- I think it's safe to say, last week more than lived up to expectations. We may never see a US election like it again. What is remarkable is how relaxed traders have been throughout.
- Many expect the central bank to announce further easing measures in December, once the election is resolved and with new economic projections to guide them.
- China Trade Balance and FX Reserves released tomorrow. Both may slow due to the long October holiday, but it will take a big downward surprise in exports to trip up the bullish China story on Monday morning.
For further details see:
Week Ahead - What Next After Election Mayhem?