RGE 360

Author: RGE Analyst Team · October 4th, 2010 · 259730RGE+3602010-10-04+09%3A25%3A45RGE+Analyst+Team › Share This Print

Here is this week’s RGE 360, our Friday morning look at the week ahead in the global economy and our weekly review of the best recent content from Roubini.com.

Friday, October 1

Chinese markets closed for National Day Golden Week (October 1-7).
Global: Countries release PMI data for September. (RGE Critical Issue: How Much is Global Manufacturing Cooling?)
U.S.: Financial Stability Oversight Council holds first meeting, Fed Chairman Bernanke speaks. (RGE Critical Issue: Dodd-Frank Bill: Financial Sector Adapts to Comply With Volcker Rule)
U.S. releases personal income and outlays data for August and ISM manufacturing index for September. (RGE Critical Issues: U.S. Consumer Spending: Set For a Weak H2 2010? and U.S. Manufacturing Activity Posts Weak Gain; Regional Surveys Pointing Downward)
China releases PMIs for September. (RGE Critical Issue: China’s PMIs Signal a Soft Landing?)
Thailand reports CPI for September. (RGE Critical Issue: Thai Deflation Bottoms: Will Core Inflation Scramble Back Up?)
Mexico releases central bank survey. (RGE Critical Issue: How Fast Will Mexico’s Economy Decelerate in H2 2010? What About 2011?)
Brazil reports industrial production for August. (RGE Critical Issue: How Fast Is Brazil Decelerating in H2 2010? What About 2011?)
Chile releases central bank meeting minutes. (RGE Critical Issue: Chilean Monetary Policy: How Much Tightening in 2010?)
Peru reports CPI for September. (RGE Critical Issue: What Is the Inflation Outlook in Peru?)

Saturday, October 2

Latvia holds parliamentary elections. (RGE Critical Issue: Latvia: Will Upcoming Election Lead to a Shift in Policy?)

Sunday, October 3

Brazil holds presidential and legislative elections. (RGE Critical Issue: Pre-Election Buzz in Brazil: Rousseff Likely To Win Without Runoff)
EZ releases Services PMI for September. (RGE Critical Issue: Eurozone PMI Survey Points to Slowdown in Growth)

Monday, October 4

Australian banks closed due to Labour Day holiday.
U.S. reports factory orders, pending home sales for August. (RGE Critical Issues: U.S. Business Investment: Significantly Softer in Q3 2010 and U.S. New Home Sales Stagnate, Existing Home Sales Rise in August)
Turkey releases CPI, PPI for September. (RGE Critical Issue: Turkey: Downward Inflation Trend Halted in August)
Japan holds monetary policy meeting (October 4-5). (RGE Critical Issue: Japan Fights Risk Aversion With Liquidity: Is Quantitative Easing Back?)
Australia holds monetary policy meeting. (RGE Critical Issue: When Will the Reserve Bank of Australia Resume Raising Rates?)
The Philippines releases September CPI. (RGE Critical Issue: Will Philippine Inflation Remain Tame?)
Hong Kong reports retail sales for August. (RGE Critical Issue: Hong Kong’s Unemployment Rate Improves Again in August)
Mexico reports consumer confidence for September. (RGE Critical Issue: How Fast Will Mexico’s Economy Decelerate in H2 2010? What About 2011?)
South Africa reports vehicle sales for September. (RGE Critical Issue: South African Auto Industry: Driving Back on Track?)

Tuesday, October 5

EZ, Germany, France, Italy and Spain release services PMIs for September. (RGE Critical Issue: Eurozone Economic Sentiment Indicator Increases Further in September)
Switzerland releases CPI for September. (RGE Critical Issue: Swiss National Bank Maintains Expansionary Monetary Policy, Lowers Growth Outlook)
Indonesia holds monetary policy meeting. (RGE Critical Issue: Bank Indonesia Keeps Rates on Hold in September: Has BI Missed Its Chance to Hike?)
Taiwan releases September CPI. (RGE Critical Issue: Taiwanese Price Pressures Muted?)
Singapore releases PMI for September. (RGE Critical Issue: Singapore’s Industrial Production Slows in August: What Lies Ahead?)
Colombia releases September CPI. (RGE Critical Issue: What Is the Inflation Outlook for Colombia in 2010?)
Chile releases economic activity index for August. (RGE Critical Issue: Chile’s Economic Activity: How Strong Will the Recovery Be?)

Wednesday, October 6

IMF releases World Economic Outlook. (RGE Critical Issue: What Does the Global Growth Trajectory Look Like?)
EZ reports Q2 GDP. (RGE Outlook: Eurozone: September 2010 Outlook Update)
Hungary releases central bank minutes, reports industrial output for August. (RGE Critical Issues: Hungarian Banking Sector Under Strain and Hungary Macro View: GDP Stagnates in Q2 2010)
Romania’s constitutional court rules on pension reform. (RGE Critical Issue: Romania’s IMF Loan Program: The Lender Approves US$1.19 Loan Tranche)

Thursday, October 7

EZ announces interest rate decision. (RGE Critical Issue: EU Interbank Stress: Watch Expiring Longer-Term Liquidity Operations by
End-September)
UK announces interest rate decision and industrial and manufacturing production for August. (RGE Critical Issues: UK Quantitative Easing: An End or a Pause? and UK Q2 2010 Growth Confirmed at 1.2% q/q)
France releases current account, trade balance for August. (RGE Critical Issue: French GDP Growth Slows to 0.6% q/q in Q2 2010)
Czech Republic reports trade balance, retail sales and industrial output for August. (RGE Critical Issues: Czech Republic Macro View: Strong Q2 GDP Growth)
Poland and Russia hold talks on new gas import agreement (October 7-10). (RGE Critical Issue: Energy Security in Poland: Facing a Gas Crunch?)
Brazil reports IPCA inflation for September. (RGE Critical Issue: When Will Brazilian Inflation Move Close to Target?)
Chile reports trade balance for September. (RGE Critical Issue: Chile’s External Accounts: Any Improvement?)
Mexico reports consumer price inflation for September. (RGE Critical Issue: Will Mexico’s Inflation Remain Benign in H2 2010? What About 2011?)
Peru announces reference rate for October. (RGE Critical Issue: What Is Peru’s Monetary Policy Outlook for 2010?)