• WEEKEND: G20 finmin/cbank heads meet.
• MON: US to impose tariffs on Mexico; UK Tory leadership campaign starts; Japan GDP; UK GDP, Manufacturing; Canada housing.
• TUE: EIA STEO, UK jobs report
• WED: China CPI, US CPI, CBRT.
• THU: OPEC MOMR.
• FRI: IEA oil report, CBR.

G20 FINMIN/CBANKS HEAD MEETING (WEEKEND):

Ahead of the leaders’ summit on 28-29 June, G20 finance ministers and central bank officials will meet on the weekend at Fukuoka in...

• MON: Swiss CPI, Turkish CPI, EZ, US/UK mfg PMI, US ISM mfg, construction spending, NZ trade
• TUE: RBA, UK cons PMI, EZ CPI & unemployment, US factory orders, Aus GDP
• WED: EZ, UK & US services PMI, EZ PPI, retail sales, US ADP, ISM non-mfg, NBP, Aus Trade
• THU: German factory orders, RBI & ECB, EZ employment & GDP (F), US trade, unit labor costs, nonfarm productivity, Canadian trade
• FRI: Swiss unemployment, German & French trade, German IP, US & Canadian labor market...

• MON: UK and US Market Holiday.
• TUE: Hungary rate decision.
• WED: BOC rate decision, German Jobs Report, Richmond Fed.
• THU: Aussie Building Approvals, CAPEX; NZ Budget; US GDP, Pending Home Sales.
• FRI: Japanese jobs data, Tokyo CPI, industrial output; BOK rate decision; German retail sales, CPI; US personal spending, core PCE, Michigan; Canadian GDP

• MON: Norway GDP.
• TUE: OPEC MOMR, Swedish CPIF, Germany ZEW Survey, China IP, UK jobs data, BCB mins.
• WED: US retail sales, IEA Oil Market Report, EZ GDP (2nd reading), Germany Prelim GDP, Canadian CPI, US IP.
• THU: Banxico, Aus jobs data, Indonesian rate decision, Eurogroup meeting.
• FRI: EZ CPI (Final), US auto tariff decision.

• Monday: UK Holiday
• Tuesday: RBA Monetary Policy Meeting, EIA Short-Term Energy Outlook, Australian Retail Sales and Trade Balance, German Industrial Orders and Output, Japan returns from Golden Week Holiday
• Wednesday: RBNZ Monetary Policy Meeting, Brazilian Central Bank Monetary Policy Meeting, JMMC Meeting, China Trade Balance
• Thursday: Norges Bank Monetary Policy Meeting, US International Trade
• Friday: UK...

• Sunday: Spanish Election.
• Monday: EZ consumer confidence; US PCE/personal spending.
• Tuesday: German unemployment; EZ flash Q1 GDP, regional EZ CPIs; Canada GDP; US consumer confidence, pending home sales, Chicago PMI; NZ employment.
• Wednesday: Europe Labour Day Holiday; UK, US mfg PMI; US ADP employment, construction spending, ISM mfg, FOMC.
• Thursday: China Caixin mfg PMI; EZ mfg PMI; UK construction PMI;...

• Mon: Easter.
• Tue: Flash PMIs, EZ flash consumer confidence.
• Wed: BOC rate decision, ECB bulletin.
• Thu: BoJ rate decision, Riksbank & CBRT rate decisions, US durable goods.
• Fri: Japanese labour data & retail sales, US advance GDP, Final Michigan confidence.
• Sun: Spanish General Election.

• Monday: US Factory Orders
• Tuesday: EU General Affairs Council, EIA STEO
• Wednesday: FOMC Minutes, ECB, OPEC MOMR, UK GDP, US CPI, Trump to meet South Korea President Moon, EU Brexit Summit
• Thursday: IEA Oil Market Report, Indian Elections Start, US PPI
• Friday: Revised Brexit date (TBC), Eurozone Industrial Production, Uni of Mich (prelim)

• Monday: ISM Mfg, Mfg PMIs, EZ CPI, US Retail Sales, Construction Spending.
• Tuesday: RBA, EZ Unemployment, US Durable Goods.
• Wednesday: Services PMI; ISM non-Mfg; China Vice Premier Liu travels to US for trade talks; Aus Trade Balance; US ADP.
• Thursday: RBI, US Challenger Job Cuts, US and Canadian Labour Market Reports.
• Friday: No major releases.

• Monday: US New Home Sales, Apple Event.
• Tuesday: US Durable Goods, Case Shiller, Consumer Confidence.
• Wednesday: RBNZ.
• Thursday: SARB, US GDP (final), Eurozone final Consumer Confidence, US Pending Home Sales, Banxico, Japan Labour market & Retail Sales.
• Friday: UK was scheduled to withdraw from EU; UK GDP; US PCE; Canada GDP; Uni of Michigan (final).

• Monday: Eurogroup meeting
• Tuesday: Brexit Meaningful Vote (TBC), ECOFIN meeting, UK GDP, US CPI
• Wednesday: Eurozone Industrial Production, US PPI
• Thursday: BoJ Rate Decision, US Retail Sales
• Friday: Eurozone CPI (final), NY Fed Mfg, Uni of Michigan (Prelim), US JOLTS (Jan), US Industrial Production

• Mon: US Construction Spending (Dec)
• Tue: RBA, Spanish Parliament dissolves, EZ final PMIs, EZ Retail Sales, US ISM non-Mfg, PMIs, US New Home Sales (Dec)
• Wed: BoC, Fed's Beige Book, Aussie GDP, US & Canada Trade Balance (Dec), US Factory Orders, US New Home Sales (Jan)
• Thu: ECB, Aussie Retail Sales & Trade Balance, US & Canada Trade Balance (Jan)
• Fri: US & Canadian Labour Market Report

Monday: US Wholesale Inventories

Tuesday: US Housing Starts, Consumer Confidence, New Home Sales, Richmond Fed, Powell Senate testimony, Fed Discount Minutes, NZ Trade

Wednesday: Brexit vote, US Durables, US Factory Orders, Pending Home Sales, Powell House testimony, Canadian CPI, BoK Rate Decision

Thursday: US GDP, Chicago PMI, Swedish GDP, German CPI

Friday:  US PCE, ISM Mfg PMI, Construction Spending, Auto Sales , German Employment,  Eurozone PMI (F), Canadian GDP

• Monday:
• Tuesday: UK Labour Market Report, RBA Minutes, German ZEW Survey, Japan Trade Balance
• Wednesday: FOMC Minutes, US Housing Starts, US Building Permits, Eurozone Consumer Confidence (Flash)
• Thursday: ECB Mins, Aussie Labour Report, Philly Fed, US Existing Home Sales, US & Eurozone Markit Flash PMIs, Japan CPI
• Friday: Eurozone CPI (Final), Riksbank Minutes

• Mon: China Caixin Services PMI, UK GDP, Eurogroup meeting
• Tue: OPEC Monthly Report, RBNZ Interest Rate Decision, Japanese PPI
• Wed: Riksbank Interest Rate Decisions, UK CPI, EU Industrial Production, US CPI, Japanese GDP
• Thu: Brexit Meaningful Vote, Indonesian Interest Rate Decision, US PPI, Eurozone GDP & Employment, China Trade Balance
• Fri: China CPI, UK Retail Sales, Eurozone Trade Balance, NY Empire State Manufacturing Index, Uni of Michigan

• Monday: Turkish CPI, UK Construction PMI, Eurozone PPI, US Factory Orders
• Tuesday: Australian Trade, RBA Rate Decision, Eurozone (F), UK and US Services PMIs, Eurozone Retail Sales, Canadian Trade, US ISM Non-Manufacturing,
• Wednesday: US Trade, Australian Jobs Report
• Thursday: BoE Rate Decision, Minutes & QIR, RBI & Banxico Rate Decision,
• Friday: German Trade, Norwegian GDP, Canadian Jobs

• Monday: BoJ Minutes, Eurozone Consumer Confidence (Final), New Zealand Trade Balance
• Tuesday: US Consumer Confidence, US Case Shiller, Japan Retail Sales
• Wednesday: FOMC Interest Rate Decision, Australia CPI, US Pending Home Sales, US-China trade talks
• Thursday: US PCE (TBC), US Chicago PMI, China PMIs, Eurozone GDP Flash & Unemployment, Canadian PPI, Japan Labour Report, US-China trade talks
• Friday: EZ (F), UK, US mfg PMIs, US NFP, ISM mfg PMI, Uni. Of Michigan

Mon: Germany Gfk Consumer Confidence, China GDP & Retail Sales

Tue: UK Labour Report, US Existing Home Sales, NZ CPI, Hungary rate decision, US Existing Home Sales, Japan Trade Balance

Wed: BoJ, Canadian Retail Sales, Australia PMIs, Eurozone Consumer Confidence

Thu: ECB, Norges Bank, Australia Labour Report, Eurozone & US PMIs, Japan CPI

Fri: US Durable Goods, New Home Sales

Week In Focus; week commencing 8 October 2018

Sunday: Brazilian Election

Monday: Chinese Caixin Services PMI, Eurozone Sentiment Index

Tuesday: Japanese Current Account

Wednesday: Australian GDP, US PPI, UK Monthly GDP, Production & Trade Balance

Thursday: US CPI, Japanese PPI, ECB Minutes

Friday: Eurozone Industrial Production, Chinese Trade Balance, Pastor Brunson court decision, US Banks kick off US earnings season

ITALIAN BUDGET

Last week...

Key Events

Monday: Eurozone CPI

Tuesday: N/A

Wednesday: BoJ Interest Rate Decision, UK CPI, New Zealand GDP

Thursday: SNB Interest Rate Decision, Norges Bank Interest Rate Decision, EU leaders expected to discuss Brexit

Friday: Japan CPI, Eurozone Markit Manufacturing, Services and Composite PMIs (Flash), Canada CPI

Sunday: JMMC meeting in...

Week In Focus:

Key Events

Sunday: Swedish election

Monday: Japan GDP (Revised), China CPI, Norway CPI, UK Monthly GDP (Jul)

Tuesday: OPEC and non-OPEC technical committee to meet, UK Jobs Data, Germany ZEW Survey

Wednesday: Eurozone Employment, OPEC Monthly Oil Market Report

Thursday: ECB Interest Rate Decision, BoE Interest Rate Decision, CBRT Interest Rate Decision,...

Key Events

Monday: UK Market Holiday, German Ifo Survey

Tuesday: US Trade Balance

Wednesday: French GDP, US GDP (2nd Reading), US Pending Home Sales

Thursday: German Labour Market, German CPI (Prelim), US PCE, Canadian GDP (Quarterly)

Friday: Japan Labour Market, Tokyo CPI, China PMI, EZ CPI (Prelim)

TRADE

The US trade war continues to be...

Key Events

Monday: German PPI

Tuesday: RBA Minutes

Wednesday: NZ Retail Sales, Canadian Retail Sales, US Existing Home Sales, FOMC Minutes

Thursday: Norway GDP, EZ PMI (Flash), ECB Minutes, Fed’s Jackson Hole Symposium begins, US PMI (Flash), US tariffs on USD 16bln of Chinese goods take effect

Friday: NZ Trade Balance, Japan CPI, German GDP (2nd reading), US Durable...

Key Events

Monday: North and South Korea to hold “high-level” talks

Tuesday: China Industrial Production, German ZEW Survey, German & EZ GDP, UK Labour Market, Home Depot earnings

Wednesday: UK CPI, US Retail Sales, US Industrial Production, Cisco earnings

Thursday: Australian Labour Market, Norges Bank Rate Decision, UK Retail Sales, US Housing Starts & Building Permits, Walmart...

Monday: German Factory Orders

Tuesday: RBA Rate Decision, German Industrial Production, US JOLTs

Wednesday: China Trade Balance

Thursday: RBNZ Rate Decision, China CPI, US PPI, US and Japan to hold bilateral trade talks

Friday: Japan GDP, Norway CPI, Swedish CPI, UK GDP, US CPI, Canadian Labour Market