Super Week is Coming: A Global Market Trading Outlook Amidst a flurry of data and policy announcements.
2026-02-27 20:17:24
Next week (February 27 - March 6) will see a flurry of important meetings, key data releases, and corporate earnings reports during the 15th Five-Year Plan period. From CFTC positioning data and the OPEC+ meeting to European and American PMIs and Eurozone inflation, from speeches by the Federal Reserve and the European Central Bank to the Two Sessions in China, Apple's product launch, and Berkshire Hathaway's earnings report, each event could trigger significant market volatility. Investors need to plan ahead to mitigate potential risks and opportunities.
On Saturday (February 27), the CFTC released its weekly Commitment of Traders report, allowing investors to view changes in institutional positions as of Tuesday.
The National Bureau of Statistics will release the 2025 Statistical Communiqué on National Economic and Social Development. Berkshire Hathaway's financial report will be closely watched, with Greg Abel delivering his first annual shareholder letter as CEO, and whether its cash reserves are approaching $400 billion serving as a barometer for the market.
On Sunday (February 28), eight OPEC+ oil-producing countries held their monthly meeting on oil production policy.
On Monday (March 2), the US, Germany, France, and the Eurozone will release their February SPGI manufacturing PMIs. This data will affect the valuation center of domestic equity markets. Germany will also release its January retail sales figures.
The US will also release the ISM Manufacturing PMI, which has a greater influence on large enterprises, as well as revised figures for January factory orders and durable goods.
On Tuesday (March 3), Japan released its January unemployment rate, the Eurozone released its February CPI, and FOMC permanent voting member and New York Fed President Williams delivered a speech.
After the UK announces its budget results, Bank of Japan Governor Kazuo Ueda will discuss the role of central banks in the new financial ecosystem at the FIN/SUM Fintech Summit in Tokyo.
A press conference for the Fourth Session of the 14th National Committee of the Chinese People's Political Consultative Conference (CPPCC) was held in Beijing on Wednesday (March 4) to introduce the details of the meeting. This meeting is the most important one on the "15th Five-Year Plan" in 2026 and will last for seven days.
The US API and EIA release crude oil inventory data, China releases its official February manufacturing PMI and SPGIPMI, the Eurozone releases its unemployment rate, and the US releases its February ADP employment change data, commonly known as the "mini-nonfarm payrolls." Although there are differences in a single month, over a longer period, the overall trend of the mini-nonfarm payrolls is about 90% correlated with the nonfarm payrolls data, making it the most important data of the day.
Apple will hold its spring launch event on March 4.
The fourth session of the 14th National Committee of the Chinese People's Political Consultative Conference (CPPCC) officially opened on Thursday (March 5) and will last for seven days.
Pay close attention to the full text of the 15th Five-Year Plan outline and the government's work goals for 2026.
The Eurozone will release retail sales data, the US will release Challenger job cuts, the January trade balance, import and export price indices, and initial and continuing jobless claims for this week.
The Federal Reserve released its Beige Book, and Saudi Aramco announced its official crude oil prices.
On Friday (March 6), the United States will release its final non-farm payroll data of the week, including the unemployment rate and hourly wage growth. Last month's non-farm payroll data far exceeded expectations, and the unemployment rate fell to 4.3%, demonstrating the resilience of the labor market. However, it was also questioned by the market, so this non-farm payroll data is particularly crucial.
The US retail sales data for January, also known as the "terror data," will be released on the same day, which may cause significant fluctuations in the US dollar and gold prices.
European Central Bank President Christine Lagarde also addressed the 2026 Global Risks Seminar on this day.
In addition to core economic data, investors should be wary of three potential risks: First, OPEC+ oil production policies and changes in crude oil inventories may trigger oil price fluctuations; second, speeches by officials from the Federal Reserve, the European Central Bank, and the Bank of Japan that signal a policy shift may quickly correct market expectations and cause fluctuations in corresponding currencies and precious metals; and third, policy direction set by China's Two Sessions and news from Apple's product launch may affect related sectors and global risk sentiment.
Financial reports precede holdings, revealing institutional signals.
On Saturday (February 27), the CFTC released its weekly Commitment of Traders report, allowing investors to view changes in institutional positions as of Tuesday.
The National Bureau of Statistics will release the 2025 Statistical Communiqué on National Economic and Social Development. Berkshire Hathaway's financial report will be closely watched, with Greg Abel delivering his first annual shareholder letter as CEO, and whether its cash reserves are approaching $400 billion serving as a barometer for the market.
On Sunday (February 28), eight OPEC+ oil-producing countries held their monthly meeting on oil production policy.
The release of PMI data from Europe and the US will guide the market.
On Monday (March 2), the US, Germany, France, and the Eurozone will release their February SPGI manufacturing PMIs. This data will affect the valuation center of domestic equity markets. Germany will also release its January retail sales figures.
The US will also release the ISM Manufacturing PMI, which has a greater influence on large enterprises, as well as revised figures for January factory orders and durable goods.
Inflation and central bank statements: UK and Japanese policies offer some points of interest.
On Tuesday (March 3), Japan released its January unemployment rate, the Eurozone released its February CPI, and FOMC permanent voting member and New York Fed President Williams delivered a speech.
After the UK announces its budget results, Bank of Japan Governor Kazuo Ueda will discuss the role of central banks in the new financial ecosystem at the FIN/SUM Fintech Summit in Tokyo.
Two Sessions Preview + ADP Nonfarm Payrolls: Key Data Sets the Tone for the Market
A press conference for the Fourth Session of the 14th National Committee of the Chinese People's Political Consultative Conference (CPPCC) was held in Beijing on Wednesday (March 4) to introduce the details of the meeting. This meeting is the most important one on the "15th Five-Year Plan" in 2026 and will last for seven days.
The US API and EIA release crude oil inventory data, China releases its official February manufacturing PMI and SPGIPMI, the Eurozone releases its unemployment rate, and the US releases its February ADP employment change data, commonly known as the "mini-nonfarm payrolls." Although there are differences in a single month, over a longer period, the overall trend of the mini-nonfarm payrolls is about 90% correlated with the nonfarm payrolls data, making it the most important data of the day.
Apple will hold its spring launch event on March 4.
The opening of the Two Sessions and the release of the Beige Book send policy and economic signals in tandem.
The fourth session of the 14th National Committee of the Chinese People's Political Consultative Conference (CPPCC) officially opened on Thursday (March 5) and will last for seven days.
Pay close attention to the full text of the 15th Five-Year Plan outline and the government's work goals for 2026.
The Eurozone will release retail sales data, the US will release Challenger job cuts, the January trade balance, import and export price indices, and initial and continuing jobless claims for this week.
The Federal Reserve released its Beige Book, and Saudi Aramco announced its official crude oil prices.
Non-farm payrolls and other dreaded economic data releases lead to significant volatility in the US dollar and gold market.
On Friday (March 6), the United States will release its final non-farm payroll data of the week, including the unemployment rate and hourly wage growth. Last month's non-farm payroll data far exceeded expectations, and the unemployment rate fell to 4.3%, demonstrating the resilience of the labor market. However, it was also questioned by the market, so this non-farm payroll data is particularly crucial.
The US retail sales data for January, also known as the "terror data," will be released on the same day, which may cause significant fluctuations in the US dollar and gold prices.
European Central Bank President Christine Lagarde also addressed the 2026 Global Risks Seminar on this day.
Risk Warning
In addition to core economic data, investors should be wary of three potential risks: First, OPEC+ oil production policies and changes in crude oil inventories may trigger oil price fluctuations; second, speeches by officials from the Federal Reserve, the European Central Bank, and the Bank of Japan that signal a policy shift may quickly correct market expectations and cause fluctuations in corresponding currencies and precious metals; and third, policy direction set by China's Two Sessions and news from Apple's product launch may affect related sectors and global risk sentiment.
- Risk Warning and Disclaimer
- The market involves risk, and trading may not be suitable for all investors. This article is for reference only and does not constitute personal investment advice, nor does it take into account certain users’ specific investment objectives, financial situation, or other needs. Any investment decisions made based on this information are at your own risk.
