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The Week at a Glance – The largest company about to report – fuel for the Nasdaq bet?

Despite less data points from the US compared to last week, this week is packed with market-moving events: BoJ’s indecision stirs yen weakness this morning, NVIDIA’s earnings could light up the Nasdaq, and UK CPI may shift inflation expectations. Add rising US mortgage rates and housing data to the mix, and markets are set for a volatile ride. Stay sharp - opportunities abound.
2024-11-18
<a href="https://stenoresearch.com/author/benpfeiffer/" target="_self">Ben Pfeiffer</a>

Ben Pfeiffer

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Happy Monday! Welcome to our “Week at a Glance” series, where we highlight the key events and trends to watch for the week ahead.

Monday:

BOJ Ueda – Volatility Ignited

Bank of Japan Governor Ueda’s remarks today set the stage for rising yen volatility, as he dodged giving markets a decisive signal on December’s rate hike prospects. With Ueda emphasizing data-dependency and the challenge of gauging the weak yen’s impact, traders are left grappling with a coin toss for December – keeping uncertainty alive. The yen remains on shaky ground – stay tuned for increasing volatility until we will receive more clarity for the direction of December’s meeting.

Chart 1:a: Continued Yen weakness? No clear guidance from Ueda this morning.

Despite less data points from the US compared to last week, this week is packed with market-moving events: BoJ’s indecision stirs yen weakness this morning, NVIDIA’s earnings could light up the Nasdaq, and UK CPI may shift inflation expectations. Add rising US mortgage rates and housing data to the mix, and markets are set for a volatile ride. Stay sharp – opportunities abound.

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