[Jinshi Data Compilation: Important events and data forecasts for next week - China's GDP and import and export data, MLF operations, Financial Street Forum Annual Meeting; US retail sales monthly rate; ECB interest rate decision]
1. Monday: ① Data: US New York Fed 1-year inflation expectations in September; China's September trade account, September total electricity consumption year-on-year (to be determined). ② Events: 2026 FOMC voting member Kashkari participated in the expert group discussion; OPEC released the monthly crude oil market report. The Nobel Prize in Economics was announced. Next week, 346.9 billion yuan of reverse repurchases will expire in the central bank's open market. ③ Closed: Japanese and Canadian stock markets are closed for one day due to holidays.
2. Tuesday: ① Data: China's medium-term lending facility (MLF) winning rate and operation scale as of October 15; UK's three-month ILO unemployment rate in August, unemployment rate in September, and number of unemployment benefit applicants in September; France's September CPI monthly rate; Germany's October ZEW economic sentiment index; Eurozone's October ZEW economic sentiment index; Eurozone's August industrial output monthly rate; Canada's September CPI monthly rate, August wholesale sales monthly rate; US October New York Fed manufacturing index. ② Events: Fed Governor Waller spoke on the economic outlook; 2024 FOMC voting member Daly spoke. IEA released a monthly crude oil market report; the 136th Canton Fair was held from October 15 to November 4. The first batch of ten CSI A500ETFs were collectively listed. ③ Financial reports: US stocks Johnson & Johnson (JNJ.N), Bank of America (BAC.N), Citigroup (C.N), Goldman Sachs (GS.N), etc.
3. Wednesday: ① Data: UK September CPI monthly rate, September Retail Price Index monthly rate; US September Import Price Index monthly rate. ② Events: Fed Governor Kugler delivered a speech. Hong Kong Chief Executive John Lee delivered his third policy address during his tenure. ③ Financial reports: US stocks Morgan Stanley (MS.N), ASML (ASML.O), etc.
4. Thursday: ① Data: API crude oil inventory, EIA crude oil inventory, and EIA natural gas inventory for the week ending October 11 in the United States; seasonally adjusted unemployment rate in Australia in September; Swiss trade account in September; final value of the annual CPI rate in the euro zone in September and seasonally adjusted trade account in August; deposit facility rate and main refinancing rate of the European Central Bank in the euro zone to October 17; monthly rate of retail sales in the United States in September, initial jobless claims for the week ending October 12, Philadelphia Fed manufacturing index in October, monthly rate of industrial output in September, NAHB housing market index in October, monthly rate of commercial inventory in August. ② Events: ECB announces interest rate decision, Lagarde holds monetary policy press conference [simultaneous interpretation]. ③ Financial reports: Hong Kong stocks Fuyao Glass (03606.HK), US stocks TSMC (TSM.N), Netflix (NFLX.O), etc.
5. Friday: ① Data: Japan's core CPI annual rate in September; China's GDP annual rate in the third quarter, total retail sales of consumer goods in September, and industrial added value above designated size in September; UK's seasonally adjusted retail sales monthly rate in September; Eurozone's seasonally adjusted current account in August; US September new housing starts annualized, and total building permits in September. ② Events: The National Bureau of Statistics released a monthly report on residential sales prices in 70 large and medium-sized cities, and the State Council Information Office held a press conference on the operation of the national economy. Kashkari, a voting member of the 2026 FOMC, delivered a speech. The 2024 Financial Street Forum Annual Meeting opened, and Wu Qing, Chairman of the China Securities Regulatory Commission, and Li Yunze, Director of the Financial Supervision Administration, attended the opening ceremony and delivered speeches. The main forum of the 2024 Financial Street Forum Annual Meeting of the People's Bank of China was held in the afternoon. ③ Financial reports: Hong Kong stocks Zijin Mining (02899.HK), US stocks Procter & Gamble (PG.N), American Express (AXP.N), etc.
6. Saturday: ① Data: Total number of oil rigs in the United States as of the week ending October 18. ② Event: Fed Governor Waller delivered a speech. The China Securities Regulatory Commission hosted the afternoon main forum of the 2024 Financial Street Forum Annual Meeting. (Reprinted from: Jinshi Data)