Next Week: QE or not to QE?

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The week ahead should really start tonight with Ben Bernanke’s speech at Jackson Hole (2am AEST). But looking past the market volatility, earnings reports and more – what’s coming up next week?

Locally, housing data will be key with new home sales, building approvals and RP Data house price figures released. Earnings season winds down, with only a few to go – click here for my updated post on earnings, including links to news and valuations.

Internationally, it’s all about Chimerica, as US employment and Chinese manufacturing data standout alongside the UK, later in the week.

Here’s the tentative list:

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From the Australian Bureau of Statistics (ABS):

Tuesday: Building Approvals for July, Household income and distribution for 2009-10: will we finally see some sense?
Thursday: Retail Trade for July, Capital Expenditure Survey for June
Friday: Overseas Arrivals and Departures for July

From the Reserve Bank of Australia (RBA):

Wednesday: Monetary, Lending and Credit Aggregates (D2 and D3) including private sector credit
Thursday: Index of Commodity Prices

Other Local:

Monday: HIA new home sales, Earnings for Queensland Rail (QRN) will be interesting
Wednesday: Earnings for Harvey Norman (HVN), RP Data house price index

International:

Monday: German CPI, UK Bank Holiday
Tuesday: US home sales, S&P/Case Shiller House price index updated, Japanese household spending (yearly)
Wednesday: US Fed minutes, UK consumer confidence, German unemployment, US Chicago PMI, US Non-Farm employment
Thursday: US factory orders, Chinese manufacturing PMI, UK manufacturing PMI, US unemployment claims
Friday: US ISM manufacturing PMI, US unemployment rate, UK Construction PMI