π£ Markets Watch: Inflation Data Takes Center Stage as Markets Refine February Direction (Feb 09β15, 2026)
What to Watch This Week: Key Events: With the post-Fed repricing phase still unfolding, this week shifts attention squarely toward...
What to Watch This Week: Key Events: This week markets face two major cross-currents: the ongoing uncertainty around U.S. data flows (due to the government shutdown) plus a heavier focus on labour or growth signals in major economies. With headline inflation data thin, the interplay between employment prints, policy guidance, and global growth updates will likely dictate flows across equities, FX, and bonds.
| Monday, Nov 10 π³πΏ RBNZ Inflation Expectations π¬π§ UK Labour Market Update |
| Tuesday, Nov 11 π³πΏ (Reduced-volume day) |
| Wednesday, Nov 12 π©πͺ Germany Final HICP πΊπΈ U.S. Retail Sales / PPI Estimates |
| Thursday, Nov 13 π¦πΊ Australia Labour Market πͺπΊ Euro-area GDP (Q3) πΊπΈ U.S. Consumer Sentiment (Prelim) |
| Friday, Nov 14 π¨π³ China Industrial Production & Retail Sales πΊπΈ U.S. Import/Export Prices |
β’ The data disruption in the U.S. elevates the importance of alternative indicators (labour prints, business outlook surveys) rather than traditional inflation releases.
β’ Holiday effects (Veterans Day, Nov 11 US) may reduce liquidity β hence price moves can be sharper in thinner markets.
β’ If next week (Nov 17+) brings a major U.S. inflation print or a surprise policy statement, positioning this week may pre-adjust ahead of it β meaning labour and growth signals this week may trigger anticipatory flows.
β’ Chinaβs data on Friday will also become relevant for risk sentiment heading into the following week, given global growth concerns.
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