Week Ahead - Nov 18-25

I hope everyone had a restful weekend after a very eventful week. We now enter a data void for most of this week until Friday, when we get S&P PMIs. The bigger event calendar comes the week after, when NFP will dictate the outcomes from here.

This means, this week is mostly about vibes and positioning.

Markets are confused about the Trump agenda, his priorities and the economic impact. I covered my expectations in last week’s weekly Week Ahead - Nov 12-15.

There was also substantial data releases, and they remained quite strong. I covered the CPI report here Head in the Clouds, the retail sales print here Data Recap. I also covered some possible inflection points in markets here Inflection Points.