Overview
- Tuesday compresses the November jobs report, October retail sales, and PMI readings into a tight window that could drive sharp swings in rates and equities.
- Thursday’s November CPI will be parsed for evidence of tariff-driven price pressure as investors reassess the inflation path following last week’s Fed rate cut.
- Micron reports Wednesday after a year of outsized gains tied to AI demand, offering a key read on memory pricing and investment appetite following selloffs in Oracle and Broadcom.
- Nike and FedEx report Thursday, with FedEx’s reinstated outlook for 4% to 6% revenue growth watched for signals on shipping volumes and broader commercial activity.
- Fed Governors Stephen Miran on Monday and Christopher Waller on Wednesday speak as markets look for hints on policy after the Fed linked its cut to growing labor-market weakness.