Market moving info – week starting November 30, 2015

Here’s a summary of last week’s market moving news and a look ahead to the data, events and earnings reports that are likely to move the markets in the week starting November 30.

Last week:

  • UK Chancellor George Osborne watered down plans for deep cuts in welfare, relying on economic growth to boost tax revenue to the budget.
  • China’s stock market halted a three-month rally last Friday, when it fell by 5%.

This week:

Monday, November 30

Europe:

  • Germany preliminary consumer price inflation for November.
  • Italy preliminary consumer price inflation for November.
  • Italy producer prices for manufacturers for October.
  • Spain retail sales for October.
  • Spain current account data for September.
  • Belgium third quarter GDP data.
  • Belgium retail sales for October.
  • Portugal third quarter GDP data.
  • Greece retail sales for September.
  • UK M4 money supply data for October.
  • UK mortgage approvals for October.
  • UK net consumer credit for September.
  • Sweden third quarter GDP data.
  • Turkey trade balance for October.
  • Turkey financial stability report release.
  • Poland third quarter GDP.
  • Polish central bank inflation expectations for November.
  • Poland consumer price inflation for October.
  • Hungary producer price inflation for October.

US:

  • Chicago PMI for November.
  • Pending home sales for October.
  • Dallas Fed manufacturing activity for November.

Rest of the world:

  • Australia new home sales for October.
  • Australia third quarter company profits.
  • Australia consumer credit for October.
  • Japan second quarter corporate sales, profits.
  • Canada third quarter current account balance.
  • Brazil primary budget balance for October.
  • Mexico budget balance for October.
  • India fiscal deficit for October.
  • India third-quarter GDP data.

Corporate events:

  • Half Year 2016 IG Group Holdings PLC Pre-close Trading Update Release.
  • Q4 2015 Fifth Street Finance Corp Earnings Release.

Tuesday, December 1

Europe:

  • Eurozone manufacturing PMI for December.
  • Eurozone unemployment rate for October.
  • Germany unemployment rate for December.
  • Germany manufacturing PMI for November.
  • France manufacturing PMI for December.
  • Italy manufacturing PMI for November.
  • Italy third quarter, October unemployment.
  • Spain manufacturing PMI for November.
  • Netherlands manufacturing PMI for November.
  • Belgium unemployment for November.
  • Ireland consumer sentiment, unemployment rate.
  • Greece manufacturing PMI for November.
  • Russia manufacturing PMI for November.
  • Turkey manufacturing PMI for November.
  • Poland manufacturing PMI for November.
  • Czech Republic manufacturing PMI for November.
  • Hungary manufacturing PMI for November.

US:

  • Car sales for November.
  • ISM manufacturing index for November.
  • Construction spending for October.

Rest of the world:

  • China HSBC manufacturing PMI for December.
  • China official non-manufacturing PMI for November.
  • India HSBC manufacturing PMI for November.
  • India cash reserve ratio, reverse repo rate.
  • Japan manufacturing PMI for November.
  • Bank of Japan monetary base for November.
  • Canada third-quarter GDP.
  • Australia central bank interest rate decision.
  • Australia building approvals for October.
  • Australia third quarter current account balance.
  • Australia November commodity prices index.
  • Brazil third-quarter GDP.
  • Mexico remittances for Mexican.

Corporate events:

  • Full Year 2015 Topps Tiles PLC Earnings Release.
  • Half Year 2015/2016 IKB Deutsche Industriebank AG Earnings Release.
  • November 2015 Ford Motor Co Sales Release.

Wednesday, December 2

Europe:

  • Eurozone core CPI for November.
  • Eurozone producer prices for October.
  • Spain unemployment for November.
  • UK construction PMI for November.
  • Sweden third-quarter current account balance.
  • Denmark services PMI.
  • Poland central bank interest rate decision.
  • Hungary central bank minutes.
  • Romania producer prices for October.
  • Romania foreign exchange reserves for November.

US

  • Weekly mortgage applications data from the Mortgage Bankers Association.
  • Weekly crude inventories.
  • ADP employment change for November.
  • Nonfarm productivity, unit labour costs for November.
  • New York ISM for December.
  • Fed Chair Janet Yellen speaks.
  • Fed Beige Book released.

Rest of the world:

  • Bank of Canada overnight lending rate.
  • Australia third-quarter GDP.
  • Brazil capacity utilisation for October.

Corporate events:

  • Q3 2015 American Eagle Outfitters Inc Earnings Release.
  • November 2015 AutoNation Inc Corporate Sales Release.
  • Q3 2015 Aeropostale Inc Earnings Release.
  • Q3 2015 PVH Corp Earnings Release.

Thursday, December 3

Europe:

  • European Central Bank (ECB) decision on interest rates, quantitative easing.
  • ECB President Mario Draghi news conference.
  • Eurozone services PMI for December.
  • Eurozone retail sales for October.
  • Germany composite, services PMI for December.
  • France ILO third quarter unemployment.
  • France composite, services PMI for December.
  • Italy composite, services PMI for November.
  • Spain composite, services PMI for November.
  • UK composite, services PMI for November.
  • Sweden services PMI for December.
  • Russia HSBC composite, services PMI for November.
  • Turkey core CPI for November.
  • Hungary trade balance for October.
  • Romania third-quarter GDP.
  • Romania retail sales for October.

US:

  • Weekly natural gas inventories.
  • Weekly jobless claims.
  • Challenger job cuts for November.
  • ISM non-manufacturing PMI for November.
  • Factory orders for October.

Rest of the world:

  • Japan composite, services PMI for November.
  • India HSBC composite, services PMI for November.
  • Australia trade balance for October.
  • South Africa HSBC PMI for November.
  • Brazil industrial production for October.
  • Mexico gross fixed investment for September.

Corporate events:

  • Half Year 2016 DS Smith PLC Earnings Release.
  • Full Year 2015 GW Pharmaceuticals PLC Earnings Release.
  • Costco Wholesale Corp November 2015 Sales Results.
  • November 2015 Gap Inc Corporate Sales Release.
  • Q3 2015 Dollar General Corp Earnings Release.
  • Q3 2015 Sears Holdings Corp Earnings Release.
  • Q2 2016 Barnes & Noble Inc Earnings Release.

Friday, December 4

Europe

  • OPEC meeting in Vienna.
  • Eurozone retail PMI for November.
  • Germany retail PMI for November.
  • Germany factory orders for October.
  • Germany construction PMI for October.
  • France retail PMI for November.
  • Italy retail PMI for November.
  • Spain industrial production for October.
  • UK new car registrations for November.
  • Sweden industrial production for October.
  • Switzerland consumer price inflation for November.
  • Czech Republic retail sales for October.
  • Hungary third-quarter GDP.
  • Slovakia third-quarter GDP.
  • Bulgaria third-quarter GDP.

US

  • Nonfarm payrolls for November, wages, unemployment rate.
  • Trade balance for October.

Rest of the world:

  • Japan October cash earnings.
  • Japan consumer confidence for November.
  • Canada unemployment for November.
  • Australia retail sales for October.
  • Mexico November consumer confidence.

Corporate events:

  • Berkley Group Earnings Release.
  • Q3 2015 Big Lots Inc Earnings Release.
  • Q4 2015 Hovnanian Enterprises Inc Earnings Release.