Global markets are heading into one of the busiest data weeks in months, with investors closely tracking economic indicators, inflation updates, earnings releases, and key central-bank signals across major economies. With the US government shutdown now resolved, delayed reports are set to return, while private surveys and PMIs will guide sentiment in the meantime. Europe focuses on business activity and inflation trends, Asia watches GDP and policy cues, and major earnings from giants like Nvidia and Walmart will help shape the global risk mood for the week ahead.

Americas: With the US government shutdown finally over, agencies are preparing revised calendars for delayed reports, though some data may still be scrapped due to collection gaps. Investors will lean on private indicators such as flash S&P PMIs, ADP employment, the NAHB housing index, and Michigan sentiment for near-term clarity. Existing home sales are expected to hold steady, while regional surveys point to softer manufacturing momentum. Markets also await minutes from the latest Federal Reserve meeting and major earnings from Nvidia and Walmart for insights into AI demand and consumer resilience. Elsewhere, Canada will release CPI, retail sales, and PPI, while Mexico, Chile, and Colombia publish GDP numbers.

Europe: Europe’s spotlight is on flash PMIs for the Eurozone, Germany, France, and the UK. Manufacturing is seen inching toward stabilization, with services activity likely to stay firm. The UK will release inflation and retail sales, with October CPI expected to ease slightly. The region also tracks Italy’s and the Eurozone’s final inflation figures, Germany’s producer prices, UK consumer confidence, and Spain’s trade data. Switzerland, Denmark, and Norway are set to release GDP figures, while Turkey updates consumer confidence. Hungary’s central bank is expected to keep rates unchanged.

Asia Pacific: Asia enters a crucial data week led by Japan’s Q3 GDP, which is expected to show a contraction, alongside inflation figures likely edging up to 3 percent. Flash PMIs, machinery orders, and trade indicators will offer further signals on regional momentum. India will publish flash PMIs, unemployment data, and infrastructure output. In Australia, investors await RBA meeting minutes and Q3 wage growth, along with PMI readings. Across ASEAN, key releases include trade data from Singapore, Malaysia, and New Zealand, inflation prints from Hong Kong and Malaysia, South Korea’s producer prices, Hong Kong’s unemployment rate, and Thailand’s Q3 GDP. Indonesia’s central bank will also announce its policy decision.

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