US Retail Sales (Oct)
• THU: ECB Announcement, BoE Announcement, Norges Bank Announcement, Riksbank Announcement, CNB Announcement, US CPI (Nov), Japanese CPI...

• MON: Chinese Trade Balance (Nov)
• TUE: RBA Announcement, EIA STEO, German Trade Balance (Oct), US JOLTS (Oct)
• WED: FOMC Announcement, BoC Announcement, Chinese Inflation (Nov), Swedish GDP (Oct), Norwegian CPI (Nov), US Employment Cost Index (Q3)
• THU: SNB Announcement, CBRT Announcement, OPEC MOMR, IEA OMR, Australian Jobs Report (Nov), Swedish CPIF (Nov)
• FRI: UK GDP (Oct), German/French/Spanish Final CPI...

• SUN: Opec-8 Meeting
• MON: South Korean Prelim Trade Balance (Nov), Chinese RatingDog Manufacturing PMI Final (Nov), EZ/UK/US Manufacturing PMI Final (Nov), US ISM Manufacturing PMI (Nov), South Korean CPI (Nov)
• TUE: EZ Flash CPI (Nov), South Korean GDP Revised (Q3)
• WED: Australian Real GDP (Q3), Chinese RatingDog Services/Composite PMI Final (Nov), EZ/UK/US Services/Composite PMI Final (Nov), Swiss CPI (Nov), US ISM Services PMI...

• MON: Bank of Israel Announcement; German Ifo (Nov), US National Activity Index (Oct), Dallas Fed Manufacturing Index (Nov)
• TUE: PBoC MLF; US Consumer Confidence (Nov), Richmond Fed (Nov), US Retail Sales (Oct)
• WED: RBNZ Announcement, UK Autumn Budget; Australian CPI (Oct), US Dallas Fed (Oct)
• THU: US Thanksgiving, ECB Minutes (Oct), BoK Announcement; Chinese Industrial Profit (Oct), German GfK (Dec), EZ M3 (Oct), Consumer Confidence...

• MON: Canadian CPI (Oct), US NY Fed Manufacturing (Nov)
• TUE: RBA Minutes (Nov), NBH Announcement; New Zealand PPI (Q3), Japanese Trade Balance (Oct)
• WED: FOMC Minutes (Oct), Bank of Indonesia Announcement; UK CPI (Oct), EZ Final HICP (Oct)
• THU: PBoC LPR; German Producer Prices (Oct), EZ Construction Output (Sep), Canadian Producer Prices (Oct), New Zealand Trade Balance (Oct), Australian Flash PMIs (Nov), Japanese CPI...

• MON: BoJ Summary of Opinions (Oct); Norwegian CPI (Oct), EZ Sentix (Nov), Chinese M2 & New Yuan Loans (Oct)
• TUE: US Veterans' Day; New Zealand Inflation Forecasts (Q4), UK Unemployment Rate/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), ADP’s new weekly “preliminary” jobs estimate
• WED: BoC Minutes (Oct), EIA STEO, OPEC MOMR
• THU: IEA OMR; UK GDP (Sep/Q3), EZ Industrial Production (Sep), US Cleveland Fed (Oct), New Zealand...

• SUN: US clocks change (LDN-NY gap reverts to 5hrs); OPEC-8 Meeting. Australian Final PMIs (Oct)
• MON: Japan Culture Day Holiday; Swiss CPI (Oct), EZ, UK & US Final Manufacturing PMI (Oct), US ISM Manufacturing PMI (Oct), Construction Spending (Sep)
• TUE: RBA Announcement & SoMP, French Assembly Budget (PLF/Revenue) Vote; Canadian Trade Balance (Sep), New Zealand Unemployment (Q3)
• WED: US Supreme Court tariff hearing, Riksbank...

• MON: Chinese Industrial Profit (Sep), German Ifo (Oct), EZ M3 (Sep), US Durable Goods (Sep), Dallas Fed (Oct)
• TUE: German GfK (Nov), US Consumer Confidence (Oct), Richmond Fed (Oct)
• WED: FOMC & BoC Policy Announcements; Australian CPI (Sep & Q3), Swedish Prelim. GDP (Q3), UK Mortgage Approval/Lending (Sep), US Pending Homes (Sep)
• THU: BoJ & ECB Policy Announcements; Swiss KOF (Oct), German Unemployment (Sep), Flash GDP...

• MON: PBoC LPR, CCP 4th Plenum (20th-23rd), Chinese House Prices (Sep), Retail Sales (Sep) & Industrial Output (Sep), German Producer Prices (Sep), US Leading Index (Sep), New Zealand Trade (Sep)
• TUE: NBH Policy Announcement, CCP 4th Plenum (20th-23rd), UK PSNB (Sep), Canadian CPI (Sep)
• WED: CCP 4th Plenum (20th-23rd); UK CPI (Sep), Japanese Trade Balance (Sep)
• THU: CBRT, BOK Policy Announcement, CCP 4th Plenum (20th-23rd),...

• MON: US Columbus Day, Canadian Thanksgiving, Japanese Holiday (Sports Day), OPEC MOMR, Chinese Trade Balance (Oct)
• TUE: RBA Minutes (Sep), IEA OMR, UK Unemployment/Wages (Aug), German ZEW (Oct), US NFIB (Sep)
• WED: Chinese CPI/PPI (Sep), EZ Industrial Production (Aug), US CPI (Sep), NY Fed Manufacturing (Oct)
• THU: Australian Employment (Sep), UK GDP (Aug), EZ Trade Balance (Aug), US Weekly Claims, Philly Fed (Oct), PPI (Sep), Retail...

• SAT: Japanese LDP Leadership Election
• SUN: OPEC+ Meeting
• MON: EZ Construction PMI (Sep), Sentix (Oct), US Employment Trends (Sep), New Zealand NZIER (Q3)
• TUE: EIA STEO; German Industrial Orders (Aug), US International Trade (Aug), Canadian Trade Balance (Aug), Ivey PMI (Sep), Chinese FX Reserves (Sep)
• WED: RBNZ & NBP Policy Announcements, FOMC Minutes (Sep), BoJ's Ueda; Japanese Overtime Pay (Aug),...

• MON:
• TUE: RBA Announcement, BoJ Summary of Opinions, Japanese Retail Sales (Aug), Chinese Official and Caixin PMIs Final (Sep), UK GDP (Q2), French CPI Prelim (Sep), German CPI Prelim (Sep), EZ Sentiment Survey (Sep).
• WED: RBI Policy Announcement; Japanese Tankan (Q3), US, EZ & UK Final Manufacturing PMI (Sep), EZ Flash HICP (Sep), US ADP (Sep), ISM Manufacturing (Sep).
• THU: Swiss CPI (Sep), EZ Unemployment (Aug), US Challenger...

• MON: PBoC LPR, EZ Consumer Confidence Flash (Sep)
• TUE: Riksbank Announcement, EZ/UK/US Flash PMIs (Sep)
• WED: CNB Announcement, Australian CPI (Aug), German Ifo Survey (Sep)
• THU: SNB Announcement, Banxico Announcement, BoJ Minutes, PBoC MLF, German GfK Consumer Sentiment (Oct), US Durable Goods (Aug), US GDP (Q2), US PCE (Q2)
• FRI: Japanese Tokyo CPI (Sep), US PCE (Aug), US University of Michigan Final...

• MON: Chinese Activity Data (Aug)
• TUE: UK Jobs Report (Jul), Italian CPI Final (Aug), EZ Industrial Production (Jul), German ZEW Survey (Sep), US Retail Sales (Aug) and Industrial Production (Aug), Canadian CPI (Aug)
• WED: FOMC Announcement, BoC Announcement, BCB Announcement, Bank of Indonesia Announcement, ECB Wage Tracker, UK Inflation (Aug), EZ CPI Final (Aug), New Zealand GDP (Q2)
• THU: BoE Announcement, Norges Bank Announcement,...

• MON: Japanese GDP (Q2), German Industrial Output (Jul), EZ Sentix Index (Sep), US Employment Trends (Aug), Chinese Trade Balance (Aug), French no-confidence vote
• TUE: UN General Assembly (Iran focus likely), Apple Event, BLS Prelim Benchmark Revisions
• WED: Chinese Inflation (Aug), Swedish Monthly GDP (Jul), Norwegian CPI (Aug), US PPI (Aug)
• THU: ECB Announcement, CBRT Announcement, Swedish CPIF (Aug), US CPI...

• MON: US Labor Day, South Korean Trade Balance Prelim (Aug), Chinese Caixin Manufacturing PMI (Final), EZ, UK, US Manufacturing PMI (Final), New Zealand Terms of Trade (Q2)
• TUE: South Korean CPI (Aug), EZ Flash HICP (Aug), US ISM Manufacturing PMI (Aug)
• WED: NBP Announcement, Australia Real GDP (Q2), US ADP National Employment (Aug), Chinese Caixin Services PMI (Final), EZ, UK, US Services PMI (Final), US Durable Goods R (Jul)
• THU:...

• MON: PBoC MLF, UK Summer Bank Holiday, German Ifo (Aug), US National Activity (Jul)
• TUE: RBA Minutes, Riksbank Minutes, NBH Announcement, US CaseShiller (Jun)
• WED: Australian CPI (Jul), Swiss Investor Sentiment (Aug)
• THU: ECB Minutes, Swiss GDP (Q2), EZ Sentiment Survey (Aug), US GDP 2nd Estimate (Q2), US PCE (Q2)
• FRI: Japanese Tokyo CPI (Aug), Japanese Activity Data (Jul), German Retail Sales (Jul), French...

• MON: N/A.
• TUE: US Building Permits (Jul), Canadian CPI (Jul).
• WED: RBNZ Announcement, Riksbank Announcement, FOMC Minutes, Bank of Indonesia Announcement, PBoC LPR, UK Inflation (Jul), EZ Final CPI (Jul), New Zealand Trade Balance (Jul).
• THU: Fed Jackson Hole Economic Policy Symposium, EZ/UK/US Flash PMIs (Aug), EZ Consumer Confidence (Aug).
• FRI: Fed Jackson Hole Economic Policy Symposium, Japanese CPI...

• MON: Norwegian CPI (Jul), Japanese Mountain Day Holiday
• TUE: US-China truce deadline (likely to be extended), RBA Announcement (Aug), UK Jobs Report (Jun), German ZEW Survey (Aug), US CPI (Jul), EIA STEO, OPEC MOMR
• WED: German Final CPI (Jul), Spanish Final CPI (Jul)
• THU: Norges Bank Announcement, Australian Jobs Report (Jul), UK GDP (Jun/Q2), Swedish CPIF (Jul), EZ Flash GDP (Q2) and Employment (Q2), US PPI...