Summary:

This will be a busy week in the market as investors look

to digest key data readings on key measures. 

BlueBay Institutional Portfolio Manager Stephen Fitzsimmons outlines the

significance of the news and our expectations.

Key points:

·        

Upcoming data releases will provide further

clarity to investors.

·        

We’ll see information on small business

optimism, retail sales, industrial production. 

News on inflation and the Fed rate decision will be particularly

insightful.

·        

We

think that the market’s enthusiasm for rate cuts next year is over-blown,

leaving room for disappointment.