Week ahead: Nov 9–15, 2026 — key market events
(All times UTC. ★ = must-watch)
MON 9 Nov
• 🇨🇳 China Oct CPI/PPI — OUT: CPI +0.7% y/y (vs 0.8% f'cast, 0.9% prior); PPI +5.7% y/y (vs ~5.3%, 5.0% prior)
• 17:25 🇬🇧 BoE Gov Bailey speaks
TUE 10 Nov
• ~00:00 🇯🇵 BoJ Summary of Opinions (Oct meeting) — clues on next hike after hold at 1.25%
• ~03:00 🇨🇳 China Oct trade balance — cons. ~$126.5B (prior $133.5B)
• 06:30 🇯🇵 SoftBank Q2 results — Vision Fund / AI sentiment
• 🇺🇸 Fed's Waller speaks
• ★ 13:30 🇺🇸 Oct CPI — cons. +0.3% m/m / core +0.2% m/m (prior +0.6% / +0.3%). Biggest print of the week for the Fed path into the Dec FOMC
• 18:00 🇺🇸 $42B 10-year note auction
• 🇦🇪 US–Russia–Ukraine talks open in Abu Dhabi (through Wed)
WED 11 Nov
• 🇺🇸 Veterans Day — bond market closed, stocks open
• 07:00 🇩🇪 Germany Oct CPI (final)
• 🌍 OPEC Monthly Oil Market Report
• 🇦🇪 Abu Dhabi talks, day 2
• 🌍 COP31 in session (Antalya, through Nov 20)
THU 12 Nov
• ★ 07:00 🇬🇧 UK Q3 GDP (prelim) — cons. +0.7% q/q (prior +0.5%)
• 13:30 🇺🇸 Initial jobless claims — cons. 194k (prior 189k)
• 15:00 🇺🇸 Oct existing home sales — cons. 3.86M (prior 3.99M)
• 18:00 🇺🇸 $25B 30-year bond auction
• 19:30 🇪🇺 ECB President Lagarde speaks
• After US close 🇺🇸 Cisco + Applied Materials earnings — AI infra / chips read-through
FRI 13 Nov
• 09:00 🌍 IEA Oil Market Report
• 10:00 🇪🇺 Eurozone Q3 GDP (2nd estimate)
• ★ 13:30 🇺🇸 Oct PPI — cons. +0.4% m/m / core +0.3% m/m (prior +1.3% / +0.7%)
• 🇨🇳 China Oct credit / M2 (date TBC)
NOT this week: no FOMC (next Dec 8–9), no US PCE (Nov 25), no NFP (Dec 4), no ECB/BoE/BoJ rate decisions.
Watch:
· CPI surprise → rates, USD, Nasdaq
· Abu Dhabi headlines → oil, risk
· SoftBank / AMAT / Cisco → AI trade
(All times UTC. ★ = must-watch)
MON 9 Nov
• 🇨🇳 China Oct CPI/PPI — OUT: CPI +0.7% y/y (vs 0.8% f'cast, 0.9% prior); PPI +5.7% y/y (vs ~5.3%, 5.0% prior)
• 17:25 🇬🇧 BoE Gov Bailey speaks
TUE 10 Nov
• ~00:00 🇯🇵 BoJ Summary of Opinions (Oct meeting) — clues on next hike after hold at 1.25%
• ~03:00 🇨🇳 China Oct trade balance — cons. ~$126.5B (prior $133.5B)
• 06:30 🇯🇵 SoftBank Q2 results — Vision Fund / AI sentiment
• 🇺🇸 Fed's Waller speaks
• ★ 13:30 🇺🇸 Oct CPI — cons. +0.3% m/m / core +0.2% m/m (prior +0.6% / +0.3%). Biggest print of the week for the Fed path into the Dec FOMC
• 18:00 🇺🇸 $42B 10-year note auction
• 🇦🇪 US–Russia–Ukraine talks open in Abu Dhabi (through Wed)
WED 11 Nov
• 🇺🇸 Veterans Day — bond market closed, stocks open
• 07:00 🇩🇪 Germany Oct CPI (final)
• 🌍 OPEC Monthly Oil Market Report
• 🇦🇪 Abu Dhabi talks, day 2
• 🌍 COP31 in session (Antalya, through Nov 20)
THU 12 Nov
• ★ 07:00 🇬🇧 UK Q3 GDP (prelim) — cons. +0.7% q/q (prior +0.5%)
• 13:30 🇺🇸 Initial jobless claims — cons. 194k (prior 189k)
• 15:00 🇺🇸 Oct existing home sales — cons. 3.86M (prior 3.99M)
• 18:00 🇺🇸 $25B 30-year bond auction
• 19:30 🇪🇺 ECB President Lagarde speaks
• After US close 🇺🇸 Cisco + Applied Materials earnings — AI infra / chips read-through
FRI 13 Nov
• 09:00 🌍 IEA Oil Market Report
• 10:00 🇪🇺 Eurozone Q3 GDP (2nd estimate)
• ★ 13:30 🇺🇸 Oct PPI — cons. +0.4% m/m / core +0.3% m/m (prior +1.3% / +0.7%)
• 🇨🇳 China Oct credit / M2 (date TBC)
NOT this week: no FOMC (next Dec 8–9), no US PCE (Nov 25), no NFP (Dec 4), no ECB/BoE/BoJ rate decisions.
Watch:
· CPI surprise → rates, USD, Nasdaq
· Abu Dhabi headlines → oil, risk
· SoftBank / AMAT / Cisco → AI trade
