Daily Agenda: The Week Ahead, September 26 – 30, 2016

U.S. holds first presidential debate between major-party candidates; post–Brexit sentiment data for EU expected to remain positive; BlackBerry announces results.


Monday, September 26: Hofstra University in Hempstead, NY will host the first Presidential debate between GOP candidate Donald Trump and Democrat nominee Hillary Clinton. Over the past month Trump shook up his campaign staff after losing ground to Clinton in polls. According to reports, Roger Ailes, founder and former chairman and CEO of Fox News, who resigned from the network he founded over allegations of sexual harassment, will advise Trump’s campaign on strategies for the debates in this election cycle. Many analysts anticipate that this will be the most widely watched television debate series in decades.

Tuesday, September 27: On deck for Tuesday is U.S. July Case-Shiller home price index data. Many industry analysts have focused on regional divergences in price index levels with markets such as Florida showing sharp increases in existing home sale prices similar to the period leading up to the late-2000s credit crisis.

Wednesday, September 28: Canadian telecoms stalwart BlackBerry announces fiscal 2017 second-quarter financial results on Wednesday prior to the start of equity trading. The once-iconic enterprise phone manufacturer has struggled to maintain an edge in the face of consumer-focused smartphones. The company recently entered the logistics industry with the introduction of BlackBerry Radar, a tracking product for companies operating commercial truck fleets.

Thursday, September 29: The European Commission releases economic sentiment index data drawn from September surveys. August sentiment surprised many observers as the mood among continental corporate leaders was resilient despite the outcome of the U.K. referendum vote in favor of leaving the European Union. Consensus forecasts call for the headline economic outlook index to remain in positive territory.

Friday, September 30: Currency reserve and loan data from the Reserve Bank of India will be closely followed by investors looking for signals that the large inflow of external investment into Indian debt and equity markets is sustainable. Urjit Patel, who became the central bank’s governor earlier this month, is expected to focus on combating inflation, following the footsteps of his predecessor Raghuram Rajan.