Global markets head into a busy and potentially volatile week, with investors digesting a delayed US labour market report alongside key inflation, growth, and central bank signals. In the US, attention will center on nonfarm payrolls for October and November, November CPI, October retail sales, and December flash S&P Global PMIs. Markets are also set to track housing data, regional Fed surveys, capital flows, and remarks from several Federal Reserve officials, which could shape expectations for policy into 2026. Corporate earnings from major names will add to market cues.

In Europe, monetary policy takes the spotlight as both the ECB and the Bank of England announce rate decisions. The ECB is widely expected to hold rates steady, with focus on updated staff projections and guidance, while the BoE is seen cutting rates amid easing inflation and softer demand. Economic data will include flash PMIs, German ZEW and Ifo surveys, UK inflation, labour market data, and retail sales, offering fresh insight into the region’s growth outlook.

Asia will be equally active. China releases industrial production, retail sales, fixed-asset investment, unemployment, house prices, and FDI figures, key for assessing recovery momentum. In Japan, markets are braced for a BoJ rate hike alongside the Tankan survey, trade, inflation, and PMI data. India, Australia, and several Asian economies will publish

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