Week ahead: Autumn budget, Bank of England in focus
The focus this week, as at the start of every month, will be on the release of the monthly US jobs report on Friday and the ensuing market reaction, especially in the bond market.
Ahead of that, on Monday the Chancellor will unveil the Autumn Budget, at 1530 GMT, where he is expected to announce increased spending on NHS, courtesy of downwards revisions to the OBR's forecasts for public sector borrowing this year.
The Bank of England is also set to meet to decide on policy, on Thursday, although no changes are expected in policy.
According to economists at Barclays Research, the Monetary Policy Committee will stick to its mantra of a "gradual and limited" tightening in policy.
However, they will in fact be facing contradictory signals, from stronger income growth and labour productivity on the one hand, but weaker manufacturing Purchasing Managers' Index and data on lending availability on the other.
Complicating matters, they said that: "The global growth environment also now looks up as less favourable than three months ago."
Outside the UK, and US jobs data aside, survey compiler Caixin's China manufacturing sector survey for October may move markets.
The Bank of Japan's monetary policy meeting on Wednesday will also be closely watched.
Again, no change is expected in rate-setters' policy stance but there are expectations in some quarters that the BoJ will widen the permitted band for fluctuations in 10-year government note yield.
Monday October 29
INTERIM DIVIDEND PAYMENT DATE
Harvey Nash Group, Morgan Sindall Group, Witan Pacific Inv Trust
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Personal Consumption Expenditures (US) (12:30)
Personal Income (US) (12:30)
Personal Spending (US) (12:30)
Q3
HSBC Holdings
FINALS
Lok'n Store Group, Wey Education
AGMS
ITM Power
UK ECONOMIC ANNOUNCEMENTS
Consumer Credit (08:30)
M4 Money Supply (08:30)
Mortgage Approvals (09:30)
Tuesday October 30
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Business Climate Indicator (EU) (10:00)
Consumer Confidence (EU) (10:00)
Economic Sentiment Indicator (EU) (10:00)
GDP (Preliminary) (EU) (10:00)
Industrial Confidence (EU) (10:00)
Services Confidence (EU) (10:00)
Unemployment Rate (GER) (08:00)
Q3
Banco Bilbao Vizcaya Argentaria SA, BP, Hunting, Reckitt Benckiser Group
GMS
Electra Private Equity, Randall & Quilter Investment Holdings (DI)
FINALS
Proactis Holdings
EGMS
Syncona Limited NPV
AGMS
Accrol Group Holdings, Angle, Hargreaves Services, Ideagen, JPMorgan Mid Cap Inv Trust, Newmark Security PLC, Real Good Food , Scancell Holdings
TRADING ANNOUNCEMENTS
Hunting, Shoe Zone
UK ECONOMIC ANNOUNCEMENTS
Nationwide House Price Index (06:00)
FINAL DIVIDEND PAYMENT DATE
City of London Investment Group, K3 Capital Group , Rank Group
Wednesday October 31
INTERIM DIVIDEND PAYMENT DATE
888 Holdings, Essentra, NAHL Group, Smith & Nephew, STV Group, Wynnstay Group
QUARTERLY PAYMENT DATE
F&C Commercial Property Trust Ltd., F&C Private Equity Trust, Funding Circle SME Income Fund, Middlefield Canadian Income PCC, Schroder Income Growth Fund
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Chicago PMI (US) (13:45)
Crude Oil Inventories (US) (14:45)
MBA Mortgage Applications (US) (11:00)
Retail Sales (GER) (06:00)
Unemployment Rate (EU) (10:00)
Q3
Gem Diamonds Ltd. (DI), GlaxoSmithKline, Next, Smurfit Kappa Group, Standard Chartered
EGMS
VietNam Holding Ltd
AGMS
AEW UK Long Lease Reit , Brooks Macdonald Group, Defenx, JPMorgan Global Growth & Income, Maxcyte (DI), Pantheon International , Rainbow Rare Earths Limited NPV, VietNam Holding Ltd
TRADING ANNOUNCEMENTS
Computacenter, Gem Diamonds Ltd. (DI), Just Group, Next, PPHE Hotel Group Ltd, River and Mercantile Group , Riverstone Energy Limited , Watkin Jones
UK ECONOMIC ANNOUNCEMENTS
GFK Consumer Confidence (00:01)
FINAL DIVIDEND PAYMENT DATE
Abbey, Alumasc Group, Beeks Financial Cloud Group, Pembroke Vct, Pembroke Vct B, Standard Life UK Smaller Companies Trust
Thursday November 01
INTERIMS
BT Group
INTERIM DIVIDEND PAYMENT DATE
Arena Events Group
INTERIM EX-DIVIDEND DATE
Bloomsbury Publishing, Braemar Shipping Services, C&C Group, Hilton Food Group, London Security, Mission Marketing Group, Montanaro UK Smaller Companies Inv Trust, Morgan Advanced Materials , Senior, SThree, U And I Group, Warpaint London
QUARTERLY PAYMENT DATE
Mercantile Investment Trust (The)
QUARTERLY EX-DIVIDEND DATE
APQ Global Limited, JPMorgan Claverhouse Inv Trust, Tufton Oceanic Assets Limited NPV, Unilever
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Auto Sales (US) (19:30)
Construction Spending (US) (16:00)
ISM Manufacturing (US) (14:00)
ISM Prices Paid (US) (14:00)
PMI Manufacturing (US) (14:45)
Q3
Carpetright, Croda International, Gran Tierra Energy Inc. (CDI), Indivior, Just Eat , Lancashire Holdings Limited, Royal Dutch Shell 'A', Royal Dutch Shell 'B', Royal Dutch Shell 'B', Royal Dutch Shell 'B', Royal Dutch Shell 'B', Shires Income, Smith & Nephew
GMS
Patisserie Holdings
SPECIAL EX-DIVIDEND DATE
ProVen Growth & Income VCT, ProVen VCT, Ranger Direct Lending Fund, Softcat
AGMS
City of London Inv Trust, Go-Ahead Group, Pathfinder Minerals , Plutus PowerGen, Schroder Japan Growth Fund, Stanley Gibbons Group, Wilmington
TRADING ANNOUNCEMENTS
Carpetright, Hilton Food Group, Just Eat
UK ECONOMIC ANNOUNCEMENTS
BoE Interest Rate Decision (12:00)
FINAL DIVIDEND PAYMENT DATE
1pm, Smith (DS)
FINAL EX-DIVIDEND DATE
Ashmore Group, BlackRock Greater Europe Inv Trust, Ideagen, NWF Group, SCS Group , Softcat, Thorpe (F.W.)
Friday November 02
INTERIMS
System1 Group
INTERIM DIVIDEND PAYMENT DATE
BBA Aviation, Belvoir Lettings, Bodycote, Cello Health, Cenkos Securities, EMIS Group, Fisher (James) & Sons, Good Energy Group, Johnson Service Group, Judges Scientific, Learning Technologies Group , M. P. Evans Group, OneSavings Bank, Rightmove, Unite Group, Volga Gas, Weir Group, XLMedia
QUARTERLY PAYMENT DATE
F & C UK High Income Trust , Scottish Inv Trust
INTERNATIONAL ECONOMIC ANNOUNCEMENTS
Balance of Trade (US) (12:30)
Non-Farm Payrolls (US) (12:30)
PMI Manufacturing (GER) (08:55)
Unemployment Rate (US) (12:30)
DRILLING REPORT
Glencore
SPECIAL DIVIDEND PAYMENT DATE
F & C UK High Income Trust B Shares, Kubera Cross-Border Fund Ltd.
TRADING ANNOUNCEMENTS
Glencore , Paddy Power Betfair
UK ECONOMIC ANNOUNCEMENTS
PMI Construction (09:30)
FINAL DIVIDEND PAYMENT DATE
Brooks Macdonald Group, Daejan Holdings, Hargreaves Services