Key market events this week: concentrated Fed speaker slate, US inflation and
PPI, China macro prints, OPEC/IEA oil reports and Abu Dhabi US‑Russia‑Ukraine
talks (Nov 10–11) that carry geopolitical risk for oil markets. Monday: China
Oct CPI and M2 (y/y) due; Australia Reserve Bank assistant governor Hunter
speaks; earnings from Occidental Petroleum and Lucid. Tuesday: US Oct seasonally
adjusted CPI m/m and core CPI m/m; NY Fed 1‑yr inflation expectations; ADP
payrolls; China Oct trade balance (USD and RMB); G7 foreign ministers meeting;
Bank of England governor Bailey speaks on central bank independence; BOJ issues
minutes of its Oct policy meeting; US‑Russia‑Ukraine talks in Abu Dhabi begin
Nov 10. Wednesday: US 10‑yr Treasury auction stop yield and bid‑cover published;
API weekly oil stocks; OPEC monthly oil market report and EIA monthly short‑term
energy outlook; Bank of Canada releases policy minutes. Thursday: UK Q3 GDP
preliminary and sector activity data; China to open a domestic fuel‑price
adjustment window; ECB publishes its Economic Bulletin; SMIC and Applied
Materials report. Friday: US Oct PPI (y/y and m/m) and weekly EIA crude and gas
inventories; France final Oct CPI and euro‑area Q3 GDP second estimate; China
Oct total electricity consumption released (NEA typically publishes around the
15th); IEA monthly oil market report; NY Fed, San Francisco Fed and Chicago Fed
presidents scheduled to speak. Saturday: US rotary rig count to Nov 13; Fed
Vice‑Chair Jefferson and San Francisco Fed president Daly speak. Markets to
watch: US Treasury yields around the 10‑yr auction and monthly CPI/PPI prints;
oil prices around OPEC/IEA reports, weekly EIA/API draws and the Abu Dhabi
talks; China CPI, M2, trade and electricity data for growth/ liquidity signals;
multiple Fed and major central bank speakers for near-term policy signaling.
