November 8 - 15, 2026
US-Russia-Ukraine Negotiators Meet in Abu Dhabi, Eisenkot Tapped to Form Israeli Government, the ASEAN Summit Gets Underway in Manila, US-Iran Tensions Remain High, and Markets Await US Inflation Data
We enter a week where everything seems to have changed. The Blue Tsunami that has swept Democrats into control of the US House of Representatives and the US Senate – along with the almost immediate challenges to President Trump by a number of leading Republicans, including Vice President JD Vance – strongly suggests big impending changes in US domestic and foreign policy, especially in trade policy. And the midterm results officially made President Trump a lame duck, accelerating the behind-the=scenes jockeying and maneuvering in advance of the 2028 presidential elections.
While we anticipate much will change in the coming weeks and months, for now we expect markets to be focused on four major geopolitical events this week. The first is the high-stakes summit in Abu Dhabi, where US, Russian, and Ukrainian officials are convening to negotiate a potential peace arrangement for Ukraine. While no one expects any significant breakthrough to be announced, it may be a first step in a multi-stage process to get to a peaceful resolution. One of the indicators of this prospect is that Russia is sending a significantly higher level of officials than in any previous meeting.
In a major setback for Prime Minister Benjamin Netanyahu, Israeli President Isaac Herzog formally tasked opposition leader Gadi Eisenkot with forming the country’s next government. The newly elected Israeli Knesset (Parliament) will be sworn in this week, initiating a 28-day timeframe for Eisenkot to successfully stitch together a coalition. If he fails, Netanyahu will be given the opportunity to form a government. Technically, the opposition to Netanyahu’s government won a majority of seats – 67 of 120 seats. But getting the various parties and factions within that 67 will not be easy. If Eisenkot succeeds, it will be something of a sea-change politically for Israel, after years of Netanyahu in the prime minister’s seat.
The third major event this week is the ASEAN Summit in Manila, Philippines. While the summit formally begin next Monday, November 16th, there will be numerous preliminary meetings and governmental activity taking place in advance. A host of major leaders – Chinese President Xi Jinping, US President Trump, Indian Prime Minister Narendra Modi, Japanese Prime Minister Sanae Takaichi, and Canadian Prime Minister Mark Carney among them – will gather to discuss and potentially finalize the ASEAN Digital Economy Framework Agreement, a South China Sea Code of Conduct, and a number of other measures dealing with securing supply chain resilience and security for the greater Indo-Pacific.
We will also see a number of sideline meetings between leaders – arguably the most important being Presidents Trump and Xi discussing bilateral trade deals and laying the groundwork for a possible trilateral meeting between both leaders and President Vladimir Putin at the APEC Summit to be held in Shenzhen, China, on November 18-19.
The fourth critical development to watch this week is the rapidly unfolding situation between Iran and the US. President Trump has been previewing for several weeks a likely large-scale attack on Iran. But there are – again – indications Trump may be tabling such plans if negotiations begin to move forward in any meaningful way. This now seems to be a day-by-day event, making the situation increasingly unpredictable for markets to read.
And in Washington, following the Democratic Party blowout victories in the midterm elections last week, Congress returns to work. It’s possible that in the Lame Duck session, we will see a vote to extend the federal debt ceiling for two years, as well as a drilling/mining permitting reform bill, which will likely offer a significant pop to the critical mineral and oil/gas drilling sectors in the US.
Turning to the global financial and economic radar screen this week, inflation indicators will once again be the focus of markets. The US October CPI is released on Tuesday and the PPI on Friday. Otherwise, there are not a lot of data reports out due to the Veterans Day holiday falling in the middle of the week (Wednesday).
Turning to Europe, the UK September GDP is out on Thursday. On Friday, we will get flash Q3 Eurozone GDP figures. Overall, it is a fairly quiet economic reporting week in Europe, but we will see a meeting of the Eurogroup this week to discuss overall macroeconomic issues, an informal meeting of EU leaders in Dublin following the European Political Community meeting, and a number of speeches by European Central Bank board members, including several by ECB President Christine Lagarde.
In Asia this week, China reports October’s CPI and PPI on Monday and trade balance figures on Tuesday. Japan releases the October Economy Watchers Survey and September household spending on Tuesday along with the Bank of Japan’s summary of opinions. And we will get October’s PPI on Thursday.
We are seeing a petering out of earnings reports this week (more than 90 percent of the S&P 500 corporations have already reported out). But some major tech firms (Cisco, Applied Materials) will be reporting, which will be seen as important in the wake of the recent market sell-off due to tech/AI concerns.
Below is everything else we are tracking around the world in the coming week:
Sunday, November 8, 2026
Global
· Nothing significant to report.
Americas
Political/Social Events –
· Chinese Vice Premier He Lifeng will chair the second China-Canada Economic and Financial Strategic Dialogue in Vancouver, Canada, through November 9, with Canadian Finance Minister Champagne and Trade Minister Sidhu leading for Canada. Bank of Canada Governor Tiff Macklem and financial regulators will also attend. The trip comes just before Prime Minister Carney embarks on his international tour to Ireland, the Philippines, Cambodia, and China.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· Vietnamese President To Lam will make an official visit to Japan through November 11th, meeting Japanese Prime Minister Sanae Takaichi and making a state call on Emperor Naruhito. The visit comes as Hanoi seeks to deepen ties with key economic and security partners, with discussions expected to focus on strengthening the two countries’ comprehensive strategic partnership, including in the areas of economic security, trade, investment and technology cooperation. It will be Lam’s first official visit to Japan in his current capacity.
Economic & Financial Reports/Events –
· Nothing significant to report.
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Monday, November 9, 2026
Global
· The 31st Conference of the Parties to the United Nations Framework Convention on Climate Change (COP31)begins in Antalya, Turkey and runs through November 20th.
· G7 foreign ministers are scheduled to meet in Marseille through November 10, with Ukraine and the Middle East among areas of focus. They will especially focus on recent cyberattacks on Western countries, purportedly led by Russia.
· The International Atomic Energy Agency holds a Symposium on International Safeguards in Vienna through November 12th.
· The UN Security Council is scheduled to hold a briefing on Ukraine.
Americas
Political/Social Events –
· The US Congress returns to work after the midterm elections and begins the Lame Duck Session. Numerous issues are likely to be considered, including an extension of the debt ceiling and a major permitting reform bill.
· The Canadian province of Saskatchewan holds municipal elections.
· The B20 USA Summit, hosted by the US Chamber of Commerce begins in Washington and runs through November 11th.
· Today is Constitution Day in the Dominican Republic, a national holiday.
Economic & Financial Reports/Events –
· Federal Reserve Board Vice Chair for Supervision Michelle W. Bowman will talk about community banking at the Mutual Board Summit Conference, Boston, Massachusetts.
· Richmond Federal Reserve Bank President Tom Barkin speaks before the Greater Greer Chamber of Commerce in Greer, South Carolina.
· Chicago Federal Reserve Bank President Austin Goolsbee participates in moderated Q&A before the “Leadership Greater Chicago Economics: Are We Ready for Tomorrow?” in Chicago, Illinois.
· Brazil BCB Focus Market Readout
· Chile Imports/Exports/Balance of Trade (October)
· Mexico Inflation Rate (October)/ Auto Exports (October)/Auto Production (October)/ PPI (October)
· USA Wholesale Inventories (September)/ NY Fed Bill Purchases 1 to 4 months/ Consumer Inflation Expectations (October)/ Atlanta Fed GDPNow Q4
· Colombia Inflation Rate (October)
· EARNINGS: Constellation Energy, Barrick, Marathon, Oxy, KKR, Dole
Asia
Political/Social Events –
· Today is Independence Day in Cambodia, a national holiday.
Economic & Financial Reports/Events –
· Reserve Bank of Australia Assistant Governor Sarah Hunter speaks at the UBS Australasia conference in Sydney.
· Japan Foreign Exchange Reserves (October)/ Coincident Index (September)/ Leading Economic Index (September)
· Australia Building Permits (September)/ Private House Approvals (September)
· Philippines GDP Growth Rate Q3
· China Inflation Rate (October)/ PPI (October)
· Indonesia Consumer Confidence (October)/ Car Sales (October)
· Taiwan Imports/Exports/Balance of Trade (October)
Europe
Political/Social Events –
· The Eurogroup meets in Brussels. Finance ministers will discuss macroeconomic and fiscal developments in the euro area.Following the annual meetings of the International Monetary Fund and the World Bank Group in Bangkok in October, ministers will discuss the latest macroeconomic developments and the outlook for the euro area, including inflation, fiscal prospects and budgetary discussions in member states. They will also discuss the evolution of the digital euro and wholesale central bank payments, banking union, and “take stock of the candidacies received for the succession of the ECB President and for other vacancies in the ECB Executive Board.”
· The EU Economic and Financial Affairs Council will also meet in Brussels. EU finance ministers will discuss tobacco taxation, the stability and growth pact, and the economic and financial implications of Russia’s ongoing war on Ukraine. The council will also meet on Tuesday (see below).
· European Commission President Ursula von der Leyen will visit Bulgaria and Romania through Tuesday. The purpose of her visit is to discuss with leaders of both countries recent Russian drone attacks on Black Sea vessels that have heightened security tensions along NATO’s eastern flank.
· Hungarian Prime Minister Peter Magyar visits Germany – his first visit since becoming prime minister – to meet with Chancellor Friedrich Merz and give a major policy speech in Berlin.
· The EU Drone Summit begins in Brussels and runs through November 10th. The event brings together high-level representatives from the EU institutions, Member States and industry to take stock of progress under the EU Drone Strategy 2.0 and help shape the next steps towards a competitive, innovative and secure European drone market. The event is organized by the European Commission, with support from the Ministry of Transport of Belgium and the SESAR Joint Undertaking.
Economic & Financial Reports/Events –
· Bank of England Governor Andrew Bailey speaks at the Swiss Institute of International Studies Lecture Series and Dinner hosted by Martin Schlegel at the University of Zurich.
· Germany Imports/Exports/Balance of Trade (September)
· Romania Balance of Trade (September)
· Slovakia Balance of Trade (September)
· Russia Foreign Exchange Reserves (October)
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa Foreign Exchange Reserves (October)
Tuesday, November 10, 2026
Global
· The UN Security Council is scheduled to hold a briefing on the United Nations Mission in South Sudan (UNMISS), followed by consultations.
· US-mediated talks involving Russia and Ukraine are due to take place in Abu Dhabi, through November 11th. The American side is expected to be represented by Steve Witkoff and Jared Kushner. Putin’s aide Vladimir Medinsky will head the Russian side, with Deputy Foreign Ministers Sergey Ryabkov and Mikhail Galuzin, military intelligence chief Igor Kostyukov, and General Staff representative Yuri Zhigarlovsky. No European representatives are being allowed to attend.
Americas
Political/Social Events –
· The US-China trade truce will expire unless a new extension is agreed upon.
· In the US House of Representatives, House Republicans hold leadership elections as the party prepares for minority status in the next Congress. A replacement for outgoing Speaker Mike Johnson (R-LA) will be chosen.
· US Chairman of the Joint Chiefs of Staff General Dan Caine visits Colombia for high-level security meetings.
· Today is the US Marine Corps Birthday. Semper Fi.
Economic & Financial Reports/Events –
· Federal Reserve Board member Governor Christopher J. Waller speaks on the economic outlook at the Bank of England and ts Watchers Conference 2026 in London.
· Federal Reserve Board Vice Chair for Supervision Vice Chair for Supervision Michelle W. Bowman will give remarks on the economic outlook at the C. Peter McColough Series on International Economics with Michelle Bowman, Washington, D.C. Later in the day she will give virtual remarks on the economic outlook at The View from the Federal Reserve Board event.
· Both Kansas City Federal Reserve President Jeffrey Schmid and Dallas Federal Reserve Bank President Lorie Logan give opening remarks before the “Energy and the Economy: Tail Risks, Tailwinds and Resiliency” conference hosted by the Federal Reserve banks of Dallas and Kansas City.
· Philadelphia Fed President Anna Paulson speaks on the economic outlook at the Philadelphia Federal Reserve Bank’s 81st Annual Field Meeting Capstone at Hotel West.
· Brazil BCB Copom Meeting Minutes
· USA NFIB Business Optimism Index (October)/ADP Employment Change Weekly/ Inflation Rate (October)/ CPI (October)/ CPI s.a. (October)/ Redbook (November/07)/ Total Household Debt Q3/ WASDE Report/ EIA Short-Term Energy Outlook/ API Crude Oil Stock Change (November/06) Fed
· El Salvador Inflation Rate (October)
Asia
Political/Social Events –
· The 2026 Global Management Dialogue, a forum organized by Nikkei and Swiss business school IMD, starts in Tokyo under the theme “Take Off: Toward a New Upward Trajectory.” At the annual two-day event, business leaders, including Anthropic Chief Economist Peter McCrory and TSMC Senior Vice President Kevin Zhang, will discuss the role of artificial intelligence and other business trends.
· Today is Genghis Khan Day in Mongolia, a national holiday.
Economic & Financial Reports/Events –
· Australia Westpac Consumer Confidence Change (November)/ Westpac Consumer Confidence Index (November)/ NAB Business Confidence (October)
· Japan Household Spending (September)/ BoJ Summary of Opinions/ Current Account (September)/ Bank Lending (October)/ Eco Watchers Survey Current (October)/ Eco Watchers Survey Outlook (October)/ Reuters Tankan Index (November)
· China Imports/Exports/Balance of Trade (October)/ Balance of Trade Yuan (October)
· Indonesia Retail Sales (September)/ Motorbike Sales (October)
· Philippines Foreign Direct Investment (August)
· Malaysia Industrial Production (September)
· Turkey Industrial Production (September)
· Kazakhstan PPI (October)
· EARNINGS: Sea, Honda, SoftBank
Europe
Political/Social Events –
· The EU Economic and Financial Affairs Council (Budget) will meet in Brussels. Continuing from yesterday’s meeting, EU finance ministers will discuss the Union Budget for 2027.
Economic & Financial Reports/Events –
· European Central Bank Chief Economist Philip R. Lane gives a keynote speech at The Bank of England and Its Watchers Conference in London.
· European Central Bank Governing Council member Jose Luis Escriva gives a lecture on “A Resilient Europe in the New Geopolitical Landscape” in Geneva, Switzerland.
· Bank of England Deputy Governor Sarah Breeden speaks on a panel at the UBS European Conference in London.
· Bank of England Deputy Governor for Monetary Policy Clare Lombardelli speaks at the Bank of England Watchers Conference in London.
· Bank of England Chief Economist Huw Pill speaks at the Institute for International Monetary Research in London.
· UK BRC Retail Sales Monitor (October)
· Ireland Construction PMI (October)
· France Unemployment Rate Q3
· Hungary Inflation Rate (October)
· Slovakia Industrial Production (September)
· Greece Harmonized Inflation Rate (October)/ Industrial Production (September)/ Inflation Rate (October)
· Ukraine Inflation Rate (October)
· Spain Consumer Confidence (September)
· EARNINGS: AB Dynamics, Avon Technologies, Infineon Technologies, Henkel, Tatton Asset Management, Vodafone, Wix
Middle East
Political/Social Events –
· The new Israeli Knesset gets sworn into office.
Economic & Financial Reports/Events –
· Saudi Arabia Industrial Production (September)
· Israel Consumer Confidence (October)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa Unemployment Rate Q3/ Manufacturing Production (September)
· Egypt Inflation Rate (October)
Wednesday, November 11, 2026
Global
· The OPEC Monthly Report on oil markets is released.
· The IMF begins the 27th annual Jacques Polak Research Conference in Washington, with Managing Director Kristalina Georgieva delivering opening remarks. The conference ends November 13th.
Americas
Political/Social Events –
· Today is Veterans Day in the US, a national holiday. The federal government, banks, and the bond market are closed.
· Canadian Prime Minister Mark Carney departs to attend the 21st East Asia Summit and the Canada-ASEAN summit in Manila, Philippines.
Economic & Financial Reports/Events –
· Mexico Industrial Production (September)
· USA MBA 30-Year Mortgage Rate (November/06)/ MBA Mortgage Applications (November/06)/ MBA Mortgage Market Index (November/06)/ MBA Mortgage Refinance Index (November/06)/ MBA Purchase Index (November/06)/ Monthly Budget Statement (October)
· Uruguay Industrial Production (September)
· El Salvador PPI (October)
· Peru Balance of Trade (September)
· EARNINGS: Cerberus, Cisco, Applied Materials, Andersen
Asia
Political/Social Events –
· China celebrates Singles Day, originally a celebration of solo life and now one of the largest shopping days in the world.
Economic & Financial Reports/Events –
· The Asian Development Bank Institute’s annual conference begins in Tokyo, a two-day gathering of academics to discuss growth in the region.
· New Zealand RBNZ Financial Stability Report/ RBNZ Press Conference
· South Korea Unemployment Rate (October)
· Australia Home Loans Q3/ Investment Lending for Homes Q3
· Japan BoJ JGB Purchase/ Machine Tool Orders (October)
· Malaysia Unemployment Rate (September)
· Turkey Retail Sales (September)
· Thailand Monetary Policy Meeting Minutes
· EARNINGS: Singapore Airlines, Nissan
Europe
Political/Social Events –
· Today is Remembrance Day across the Commonwealth Nations.
· Leaders of the Russia-led Collective Security Treaty Organization (CSTO) will meet in Moscow, Russia.
· The 9th Paris Peace Forum begins in Paris, France.
Economic & Financial Reports/Events –
· European Central Bank President Christine Lagarde participates on a panel at the 9th Paris Peace Forum in Paris, France.
· European Central Bank Board Member Piero Cipollone virtually participates in a digital euro roundtable as part of a policy breakfast organized by the Institute for Competitiveness at the European Parliament in Brussels.
· Bank of England Member of the Financial Policy Committee Jonathan Hall speaks at the CF-Imperial Workshop on Quantitative Finance hosted by Deutsche Bank ‘Agents of change’ in London.
· Bundesbank Executive Board member Michael Theurer presents the central bank’s Financial Stability Review at a press conference in Frankfurt, Germany.
· Germany Harmonized Inflation Rate (October)
· Slovakia Construction Output (September)
· Italy Industrial Production (September)
· Russia Balance of Trade (September)
· EARNINGS: ABN Amro Bank, Brenntag, Taylor Wimpey, E.ON
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Today is Independence Day in Angola, a national holiday.
Economic & Financial Reports/Events –
· South Africa Unemployed Persons Q3
Thursday, November 12, 2026
Global
· The UN Security Council is scheduled to adopt resolutions on sanctions concerning Yemen, on the United Nations Multidimensional Integrated Stabilization Mission in the Central African Republic (MINUSCA) and on the United Nations Interim Security Force for Abyei (UNISFA)..
Americas
Political/Social Events –
· Pope Leo XIV will visit Peru.
Economic & Financial Reports/Events –
· The Yale School of Management hosts a virtual event featuring Federal Reserve Board member Michael Barr where he will discuss AI and inequality.
· Federal Reserve Bank President Beth Hammack participates in a moderated conversation with students from the Ohio State University Fisher School of Business.
· Chicago Federal Reserve Bank President Austin Goolsbee participates in a moderated Q&A before the “Yahoo! Finance Invest 2026” conference.
· New York Federal Reserve Bank President John Williams participates in a panel before the University of California Berkeley Alumni Salon event organized by UC Berkeley in New York.
· San Francisco Federal Reserve Bank President Mary Daly gives keynote and participates in conversation before the Economic Policy in the Age of AI Policy Forum hosted by the Stanford Institute for Economic Policy Research.
· Brazil Inflation Rate (October)
· Canada Building Permits (September)
· USA Initial Jobless Claims (November/07)/ Continuing Jobless Claims (October/31)/ Jobless Claims 4-week Average (November/07)/ Existing Home Sales (October)/ EIA Crude Oil/Gasoline Stocks Change (November/06)/ 15-Year Mortgage Rate (November/12)/ 30-Year Mortgage Rate (November/12)/ Fed Balance Sheet (November/11)/ Reserve Balances with Fed Banks (November/11)
· Paraguay Balance of Trade (October)
· Colombia Consumer Confidence (October)
· Argentina Inflation Rate (October)/ Leading Indicator (October)
· Peru Interest Rate Decision
· Costa Rica GDP Growth Rate Q3
· EARNINGS: Samsonite
Asia
Political/Social Events –
· The Pakistan Mineral Investment Forum, a two-day annual event, kicks off with executives from international mining companies and investors, including John Thornton, chairman of Canada’s Barrick Mining, participating. Pakistani Petroleum Minister Ali Pervaiz Malik is scheduled to speak, and several announcements and memorandum of understanding signings are also expected.
· The Indonesian Palm Oil Conference 2026, an annual two-day palm oil market outlook event, kicks off in the world’s largest producer. This year, in addition to focusing on export capacity following the implementation of a mandatory blending rate for palm-based biodiesel at 50%, the impact of El Nino on the market outlook and governance issues highlighted by recent forest fires will also be discussed.
Economic & Financial Reports/Events –
· Reserve Bank of Japan Member of the Policy Board Toichiro Asada will give a speech to local business leaders in Nagasaki.
· New Zealand Electronic Retail Card Spending (October)/ Visitor Arrivals (September)
· Japan PPI (October)/ Stock Investment by Foreigners (November/07)
· Australia Consumer Inflation Expectations (November)
· China Vehicle Sales (October)
· Malaysia Construction Output Q3
· Turkey Inflation Report/ Foreign Exchange Reserves (November/06)
· India Inflation Rate (October)
· EARNINGS: Foxconn
Europe
Political/Social Events –
· There will be a meeting of the European Political Community in Dublin, Ireland. More than 50 European heads of state or government as well as leaders from key European and international institutions will attend. The Community, first established in 2022, is an intergovernmental forum for political leaders to discuss the future of Europe following Russia’s invasion of Ukraine. An informal meeting of EU heads of state will take place tomorrow following the end of the meeting.
· The Danish parliament debates the recently negotiated US security agreement over Greenland.
Economic & Financial Reports/Events –
· European Central Bank President Christine Lagarde participates in an on-stage conversation with former US Treasury Secretary Timothy Geithner at the 50th anniversary gala of the French American Foundation in Paris, France.
· European Central Bank Vice Chair Boris Vujčić participates on a panel at launch event on IMF Regional Economic Outlook for Europe “Choosing Growth” organized by IMF and ECB in Brussels, Belgium.
· UK RICS House Price Balance (October)/ GDP Growth Rate Q3/ GDP 3-Month Avg (September)/ Goods Trade Balance (September)/ Goods Trade Balance Non-EU (September)/ Industrial Production (September)/ Manufacturing Production (September)/ Balance of Trade (September)/ Business Investment Q3/ Construction Orders Q3/ Construction Output (September)/ GDP (September)/ NIESR Monthly GDP Tracker (October)
· Romania Inflation Rate (October)/ Interest Rate Decision
· Ireland Harmonized Inflation Rate (October)
· Serbia Inflation Rate (October)/ Interest Rate Decision
· Germany Current Account (September)
· EARNINGS: Burberry, Hapag-Lloyd, Rolls Royce, WHSmith, United Utilities, Siemens
Middle East
Political/Social Events –
· The Bloomberg Invest Conference begins in Dubai.
Economic & Financial Reports/Events –
· Jordan Inflation Rate (October)
· Palestine Inflation Rate (October)
· Israel Imports/Exports/Balance of Trade (October)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa Gold Production (September)/ Mining Production (September)
· Mozambique Inflation Rate (October)
Friday, November 13, 2026
Global
· The UN Security Council is scheduled to hold a briefing on the situation in the Middle East.
Americas
Political/Social Events –
· US Secretary of State Marco Rubio delivers the 25th annual Barbara K. Olson Memorial Lecture in Washington, D.C.
Economic & Financial Reports/Events –
· Federal Reserve Board Vice Chair Philip N. Jefferson speaks on “New Technology, Old Questions: Assessing Productivity Puzzles and Their Implications for Macroeconomic Activity” at the University of California San Diego Economics Roundtable, La Jolla, California.
· The New York Federal Reserve Bank and the European Central Bank hold a workshop on Nonbank Financial Institutions in New York. New York Federal Reserve President John Williams will give welcoming remarks.
· San Francisco Federal Reserve Bank President Mary Daly participates in moderated discussion before the University of Nevada, Las Vegas Center for Business and Economic Research (CBER) Forecast event.
· Brazil Retail Sales (September)/ Business Confidence (November)/ Car Production (October)/ New Car Registrations (October)
· Canada Capacity Utilization (September)/ Manufacturing Sales (September)/ Wholesale Sales (September)
· USA PPI (October)/ PPI Ex Food, Energy and Trade (October)/ EIA Natural Gas Stocks Change (November/06)/ Baker Hughes Oil Rig Count (November/13)/ Baker Hughes Total Rigs Count (November/13)/ Fed Daly Speech
· Colombia Industrial Production (September)/ Retail Sales (September)
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Korea Import/Export Prices (October)
· New Zealand Business NZ PMI (October)
· Malaysia Retail Sales (September)
· Turkey Current Account (September)/ End Year CPI Forecast (November)
· Hong Kong GDP Growth Rate Q3
· China Current Account Q3/ New Yuan Loans (October)/ M2 Money Supply (October)/ Outstanding Loan Growth (October)/ Total Social Financing (October)
· Kazakhstan Unemployment Rate Q3/ GDP (October)
· India Bank Loan Growth (October/30)/ Deposit Growth (October/30)/ Foreign Exchange Reserves (November/06)
· Thailand Consumer Confidence (October)
· EARNINGS: Mitsubishi UFJ Financial Group, Sumitomo Mitsui Financial Group, Mizuho, Tata Motors
Europe
Political/Social Events –
· There will be an informal meeting of EU heads of state in Dublin, Ireland following the European Political Community meeting. Leaders are expected to focus on Artificial Intelligence (AI), specifically looking at European competitiveness, AI sovereignty, and international cooperation on AI governance. EU leaders are also expected to discuss representation and coordination frameworks for potential high-level peace talks regarding Ukraine.
Economic & Financial Reports/Events –
· European Central Bank Board Member Frank Elderson participates in a panel discussion at Central Bank of Türkiye Conference during COP31 in Antalya, Turkey.
· European Central Bank Board Member Isabel Schnabel gives a keynote speech and participates in a panel discussion at the Lietuvos bankas Annual Economics Conference in Vilnius, Lithuania.
· Germany Wholesale Prices (October)
· Romania GDP Growth Rate Q3/ Industrial Production (September)
· Hungary Construction Output (September)/ Industrial Production (September)
· Switzerland Producer & Import Prices (October)
· France Harmonized Inflation Rate (October)/ IEA Oil Market Report
· Slovakia Inflation Rate (October)/ GDP Growth Rate Q3
· Spain Inflation Rate (October)/ Harmonized Inflation Rate (October)
· Poland GDP Growth Rate Q3/ Inflation Rate (October)/ Balance of Trade (September)/ Current Account (September)
· Italy Balance of Trade (September)
· Euro Area Balance of Trade (September)/ Employment Change Q3/ GDP Growth Rate 2nd Est Q3
· Russia GDP Growth Rate Q3/ Inflation Rate (October)
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Saudi Arabia Inflation Rate (October)/ Wholesale Prices (October)
· Israel Inflation Rate (October)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Saturday, November 14, 2026
Global
· Nothing significant to report.
Americas
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· The APEC Business Advisory Council meeting begins in Shenzhen, China.
· Malacca holds elections. Nearly 690,000 voters in Malaysia’s Malacca state are eligible to elect a new 28-seat assembly, which will test the country’s shifting political alliances ahead of the next general election. Barisan Nasional, a partner in Prime Minister Anwar Ibrahim’s federal government, is teaming up with opposition Perikatan Nasional to challenge his Pakatan Harapan coalition. The outcome could offer clues to whether cooperation between Malay nationalist party UMNO and Islamist PAS can reshape the national electoral landscape.
Economic & Financial Reports/Events –
· Nothing significant to report.
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Bank of England Member of the Monetary Policy Committee Megan Green gives opening remarks at the CER Ditchley Economics Conference in Oxfordshire, England.
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Sunday, November 15, 2026
Global
· Nothing significant to report.
Americas
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· The ASEAN Summit gets underway in Manila. High-level discussions will focus on the possible conclusion of negotiations for a South China Sea pact, the conflict in Myanmar, regional digital trade integration and persistent cross-border haze. President Trump is expected to attend.
Economic & Financial Reports/Events –
· Nothing significant to report.
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Cape Verde holds presidential elections.
Economic & Financial Reports/Events –
· Nothing significant to report.
Looking at the Weeks (and Months) Ahead
· November 9–20: The United Nations’ COP31 Conference will be held in Antalya, Turkey.
· November 18-19: The APEC Summit will be held in Shenzhen, China.
· November 29: Spain holds snap parliamentary elections.
· December 1: The UK takes over the presidency of the G20.
· December 2–4: The UN Water Conference is held in the UAE.
· December 10: The G20 Sherpa Meeting IV will be held in Miami, Florida.
· December 14–15: The G20 Leaders’ Summit will be held at the Trump National Doral in Miami, Florida.
2027
· January 1: The US takes over the presidency of the G7.
· January 16: Nigeria holds general elections.
· January 18–22: The World Economic Forum is held in Davos, Switzerland.
· January 30: Germany holds presidential elections.
· February 12–14: The Munich Security Conference is held in Munich, Germany.
· April 12–18: The IMF/World Bank Spring Meetings take place in Washington, D.C.
· April 18: France holds presidential elections. If needed, a second round has been set for May 2.