Weekly Market Preview
Friday, 14 November 2025
Markets are anticipating a series of important economic data releases and key earnings reports. This week, the UK Consumer Price Index report for October will be published. Market expectations point to a potential decline in the YoY headline inflation from 3.8% in September to 3.7% in October, while the YoY core inflation may ease from 3.6% to 3.5%. The Bank of England kept interest rates unchanged at 4.00% in its previous meeting by a narrow margin (5 votes to 4), with four members voting for a rate cut. This opens the door for a possible 25-basis-point cut in the Monetary Policy Committee’s final meeting of the year in December. It is worth noting that markets have priced in an 80% probability of a rate cut at the Bank of England’s upcoming meeting.
This week, investors will also be watching for the release of the minutes from the Federal Reserve’s October FOMC meeting. The minutes provide detailed insights into members’ discussions, their assessments of U.S. economic performance, and the reasoning behind current monetary policy decisions, as well as potential signals about future policy direction. Divergence among committee members persists some remain concerned about inflation drifting out of control and believe the priority is keeping inflation close to its 2% target. They argue that progress on trade agreements and the decline in the U.S. dollar could support economic stability and job creation, reducing the urgency to lower interest rates. Conversely, others caution against overstating inflation risks. With the impact of tariffs beginning to weigh on household purchasing power, consumer spending weakening, corporate profit margins tightening, and employment softening, they argue that supporting the economy through continued rate cuts is necessary. The minutes may offer a clearer picture of this divide within the committee, how it influences the positions of other members, and their readiness (or reluctance) to support further rate cuts.
Attention will also turn to the earnings report of U.S. tech giant Nvidia. According to Bloomberg, the company is expected to post revenues of $54.62 billion, reflecting sustained strong demand for AI-related chips and data-centre hardware. Bloomberg also forecasts that Nvidia will deliver earnings per share roughly $1.5 higher than previous quarterly results. Nvidia’s performance is viewed as a key barometer for the AI sector specifically and the technology sector more broadly. Any signs of weakening demand or shrinking profit margins could raise concerns about a potential price bubble in the AI market.
Monday, 17th of Nov
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Thursday, 20th of Nov
Friday, 21st of Nov