- China industrial production, retail sales and investment data
- Bank Indonesia policy meeting
- UK labour market update, including employee earnings
- US industrial production and retail sales
- Eurozone GDP
The week ahead sees important official data updates to the health of the US and Chinese economies at the start of the third quarter, as well as UK labour market data and an update to Eurozone GDP. From a policymaking perspective, the spotlight rests in Indonesia, where the central bank meets to set interest rates in a climate of increasing pressure on emerging market currencies.
This note also includes a special feature this week on China's banking sector and the extent to which the recent rise in SME lending poses risks.
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