Week Ahead - Nov 12-15

I hope everyone had a restful weekend away from the markets after a truly monumental week. The 3 big events of last week remain the main areas of focus, but we also have a set of data to focus on, with CPI & Redbook Sales on Wednesday, PPI and Claims on Thursday, and Retail Sales/Import Prices/Industrial Production on Friday.

We are expected to get another strong inflation report, with core above 0.3% , and retail sales should also be strong based on trackers like Redbook, which shifted up during October from September. Additionally, auto sales have perked up, and this could be another driver of a solid retail sales report (and is quietly changing the calculus on goods inflation)