Roll on Q4! World market themes for the week ahead

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What investors will be watching over the next seven days

There’s a looming partial shutdown of the U.S. government, embattled developer China Evergrande on the brink, and markets still adjusting to central banks’ higher for longer rates mantra.

A possible shutdown would be further evidence of how political polarization in Washington is weakening fiscal policymaking, Moody’s says. Investors will be looking for signals from Bullock, known as a straight talker, on whether the RBA is done with hikes or if more might be coming after some signs of inflation smoldering in the services sector. The consensus is for a pause.

Meanwhile, New Zealand’s Reserve Bank meets on Wednesday. Despite a hawkish bias, a hike is viewed as a long shot. The focus is on any signals for a possible November move.Traders work on the floor of the New York Stock Exchange in New York City on Sept. 28.Markets kick off the all-important final quarter of the year after a game-changer of a last few months driven largely by a 30% surge in oil prices.

Q4 though will bring another earnings season and while the AI boom still matters, analysts will be ultra-focused on the what the traditional economy players say about the cost pain or lack of it that their customers are now feeling.Federal Reserve Chairman Jerome Powell’s speech is seen on a television screen as traders work on the New York Stock Exchange floor during morning trading on Aug. 25.Just how high government bond yields climb is on the watch list after yet another market sell-off.

 

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