1. Monday:
① Data: China's October RatingDog Manufacturing PMI; Switzerland's September Real Retail Sales YoY; Final October Manufacturing PMIs for France, Germany, the Eurozone, and the UK; Final October S&P Global Manufacturing PMI for the US; US October ISM Manufacturing PMI; US September Construction Spending MoM;
② Events: 1 trillion yuan of overnight reverse repos and 56 billion yuan of 7-day reverse repos will mature today.
③ Earnings Reports: Apple (AAPL.O), Palantir (PLTR.N), etc. 2. Tuesday: ① Data: Australia's Reserve Bank of Australia (RBA) interest rate decision (until November 3); Switzerland's October CPI month-on-month rate; US September JOLTs job openings; US September factory orders month-on-month rate; ② Events: RBA releases interest rate decision and monetary policy statement; Governor Bullock holds a monetary policy press conference; 2027 FOMC voting member and Chicago Fed President Goolsby speaks; ECB Governing Council members Radev, Morain, Koch, Dorenz, etc. speak; 2026 US midterm elections; ③ Holiday: Tokyo Stock Exchange closed for Culture Day; ④ Earnings Reports: Pfizer (PFE.N), AMD (AMD.O), BioNTech SE (BNTX.O), etc.
3. Wednesday: ① Data: US weekly API crude oil inventories; China October RatingDog Services PMI; Final October Services PMIs for France, Germany, Eurozone, and UK; Eurozone October CPI preliminary reading; US October ADP employment change; US September trade balance; US October S&P Global Services PMI final reading; US October ISM Non-Manufacturing PMI; US weekly EIA crude oil inventories, weekly EIA Cushing, Oklahoma crude oil inventories, weekly EIA Strategic Petroleum Reserves; ② Events: Speeches by ECB Governing Council member Nagel and Chief Economist Lane; US Treasury releases quarterly refinancing announcement; The 24th China Semiconductor Packaging and Testing Technology and Market Annual Conference will be held from November 4th to 6th at the Nanjing Fengda International Hotel; ③ Earnings Reports: Qualcomm (QCOM.O), Arm (ARM.O), Uber (UBER.N), McDonald's (MCD.N), etc. 4. Thursday: ① Data: French September industrial production month-on-month; Swiss October seasonally adjusted unemployment rate; Eurozone September PPI month-on-month; US October Challenger job cuts; UK central bank interest rate decision to November 5; US initial jobless claims for the week ending October 31; US October global supply chain stress index; US weekly EIA natural gas storage; ② Events: Bank of Japan releases minutes of its September monetary policy meeting; ECB Governing Council member Mourinho and Executive Board member Schnabel, among others, deliver speeches; Bank of England releases interest rate decision, meeting minutes, and monetary policy report; Governor Bailey holds a monetary policy press conference; Swiss National Bank President Schlegel delivers a speech; 2026 FOMC voting member and Cleveland Fed President Hamak speaks on stablecoins and safe-haven currencies; 2027 FOMC voting member and Richmond Fed President Barkin speaks; Saudi Aramco releases official crude oil prices around the 5th of each month. ③ Earnings Reports: Zai Lab (09688.HK), BeiGene (06160.HK), ConocoPhillips (COP.N), etc.
5. Friday:
① Data: Germany's September seasonally adjusted industrial production month-on-month; UK's October Halifax seasonally adjusted house price index month-on-month; France's September trade balance; Switzerland's October consumer confidence index; Eurozone's September retail sales month-on-month; Canada's October employment change; US October unemployment rate, October seasonally adjusted non-farm payrolls, October average hourly earnings year-on-year, October average hourly earnings month-on-month; US November one-year inflation rate expectations preliminary value; US November University of Michigan consumer sentiment index preliminary value; ② Events: Speeches by ECB President Lagarde, Governing Council member Dorenz, etc.; Speech by 2026 FOMC voting member and Dallas Fed President Logan; FOMC permanent voting member and New York Fed President Williams, and ECB Chief Economist Lane participated in discussions at the 2026 ECB Monetary Markets Conference; 2028 FOMC voting member and St. Louis Fed President Mulsalem delivered a speech; Bank of England Chief Economist Peale spoke on the central bank's latest policy decisions and economic outlook; Canadian Finance Minister François-Philippe Champagne announced the federal budget;
③ Earnings reports: Hong Kong Stock Exchange (00388.HK), Moderna (MRNA.O), etc.
6. Saturday:
① Data: US weekly oil rig count; China's October foreign exchange reserves
② Events: Bank of Japan Governor Kazuo Ueda delivered a speech at the International Monetary Fund (IMF), followed by a dialogue with IMF Managing Director Kristalina Georgieva.
