📣 Markets Watch: Agenda-heavy week ahead with ISM, PMI & labour in focus (Dec 01–07, 2025)

What to Watch This Week: Key Events: This week kicks off global December flows with a full slate of manufacturing and services PMIs, inflation, and labour data across major regions. With sentiment sensitive after recent policy uncertainty and U.S. data disruptions, markets may respond sharply to any surprises — expect heightened volatility in FX, bond yields, and risk assets as investors re-assess positioning for Q4.

 Key Global Economic Events to Watch (Dec 01–07, 2025)

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📌 Additional Factors to Monitor

• The recent U.S. shutdown caused a backlog in macro data; this week’s U.S. labour, income, and spending prints may carry more weight than usual.
• With the turn of the month and season-end positioning underway, any unexpected data — especially from the U.S. or Europe — could trigger outsized cross-asset moves.
• Liquidity may remain patchy in some markets as traders reposition for Q4 — meaning volatility risk remains elevated.

🧭 Under-Radar / High-Importance Signals Ahead

• If labour or income/spending data in the U.S. surprises (positive or negative), it could re-shape expectations for upcoming rate decisions — influencing USD, yields, and risk-asset flows.
• Euro-area inflation and GDP updates may alter EUR positioning just before year-end — of particular relevance for EUR crosses and EUR-based assets.
• Regional data from Asia (China / Japan) early in the week might set risk sentiment tone globally; any signs of slowdown or strength could ripple through FX and commodities.

🔎 Key Themes for the Week

• PMI & Labour-Data Driven Risk Moves: With lots of PMI, employment, and spending prints, expect FX and yields to react sharply to surprises.
• Risk Re-Calibration & Positioning: As we roll into December, markets may adjust risk premiums — watch for shifts in volatility, safe-haven demand, and yield plays.
• Cross-Region Spill-Overs: U.S., Eurozone, and Asia data collide — global asset flows and correlations matter more than ever this week.

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