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Trading Week Ahead

Trading Week Ahead: Key Data to Shape Fed’s December Decision

With the Fed considering a possible December rate cut and key data still limited by the government shutdown, this week’s ISM ServicesADP Jobs and UoM Inflation Expectations reports take on added importance. Markets will be watching for signs of economic strength or weakness that could influence the Fed’s next move.

👉 Here’s what traders need to know.

• ISM Services PMI
Wednesday’s services PMI is expected to rise to 50.8 from 50.0, signalling slight expansion. A stronger print could reduce rate cut hopes, lifting the dollar and yields. A miss may trigger a dovish shift and boost risk assets.

• ADP Nonfarm Employment Change
ADP jobs data is forecast at +28K after last month’s -32K drop. A rebound would challenge easing bets and support USD strength. Another weak print could weigh on the dollar and lift equities.

• University of Michigan Inflation Expectations
Friday’s UoM survey follows a previous 4.6% inflation expectation. Persistently high readings may keep the Fed cautious. A decline would support dovish sentiment and market optimism.

Monday, Nov. 3
Time
4:00 PM
Instrument
USD
USD
Event ISM Manufacturing PMI, Prices
Tuesday, Nov. 4
Time
4:00 PM
Instrument
USD
USD
Event JOLTS Job Openings (Tentative)
Wednesday, Nov. 5
Time
2:15 PM
Instrument
USD
USD
Event ADP Nonfarm Employment Change
Time
3:00 PM
Instrument
USD
USD
Event ISM Services PMI
Thursday, Nov. 6
Time
1:00 PM
Instrument
GBP
GBP
Event BoE Interest Rate Decision
Friday, Nov. 7
Time
2:30 PM
Instrument
CAD
CAD
Event Unemployment Rate
Time
4:00 PM
Instrument
USD
USD
Event Prelim UoM Inflation Expectations, Consumer Sentiment

*All times in the table are in GMT+2
*US government data may be impacted by the shutdown. (Tentative) events are subject to delay, revision, or cancellation.


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