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Week Ahead: Activity data and US CPI

UK
  • This week will see a combination of drivers for UK markets – the highlight of the data calendar will see the release of activity data on Friday while US inflation data on Thursday will be the main external event of the week.
  • We have already received the KPMG-REC Report on Jobs this morning, which continued to show the labour market moving further away from tightness. We look at this and the DMP data in more detail.
  • UK activity data due on Friday (including monthly GDP) is expected to show a bit of a rebound after the weak -0.2%M/M October print. We also look ahead to this.
  • We also look at what markets have priced in and look ahead to this week's issuance operations.
See the full MNI Gilt Week Ahead document which also includes auction previews for the week ahead here.

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