The market focus next week (November 9th to 13th) is as follows: The US will release its October CPI at 21:30 on November 10th. The Cleveland Fed model predicts that the overall CPI will rise by 0.24% month-on-month and the core CPI will rise by 0.21% month-on-month; the October PPI will be released at 21:30 on November 13th.
About 10 Federal Reserve officials are scheduled to speak next week, including Waller, Williams, and Jefferson. Following the better-than-expected October non-farm payroll data, the market estimates an approximately 80% probability of a 25 basis point rate hike by the Fed in December.
In terms of financial reports, CoreWeave will release its financial report on November 10, while Nebius and Cisco will release theirs on November 12.
AI Interpretation: The US October CPI data is a key indicator for measuring inflation stickiness and directly determines the tightening力度 of the Federal Reserve's subsequent monetary policy. This data will reveal the true pace of price declines and directly impact market pricing regarding the interest rate path. Inflation performance will directly verify the transmission effect of labor market resilience on wages and prices. Investors need to pay close attention to the data's corrective effect on expectations of the Fed's policy shift this year. The release of this macroeconomic indicator is a core driver influencing short-term financial market volatility.
