We start off with discussing the upbeat US figures and what it means for December, continue with tumbling oil prices and preview the upcoming events.
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- December rate hike?: An upbeat NFP including wage hikes as well as some other positive developments (consumer focused) raise expectations for a rate hike in the upcoming Fed decision. Is it real? And if so, is it priced in or not in USD? We discuss everything.
- Slippery oil: After an unjustified rise in prices, these are falling once again. Is it cyclical or can we expect a long lasting slump? The upcoming meeting from OPEC in early December could be an opportunity for the next move.
- Upcoming events: Apart from the FOMC minutes, we have quite a few interesting events in markets.
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