The Next Two Weeks That Will Be

What do I need to check during the holidays?

  1. US ISM (Fri 3 Jan) and Trade Balance (Mon 30th Dec) are the bellwethers for the US economy and the impact of the trade war respectively
  2. Fed Minutes (Fri 3 Jan) should remind us the Fed are turning their insurance cuts into a fresh round of ongoing rate cuts
  3. China PMIs (New Years' Eve and Thurs 2 Jan) will tell us how much the trade war is hurting their negotiating hand
  4. Germany . . .

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