DeutscheBankStrategyDateResearch1March2024TheWeekAheadEuropePeriodical4th-8thMarch2024THEMATICRESEARCH-Nextweek...thisweekPunyadipCheema,CFATheUSjobsreportandFedChairPowell'stestimonieswillbeamongtheResearchAnalysthighlightsnextweek.InEurope,therewillbetheECBdecisionandeconomic+44-20-754-16107activityindicatorsforkeycountries.Andonthepoliticalside,nextweekwillsee'SuperTuesday'intheUS,aswellastheUKBudget.OverinAsia,thefocuswillbeontheNationalPartyCongressinChinaandtheTokyoCPIinJapan.CorporateearningsincludeBroadcomandTarget.Inabusyweek,themaindatafocuswillbetheUSjobsreportonFriday,whichcomesaheadoftheFedmeetingonMarch20th.OurUSeconomistsestimategainsinpayrollstomoderateto+225kfrom+353kinJanuary.TheyalsoseeMoMgainsinhourlyearningsslowingto+0.2%(+0.6%)andtheunemploymentratestayingat3.7%.OnWednesday,investorswillalsopayattentiontotheADPandJOLTSreports.AlleyeswillalsobeonFedChairPowell'stestimoniestotheHouseFinancialServicesCommitteeandtheSenateBankingCommitteeonWednesdayandThursday,respectively,withratecutexpectationsespeciallyinfocus.TheBeigeBookwillalsobereleasedonWednesday.Brieflyturningtopolitics,keyeventsfornextweekinclude'SuperTuesday',when16statesandterritorieswillbeholdingprimaryelections.ThatcomesaheadoftheStateoftheUnionaddressbyPresidentBidenonThursday.IntheUK,thefocuswillbeonthebudgettobeunveiledonWed...
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