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2 October 2015
Global Economic Perspectives: A hard landing in Chine?
(Global Week Ahead: Friday. 02 October - Friday, 09 October
. Dollar Bloc: In the US. the focus will be on the September employment report. In Canada we have the Housing
and Trade data lined up, followed by September employment report. In Australia, RBA will announce its October
cash rate.
. Europe. In the Euro :one, we have the PMI releases across the region. In GEE. Poland will conduct its October
MPC meeting early next week. Czech Republic is slated to report its August Retail sales figures followed by
September employment report and CPI inflation. Hungary will also report its August Retail sales and September
CPI inflation report next week.
• Asia incl. Japan. In Japan we have BoJ policy statement for October. We have the August Labour report as
well.
Pr c..late;
Friday, 02October
NORWAY (k00 Unemployment rate ISenl 2.90% 3.10%
EUROLAND 09 00 PPI (Aug) -0.614
/ b14%) -0. 1% I-7.1%l
US 12:30 Avg hourly earning (Sep) 0.2% 0.2% 0.3% (2.2%1
US 12:30 Avg workweek (Sep) 34.6hours 34.6hours 34.6hours
US 12:30 Index of egg hours (Sep) 0.2% (2.1%1
US 12:30 Payrolls (Sep) 200.0k 200.0k 173.0k
US 12:30 Unemployment rate 1Sep) 5.1% 5.1% 5.1%
US 14:00 Factory orders !Aug) -1.0% .1.2% 0.4%1.14.8%1
Events and meetings: EUROLANS ECB's Draghi to speak in New York - 01:30 GMT. US: Fed's Patrick Harker to give opening remarks in
Philadelphia - 12:45 GMT. L::::: Fad's Bullard to spook on Monetary Policy in Now York - 16:30 GMT. vl: Foes Fischer to speak in Boston - 17:30
GMT
Monday. 05 October
JAPAN 01.30 labour cash earnings (Aug) (O 7%) (0.9%1
TURKEY 07:00 CPI (Sop) 0A%(7.1%)
TURKEY 07:00 PPI (Sep) (6.2%1
HUNGARY 0700 Retail sales (Aug) (6.8%1
SPAIN 07:15 PMI composite (Sep) 58.8
SPAIN 07:15 PMI service*: (Son) 59.6
SWEDEN 07:30 IP (Aug) -3.09%1-1.90%1
ITALY 07:45 PMI composite (Sep) 55.0
ITALY 07:45 PMI services (Sep) 54.6
FRANCE 07:50 PMI composite (Sep) 51.4
FRANCE 07:50 PMI services (Sep) 51.2
GERMANY 07:55 PMI composite (Sep) 55.0
GERMANY 07:55 PMI services (Sep) 54.3
EUROLAND 08:00 PMI composite (Sep) 53.9
EUROLAND 08:00 PMI services (Sep) 54.0 54.0
UK 08:30 PMI services (Sep) 55.6
EUROLAND 09:00 Retail sales (Aug) D.2% 0.4% (2.7%1
US 14:00 ISM non-Mfg (Sep) 58.0 59.0
Events and meetings: 1:1.ISOLAND: EA Finn Ministers to meet in Luxembourg - 13:00 GMT
A• _ =••=.--tffritagew:S =ff=
AUSTRALIA Intl. trade in g and s lAugl -AUD2.48bn -AUD2.46bn
AUSTRALIA 03:30 RBA cash rate announcement (Oct) 2.00% 2.00%
GERMANY 06:00 Factory orders (Aug) -1.4%1.0.6%)
SWITZERLAND 07:15 CPI (Sep) 0.20% (-1.40%)
GERMANY 07:30 PMI construction (Sep) 50.3
EUROLAND 08:10 Retail PMI ISep) 51.4
FRANCE 08:10 Retail PMI ISep) 49.5
GERMANY 08:10 Retail PMI (Sep) 54.7
ITALY 08:10 Retail PMI 'Sep) 48.7
POLAND 1100 MPC meeting (Oct) 1.50% 1.50%
CANADA 12:30 Trade balance (Aug) -CA00.6bn
US 12:30 Trade balance (Aug) -US042.0bn -USD41.9bn
Events and meetings: AUSTRALIA: RDA cash rate announcement for October - 03:30 GMT. POLAND Polish MPC meeting for October - 1100
GMT./. t :ROI AM: Fairs Mario Draghi to speak in Frankfurt - 17:00 GMT. t iS Fed's Williams to give outlook speech in San Francisco - 21:30
GMT.
Deutsche Bank Securities Inc. Page 19
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SONY-0118543
CONFIDENTIAL SDNY_GM_00264727
EFTA01458569
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