Not much today. Not much tomorrow.
As the market just sits here, not doing much, a look at the calendar tomorrow does not look like it will light a fire either (at least on the surface).
What is expected over the next 24-hours:
- RBAs assistant governor Debelle will speak at the International Swaps and Derivatives Association Annual Australia Conference at 6:35 PM ET/2230 GMT. Audience questions expected
- RBAs Bullock is also expected to speak at 11 PM ET/0300 GMT at the same conference on a panel discussion titled "National digital currencies: Will they cash in?"
- Japan machine tool orders for September (F) will be released at 2 AM ET/0600 GMT. The preliminary came in at 2.8%
- German PPI will be released at 2 AM ET/0600 GMT. The expectations or 0.3% MoM with YoY at 3.0%.
- UK CBI industrial orders expectations will be released at 6 AM ET/1000 GMT. The index is expected at 2 versus -1 last. Business optimism is expected at -4 versus -3
- BOE chief economist Haldane speaks in Paris.
- US Richmond Fed manufacturing index will be released at 10 AM ET/1400 GMT with expectations of 25 versus 29 last.
- EU consumer confidence will be release at 10 AM ET/1400 GMT. The expectations is for -3.2 versus -2.9
- BOE Carney will speak about artificial intelligence and the world economy at the Annual Machine Learning and the Market for Intelligence Conference at 11:20 AM ET/ 1520 GMT
The bigger economic releases don't occur until Wednesday, Thursday and Friday:
Wednesday:
- Bank of Canada is expected to raise rates by 25 basis points to 1.75% from 1.5%
Thursday:
- ECB rate decision. No change expected, but press conference will be eyed
- Durable goods orders in the US
Friday
- US advance the GDP for the 3rd quarter with economists expectations of 3.4%
On the earnings calendar:
- McDonald's
- 3M
- Caterpillar
- xerox
- Lockheed Martin
- United Technologies
- Harley-Davidson
- Texas Instruments
- Juniper networks
More important earnings will be released on Wednesday and Thursday:
Wednesday
- Microsoft
- Boeing
- Visa
- Ford
- Advanced Micro Devices
Thursday
- Alphabet
- Amazon
The markets will also be eyeing the China/Hong Kong markets. They were up strong yesterday with the:
- CSI 300 up 4.32%
- Hang Seng index up 2.32%,
- Shanghai composite index up 4.09% and
- The tech heavy Shenzhen composite index up 4.9%
That is the good news. The not so good news is the YoY returns are terrible:
- CSI 300,-18.87%
- Hang Seng, -12.59%
- Shanghai composite index, -19.72%
- Shenzhen composite index, -30.20%