Points from BofA:
– Sept 21st FOMC…75bps-100bps priced-in
– Sept 22nd BoJ…important for global markets…
– Sept 25th: Italy election…likely another shift to populist right in Europe
– Oct 16th: China CCP Politburo/congress…relaxation of COVID & fiscal policy?
– Nov 8th: US midterm elections
– Nov 15th: G-20 meeting in Bali…new markets, macro & geopolitics…
– Dec 5th: deadline for announcement of G7 “price cap” on Russian oil.