American Voters Go to the Polls, US-Iran Military Tensions Rise Again, Israeli Political Parties Vie to Form a Ruling Coalition, and Markets Focus on More Central Bank Decisions and Major Corporate Earnings
November 1 - 8, 2026
For American voters, election day finally arrives on Tuesday. After months of intense campaigning and a constant and growing bombardment of political advertisements, voters will decide on all 425 seats in the US House of Representatives, 35 of the 100 Senate seats, 36 governor seats, 6,139 state legislative seats, and 33 mayoral elections in the top-100 most populous US cities.
The election has become a referendum on President Trump’s policies and performance, mostly because he has asked voters to make it so. In campaign event after campaign event, the President has said, “Close your eyes and pretend I’m on the ballot.” With polls showing the President’s approval level in the mid-30 percent range and Republicans looking at bleak congressional and senatorial polling, too, the President may end up regretting the challenge.
As of Sunday afternoon, prediction markets and most polls suggest 70 percent odds Democrats take control of the House of Representatives and 60 percent odds Democrats win control of the Senate. Democratic Senate candidates are proving to be either ahead or even in polls in the otherwise Republican strongholds of Iowa, Alaska, Ohio, Kansas and Texas (while being far ahead in North Carolina) – all told, this being more than enough seats to win control (they need a net four seat pick-up to win control of the Senate).
Meanwhile, President Trump is suggesting he is considering another major military escalation with Iran after the midterms. A third US Naval aircraft carrier group (the USS Theodore Roosevelt) has arrived in the region, and Trump has said he has held discussions with Israeli Prime Minister Benjamin Netanyahu on what the two countries could and should do to force Iran back to the negotiating table.
There are reports that Iran is seeking to potentially reopen negotiations via talks with other Gulf States. However, President Trump has said he is “not in that much of a hurry” to make a peace deal.
All this takes place as Israel is locked into formal coalition talks following last week’s elections which produced no clear winner. Netanyahu is seeking to pull yet another political rabbit out of his hat and form a new government – which would be his seventh term as Prime Minister and further extend his tenure as Israel’s longest serving prime minister - despite not getting a majority in last week’s elections.
His opponent, retired General Gadi Eisenkot, is also seeking to hammer out a big enough coalition to take power. Coalition forming in Israel is highly complex and unpredictable. But it formally starts Wednesday when Israeli President Issac Herzog begins consultations with both Netanyahu and Eisenkot to decide which of the two political leaders should be given the first official mandate to form a coalition. Whoever gets the mandate from Herzog gets 28 days – plus a possible 24-day extension – to build a government. If they fail, the other side gets their chance to form a government.
Looking at the global financial and economic radar screen, markets will continue to focus on potential central bank action (Australia, UK, Sweden, Norway, Brazil, and Mexico) and another heavy corporate earnings schedule.
In the US, the state of the jobs market will be the big focus this week. The October jobs reports is out on Friday and comes after the JOLTS report is released on Tuesday and the October ADP report comes out Wednesday. Markets will also get the October ISM indices – manufacturing report on Monday and services on Wednesday. And the week will be capped off with Q3 productivity numbers of Thursday and the Univeristy of Michigan sentiment index on Friday.
Also this week the Bank of Mexico and the Central Bank of Brazil meet on interest rates.
In Asia, The Reserve Bank of Australia meets on interest rates on Tuesday. China’s manufacturing figures are out Monday and Services numbers on Wednesday. Japan’s wage figures are out on Thursday.
In Europe, the Bank of England and the Central Banks of Norway and Sweden meet this week on interest rates. Germany releases retail sales numbers Monday, factory orders on Thursday, and Industrial production figures on Friday.
Below is everything else we are tracking around the world in the coming week:
Sunday, November 1, 2026
Global
· OPEC+ meets virtually on oil production.
· Latvia assumes the chair of the UN Security Council for the month of November.
Americas
Political/Social Events –
· Daylight Savings Time begins in the US. Don’t forget to set your clock back an hour.
· Today is Independence Day in Antigua, a national holiday.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· Oman’s Sultan Haitham Bin Tarik Al Said of Oman begins a state visit to China.
Economic & Financial Reports/Events –
· South Korea Imports/Exports/Balance of Trade (October)
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 –
· Saudi Arabia GDP Growth Rate Q3
Africa
Political/Social Events –
· France, Gabon and Cote d'Ivoire will hold the GEX 26 military exercises.
Economic & Financial Reports/Events –
· Nothing significant to report.
Monday, November 2, 2026
Global
· At the UN Security Council, there will be a press Briefing by Ambassador Sanita Pavļuta-Deslandes, Permanent Representative of the Republic of Latvia to the United Nations and President of the Security Council, on the Council’s agenda for the month of November.
· The OECD Financial Markets Week is held in Paris through November 6th.
Americas
Political/Social Events –
· Canada’s Prince Edward Islands hold local elections.
Economic & Financial Reports/Events –
· Chicago Federal Reserve Bank President Austin Goolsbee moderates a discussion before the Financial Markets Group Fall Conference in Chicago, Illinois.
· Chile IMACEC Economic Activity (September)
· USA ISM Manufacturing PMI (October)/ ISM Manufacturing Employment (October)/ ISM Manufacturing New Orders (October)/ ISM Manufacturing Prices (October)/ Construction Spending (September)/ Treasury Refunding Financing Estimates/ Atlanta Fed GDPNow Q4
· Canada S&P Global Manufacturing PMI (October)
· Peru Inflation Rate (October)
· Argentina Tax Revenue (October)
· EARNINGS: Apple, Palantir, Marriott, Entergy, Roku, Fox, Clorox, Williams, Diamondback Energy
Asia
Political/Social Events –
· Austrian Chancellor Christian Stocker begins an official visit from through November 7th. It is his first visit to China since taking office, and the first by an Austrian chancellor in seven years. He starts in Shanghai at the import expo; in Beijing, Chinese President Xi Jinpiant will meet with him, and Li Qiang and Zhao Leji will hold talks and meetings with him.
· Hong Kong’s FinTech Week begins and runs through November 6th. Also, The Hong Kong Monetary Authority’s Global Financial Leaders’ Investment Summit begins in Hong Kong, with Goldman Sachs CEO David Solomon and Morgan Stanley CEO Ted Pick among the speakers. Through November 4th.
· Hong Kong will also host Legal Week, bringing together lawyers, business leaders and policymakers to discuss legal practices and cross-border collaboration. This year's Legal Week will also mark the opening of the first overseas liaison office of the International Institute for the Unification of Private Law (UNIDROIT), a Rome-based intergovernmental organization that studies ways to modernize, harmonize and coordinate private law between states.
Economic & Financial Reports/Events –
· The Reserve Bank of Australia meets on interest rates.
· Australia S&P Global Manufacturing PMI (October)/ TD-MI Inflation Gauge (October)/ Building Permits (September)/ ANZ-Indeed Job Ads (October)/ Private House Approvals (September)/ Commodity Prices (October)
· Indonesia S&P Global Manufacturing PMI (October)/ Imports/Exports/Balance of Trade (September)/ Inflation Rate (October)/ Tourist Arrivals (September)
· Malaysia S&P Global Manufacturing PMI (October)
· Philippines S&P Global Manufacturing PMI (October)
· South Korea S&P Global Manufacturing PMI (October)
· Taiwan S&P Global Manufacturing PMI (October)
· Thailand S&P Global Manufacturing PMI (October)
· Vietnam S&P Global Manufacturing PMI (October)
· China RatingDog Manufacturing PMI (October)
· India HSBC Manufacturing PMI (October)
· Turkey Istanbul Chamber of Industry Manufacturing PMI (October)/ Foreign Exchange Reserves (October/23)
· Singapore SIPMM Manufacturing PMI (October)
Europe
Political/Social Events –
· The Bergen Group will meet in Warsaw. The group is comprised of the US and the larger contributors to NATO defense spending and military capabilities.
· The IV Minsk Conference on Eurasian Security takes place in Minsk, Belarus. Russian foreign Minister Sergey Lavrov is expected to attend.
· Bloomberg holds its Bloomberg Tech Conference in London through November 3, 2026.
Economic & Financial Reports/Events –
· European Central Bank Vice President Boris Vujčić gives at the Central Bank of Ireland Financial System Conference 2026 "At the heart of Europe" in Dublin, Ireland. He will then participate in a fireside chat following his remarks.
· European Central Bank Governing Council member Dimitar Radev speaks at OMFIF event in London
· Ireland AIB Manufacturing PMI (October)
· Russia S&P Global Manufacturing PMI (October)
· Germany Retail Sales (September)/ S&P Global Manufacturing PMI (October)
· Hungary HALPIM Manufacturing PMI (October)
· Poland S&P Global Manufacturing PMI (October)
· Spain S&P Global Manufacturing PMI (October)
· Switzerland procure.ch Manufacturing PMI (October)
· Italy S&P Global Manufacturing PMI (October)
· France S&P Global Manufacturing PMI (October)
· Euro Area S&P Global Manufacturing PMI (October)
· Greece S&P Global Manufacturing PMI (October)
· UK S&P Global Manufacturing PMI (October)
· Serbia GDP Growth Rate Flash Q3
· EARNINGS: Ryanair
Middle East
Political/Social Events –
· Israeli President Isaac Herzog will meet with representatives from Israel’s two political parties to get decide who gets the first chance to form a government.
· Adipec, an exhibition for the energy sector, opens in Abu Dhabi.
Economic & Financial Reports/Events –
· Nothing significant to report
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nigeria Stanbic IBTC Bank Nigeria PMI (October)
· South Africa ABSA Manufacturing PMI (October)
Tuesday, November 3, 2026
Global
· The Global Research Forum on International Macroeconomics and Finance, organized by the Federal Reserve Board, European Central Bank and the New York Federal Reserve Bank, begins in Washington and runs through November 4th.
· The OECD holds its Global Forum on Agriculture begins in Paris.
Americas
Political/Social Events –
· The US Midterm elections are held. Up for election are all 435 seats in the US House of Representatives, 35 of the 100 US Senate seats, 36 governor seats, 6,139 state legislative seats, and 33 mayoral elections in the top-100 most populous US cities.
· Today is Dominican Independence Day, a holiday in the Dominican Republic.
Economic & Financial Reports/Events –
· Bank of Canada Governor Tiff Macklem will appear before the House of Commons Standing Committee on Finance. He will be accompanied by Senior Deputy Governor Carolyn Rogers.
· USA LMI Logistics Managers Index (October)/ Redbook (October/31)/ S&P Global Manufacturing PMI (October)/ JOLTs Job Openings (September)/ Factory Orders (September)/ Factory Orders ex Transportation (September)/ JOLTs Job Quits (September)/ RCM/TIPP Economic Optimism Index (November)/ Total Household Debt Q3/ API Crude Oil Stock Change (October/30)/ Total Vehicle Sales (October)
· Brazil BCB Focus Market Readout/ S&P Global Manufacturing PMI (October)
· Mexico Business Confidence (October)/ S&P Global Manufacturing PMI (October)
· Colombia Davivienda Manufacturing PMI (October)
· Paraguay Inflation Rate (October)
· EARNINGS: Pfizer, Eaton, Shopify, Apollo, AMD, Amgen, Avis, Bayer, Keurig Dr Pepper, Suncor, AIG, Archer Daniels Midland, Sysco, Yum Brands
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· New Zealand Building Permits (September)
· South Korea Inflation Rate (October)
· Vietnam Balance of Trade (October)/ Foreign Direct Investment (October)/ Industrial Production (October)/ Inflation Rate (October)/ Retail Sales (October)/ Tourist Arrivals (October)
· Australia RBA Interest Rate Decision/ Cotality Dwelling Prices (October)/ RBA Press Conference
· Kazakhstan Inflation Rate (October)
· Turkey PPI (October)/ Inflation Rate (October)
· Hong Kong GDP Growth Rate Adv Q3/ Retail Sales (September)
· Thailand Business Confidence (October)
· EARNINGS: Grab
Europe
Political/Social Events –
· UK Chancellor of the Exchequer John Healey leads a Treasury ministerial team for oral questions in the House of Commons regarding the recently announced budget proposal.
Economic & Financial Reports/Events –
· European Central Bank Board Member Pedro Machado gives a keynote speech at the 12th Banking Union Conference "The Simplification of Banking Regulation and Supervision" organized by Freshfields, Center for Financial Studies and Institute for Law and Finance in Frankfurt, Germany. Following the speech, he will participate in a fireside chat.
· European Central Bank Board Member Sharon Donnery participates on a panel entitled "Balancing Stability and Innovation" at 2026 Santander International Banking Conference "Powering Growth, Building resilience" in Madrid, Spain.
· UK Syndication Index-linked Gilt
· Spain New Car Sales (October)
· Romania PPI (September)
· Switzerland Inflation Rate (October)
· France Budget Balance (September)
· Ireland Harmonized Inflation Rate (October)
· EARNINGS: Thomson Reuters, Associated British Foods, Ferrari
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Saudi Arabia Riyad Bank PMI (October)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa Total New Vehicle Sales (October)
· Egypt S&P Global PMI (October)
Wednesday, November 4, 2026
Global
· World Global Supply Chain Pressure Index (October)
Americas
Political/Social Events –
· The Ibero-American Summit begins in Madrid, Spain and runs through November 5th.
Economic & Financial Reports/Events –
· The US Treasury announces its quarterly refunding plans, putting government borrowing needs and the long end of the bond market.
· The Central Bank of Brazil meets on interest rates, Brazil IPC-Fipe Inflation (October)/ Net Payrolls (September)
· Chile Monetary Policy Meeting Minutes
· Mexico Consumer Confidence (October)
· USA MBA 30-Year Mortgage Rate (October/30)/ MBA Mortgage Applications (October/30)/ MBA Mortgage Market Index (October/30)/ MBA Mortgage Refinance Index (October/30)/ MBA Purchase Index (October/30)/ ADP Employment Change (October)/ Imports/Exports/Balance of Trade (September)/ Treasury Refunding Announcement/ ISM Services PMI (October)/ ISM Services Business Activity (October)/ ISM Services Employment (October)/ ISM Services New Orders (October)/ ISM Services Prices (October)/ EIA Crude Oil/Gasoline Stocks Change (October/30)/ S&P Global Composite/Services PMI (October)/ Atlanta Fed GDPNow Q4
· Canada Imports/Exports/Balance of Trade (October)/ S&P Global Composite/Services PMI (October)/ Budget 2026 Release
· Colombia Exports (September)
· EARNINGS: Qualcomm, Uber, Blackstone Secondary Lending, McDonald’s, CVS Health, Circle, AMC, Cava, Kraft Heintz, Emerson, McKesson, Arm, Motorola, Manulife, MetLife, Allstate, Aflac, Itau Unibanco, MercadoLibre
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Korea Foreign Exchange Reserves (October)
· New Zealand Employment Change Q3/ Unemployment Rate Q3/ Labour Costs Index Q3/ Participation Rate Q3/ Global Dairy Trade Price Index (November/03)
· Australia Ai Group Industry Index (October)/ Ai Group Construction Index (October)/ Ai Group Manufacturing Index (October)/ S&P Global Composite/Services PMI (October)/ Household Spending (September)/ RBA Chart Pack
· Japan Monetary Base
· Hong Kong S&P Global PMI (October)
· Singapore S&P Global PMI (October)
· China RatingDog Composite/Services PMI (October)
· Pakistan Inflation Rate (October)/ Wholesale Prices (October)
· India HSBC Composite/Services PMI (October)
· EARNINGS: Mitsubishi
Europe
Political/Social Events –
· Yuri Ushakov, a senior aide to Russian President Vladimir Putin, said this past week that US-Russia-Ukraine talks will take place in Abu Dhabi either today or within days. No confirmation has come through at the time of this writing.
· The Nordic Compass Summit 2026, a gathering for regional leaders in government, industry and finance, starts in Gothenburg, Sweden.
· Russia celebrates the Day of Unity, commemorating a 1612 uprising against Polish forces. This significant day celebrates the enduring unity of Russia’s diverse multi-ethnic society. Discover the deep historical roots and modern significance of this relatively new national holiday, honoring the collective spirit that upholds national independence.
Economic & Financial Reports/Events –
· European Central Bank Chief Economist Philip R. Lane speaks on the occasion of the conferral of Bernhard Harms Prize to Pierre-Olivier Gourinchas at 5th Kiel-CEPR Geoeconomics Conference in Berlin, Germany.
· Ireland AIB Services PMI (October)/ Unemployment Rate (October)
· France New Car Registrations (October)/ S&P Global Composite/Services PMI (October)
· Hungary Industrial Production (September)/ Monetary Policy Meeting Minutes
· Spain Unemployment Change (October)/ Tourist Arrivals (September)/ S&P Global Composite/Services PMI (October)
· Italy S&P Global Composite/Services PMI (October)
· Germany S&P Global Composite/Services PMI (October)
· Euro Area S&P Global Composite/Services PMI (October)/ Inflation Rate Flash (October)/ CPI Flash (October)/ ECB Lane Speech
· Slovenia Balance of Trade (September)
· UK S&P Global Composite/Services PMI (October)
· Poland Interest Rate Decision (November)
· EARNINGS: Nova Nordisk, BMW, Smith & Nephew
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Jordan PPI (September)
· UAE S&P Global PMI (October)
Africa
Political/Social Events –
· South Africa holds municipal elections.
Economic & Financial Reports/Events –
· Egypt M2 Money Supply (September)
· South Africa S&P Global PMI (October)
Thursday, November 5, 2026
Global
· Nothing significant to report.
Americas
Political/Social Events –
· President Trump is convening a recently appointed committee to hold a closed hearing to consider allegations against Fed Governor Lisa Cook and whether there’s cause for her removal
· Grenada hold parliamentary elections. The committee has no legal standing (or historical precedent) and is almost certain to lead to further litigation in federal courts. On Friday, the Justice Department and lawyers for Cook are due to file a report with a federal judge on how to proceed with her lawsuit challenging President Donald Trump’s attempt to remove her.
· Canada releases its 2027 budget.
Economic & Financial Reports/Events –
· Bank of Canada Governor Tiff Macklem will appear before the Standing Senate Committee on Banking, Commerce and the Economy. He will be accompanied by Senior Deputy Governor Carolyn Rogers.
· Richmond Federal Reserve Bank President Thomas Barkin speaks on the economy and participates in moderated Q&A before the 2026 CFO Summit hosted by the Federal Reserve Banks of Richmond and Atlanta in Richmond, Virginia.
· Cleveland Federal Reserve Bank President Beth Hammack Participates in a Panel Discussion at The Swiss National Bank and Its Watchers 2026 Event in Zurich, Switzerland.
· Dallas Federal Reserve Bank President Lorie Logan will participate in a conversation with AT&T CFO Pascal Desroches and Rice Univeristy Reginald DesRoches on AI at the Dallas Fed.
· USA Challenger Job Cuts (October)/ Initial Jobless Claims (October/31)/ Nonfarm Productivity Q3/ Continuing Jobless Claims (October/24)/ Jobless Claims 4-week Average (October/31)/ Unit Labour Costs Q3/ NY Fed Bill Purchases 1 to 4 months/ EIA Natural Gas Stocks Change (October/30)/ 15-Year Mortgage Rate (November/05)/ 30-Year Mortgage Rate (November/05)/ Fed Balance Sheet (November/04)/ Reserve Balances with Fed Banks (November/04)
· Uruguay Inflation Rate (October)
· Brazil Industrial Production (September)/ S&P Global Composite/Services PMI (October)
· Mexico Gross Fixed Investment (August)/ Interest Rate Decision/ Foreign Exchange Reserves (October)
· Colombia Monetary Policy Meeting Minutes
· Canada Budget 2026 Release
· EARNINGS: Eos, Cigna, Molson Coors, Cloudflare, Airbnb, ConocoPhillips, Duke Energy, Canadian National, parker, Live Nation, Draft Kings
Asia
Political/Social Events –
· The China International Import Expo begins in Shanghai, China. Global companies will showcase new products they aim to sell in the Chinese market. Looming in the background will be concerns about sluggish Chinese consumption and widening trade imbalances, with the world's No. 2 economy on track for another surplus exceeding $1 trillion.
Economic & Financial Reports/Events –
· Reserve Bank of Australia Deputy Governor Andrew Hauser delivers the Sir Leslie Melville Lecture at Australian National University in Canberra.
· South Korea Current Account (September)
· The Bank of Japan releases its Monetary Policy Meeting Minutes/ Stock Investment by Foreigners (October/31)/ S&P Global Manufacturing PMI (October)
· Australia Imports/Exports/Balance of Trade (September)
· Philippines Inflation Rate (October)
· Thailand Inflation Rate (October)
· Turkey Imports/Exports/Balance of Trade (October)/ Foreign Exchange Reserves (October/30)
· Indonesia GDP Growth Rate Q3
· Singapore Retail Sales (September)
· Malaysia Interest Rate Decision
· Taiwan Inflation Rate (October)/ Foreign Exchange Reserves (October)
· Sri Lanka Tourist Arrivals (October)
· EARNINGS: Toyota Motor, Sony Group, Nintendo
Europe
Political/Social Events –
· It is Guy Fawkes Night in England.
· Francis is bracing for a new wave of strikes and protests over student issues and economic conditions.
Economic & Financial Reports/Events –
· The Bank of England meets on Interest Rates.
· European Central Bank President Christine Lagarde gives a pre-recorded video message at 20th anniversary event of Slovenia joining the euro "From value to values" organized by Banka Slovenije in Ljubljana, Slovenia. Later, she participates in the "New Dialogues for the Future" organized by Osservatorio for independent thinking in Milan, Italy.
· European Central Bank Board Member Isabel Schnabel give opening remarks at the European Central Bank Money Markets Conference 2026 in Frankfurt, Germany.
· European Central Bank Board Member Anneli Tuominen gives a keynote speech on "Rahanpesun estäminen -miten valvonta vastaa tämän päivän haasteisiin" at AMLR Readiness 2027 event in Helsinki, Finland.
· European Central Bank Board Member Piero Cipollone gives a keynote speech at the 8th International Conference of Regional Card Schemes and Retail Financial Infrastructure in Tirana, Albania.
· European Central Bank Chief Economist Philip R. Lane participates on a panel on the topic "Should the SNB and other central banks rethink how they interact with the public and the government?" at 2026 SNB and Its Watchers Conference in Zurich, Switzerland.
· Italy New Car Registrations (October)/ S&P Global Construction PMI (October)/ Retail Sales (September)
· Russia S&P Global Composite/Services PMI (October)/ Summary of the Key Rate Discussion
· Germany Factory Orders (September)/ S&P Global Construction PMI (October)/ New Car Registrations (October)
· France Industrial Production (September)/ S&P Global Construction PMI (October)
· Switzerland Unemployment Rate (October)
· Euro Area S&P Global Construction PMI (October)/ PPI (September)
· UK New Car Sales (October)/ S&P Global Construction PMI (October)
· Serbia PPI (October)
· EARNINGS: Deutsche Telekom, Air France-KLM, AngloGold Ashanit, AP Moller-Maersk, ArcelorMittal, Commerzbank, DHL Group, Diageo, National Grid, Rheinmetall, Swiss Re, Tate & Lyle
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Israel Business Confidence (October)/ Tourist Arrivals (October)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Friday, November 6, 2026
Global
· Pope Leo XIV travels to Urugay for a visit until November 8th. He then travels on to Argentina, and Peru. This is the Holy Father’s first visit to Latin America since becoming pope.
· World FAO Food Price Index (October)
Americas
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Federal Reserve Board Vice Chair for Supervision Vice Chair for Supervision Michelle W. Bowman gives a speech on supervision and regulation at the University of Mississippi Banking and Finance Symposium, Oxford, Mississippi.
· New York Federal Reserve President John Silliams joins with European Central Bank Chief Economist Philip Lane in a fireside chat at the ECB Conference on Money Markets in Frankfurt, Germany.
· St. Louis Fed President Alberto Musalem will speak at Greater St. Louis, Inc. 1 Fine Arts Drive in St. Louis, Missouri.
· USA Non-Farm Payrolls (October)/ Unemployment Rate (October)/ Average Hourly Earnings (October)/ Participation Rate (October)/Average Weekly Hours (October)/Government Payrolls (October)/ Manufacturing Payrolls (October)/ Nonfarm Payrolls Private (October)/ U-6 Unemployment Rate (October)/ Used Car Prices (October)/Michigan Consumer Sentiment (November)/ Michigan 5 Year Inflation Expectations (November)/ Michigan Consumer Expectations (November)/ Michigan Current Conditions (November)/ Michigan Inflation Expectations (November)/Baker Hughes Oil Rig Count (November/06)/ Baker Hughes Total Rigs Count (November/06)/ Consumer Credit Change (September)
· Chile Inflation Rate (October)
· Canada Unemployment Rate (October)/ Employment Change (October)/ Full-Time Employment Chg (October)/ Part Time Employment Chg (October)/ Participation Rate (October)/ Average Hourly Wages (October)/ Ivey PMI s.a (October)
· Costa Rica Inflation Rate (October)
· Brazil Balance of Trade (October)
· Argentina Industrial Production (September)
· Colombia PPI (October)
· EARNINGS: Moderna, Charter Communications, Humana, Under Armor, Enbridge, Brookfield, Franklin Templeton, Berkshire Hathaway
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Bank of Japan Governor Kazuo Ueda will give the IMF 2026 Michel Camdessus Central Banking Lecture in Washington, D.C.
· Japan Average Cash Earnings (September)/ Overtime Pay (September)/ Stock Investment by Foreigners (October/31)
· Philippines Unemployment Rate (September)/ Industrial Production (September)/ Foreign Exchange Reserves (October)
· Indonesia Foreign Exchange Reserves (October)/ Property Price Index Q3
· Thailand Foreign Exchange Reserves (October)
· Hong Kong Foreign Exchange Reserves (October)
· Singapore Foreign Exchange Reserves (October)
· India Foreign Exchange Reserves (October/30)
· Turkey Treasury Cash Balance (October)
· Kazakhstan Current Account Q3
· Pakistan Balance of Trade (October)
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· European Central Bank Board Member Sharon Donnery gives a keynote address at the 13th Annual IIF Colloquium on European Banking Regulation & Supervision in Frankfurt, Germany.
· European Central Bank Chief Economist Philip R. Lane participates in a fireside chat with New York Federal Reserve Bank President John Williams at the European Central Bank Money Markets Conference 2026 in Frankfurt, Germany.
· Bank of England Chief Economist Huw Pill gives a national MPC agency briefing a day after the central bank’s rate announcement.
· Germany Industrial Production (September)
· Romania Retail Sales (September)
· UK Lloyds House Price Index (October)/ BBA Mortgage Rate (October)/ BoE Pill Speech
· Hungary Retail Sales (September)
· France Imports/Exports/Balance of Trade (September)/ Current Account (September)/ Foreign Exchange Reserves (October)
· Slovakia Retail Sales (September)
· Poland Foreign Exchange Reserves (October)
· Spain Industrial Production (September)
· Switzerland Consumer Confidence (October)/ Foreign Exchange Reserves (October)
· Euro Area ECB Donnery Speech/ Retail Sales (September)
· Greece Balance of Trade (September)
· Russia Vehicle Sales (October)
· Ukraine Foreign Exchange Reserves (October)
· EARNINGS: Daimler Truck, Ubiquiti, Vistra
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Israel Foreign Exchange Reserves (October)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa Foreign Exchange Reserves (October)
· Egypt Foreign Exchange Reserves (October)
Saturday, November 7, 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 –
· New Zealand holds its general election, with neither the ruling National Party nor the leading opposition Labour Party likely to win a simple majority based on current polling. That could mean the Opportunity Party, a centrist group that has rapidly gained support in the run-up to the vote, could play a decisive role in shaping the next government.
· India celebrates Diwali.
Economic & Financial Reports/Events –
· New Zealand General Election
· China Foreign Exchange Reserves (October)
Europe
Political/Social Events –
· Jean-Luc Mélenchon’s far-left La France Insoumise Party presents his program for the 2027 presidential election.
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.
Sunday, November 8, 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 –
· 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.
Looking at the Weeks (and Months) Ahead
· November 3: The US midterm elections are to be held. All 435 members of the US House of Representatives, 1/3 of the US Senate, 36 governors, and 6,000 state legislative seats will be decided.
· November 7: New Zealand holds general elections.
· 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 Forum 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.