Compiled by: GaryMa Wu Discusses Blockchain

Summary
Wu Discusses This Week's Macroeconomic Indicators and Analysis: This week, key attention can be given to the Federal Reserve's release of the minutes from the November monetary policy meeting, the U.S. third-quarter real GDP, and the Fed's favorite inflation indicator, the October core PCE, etc.

Review of Last Week

  • Reserve Bank of Australia Meeting Minutes: The current restrictive interest rate is appropriate.

  • The four-week average of initial unemployment claims in the U.S. for the week ending November 16 is 217,750, with the previous value revised from 221,000 to 221,500.

  • NVIDIA announced its third-quarter financial results for fiscal year 2025, with adjusted earnings per share (EPS) of $0.81, exceeding market expectations of $0.74; revenue was $35.1 billion, surpassing market expectations of $33.25 billion. Among them, data center business revenue reached $30.8 billion, higher than the market expectation of $29.14 billion. NVIDIA expects fourth-quarter revenue to be $37.5 billion, with a fluctuation of 2%.

  • The University of Michigan's November Consumer Confidence Index final value is 71.8, lower than the market expectation of 73.7.


Key Events & Indicators This Week
November 27

  • Federal Reserve releases November monetary policy meeting minutes (03:00)

  • U.S. third-quarter real GDP annualized quarterly rate revision (21:30)

  • U.S. initial unemployment claims for the week ending November 23 (10,000) (21:30)

  • U.S. October core PCE price index annual rate (23:00)

November 29

  • Eurozone November CPI Annual Rate Preliminary (18:00)


November 30

  • China's November Official Manufacturing PMI (09:30)