Morning Juice – Europe Session Prep

Good Morning Traders.
It is Wednesday the 12th of November. Here is what to look out for today.

Sentiment
Australian home loans surged beyond expectations in the third quarter to a record high, underscoring how easier monetary policy has reignited credit growth and property demand and giving the Reserve Bank another reason to stay on the sidelines Oil steadied following a three-day gain ahead of reports that’ll shed light on the outlook for global crude market balances into 2026. Allies of Keir Starmer sought to ward off a feared leadership challenge from one of the British premier’s best-known ministers, as cabinet feuds spilled into the open just weeks before the government is due to unveil a contentious budget. Days after Donald Trump’s party lost several key election contests that centered on cost-of-living concerns, the president floated the prospect of a 50-year mortgage to help voters tackle one of their top concerns: housing affordability. US bank regulators have agreed on the terms for easing a set of capital requirements that lenders say limit their ability to hold more Treasuries, according to people familiar with the matter.

Docket
02:00 ET
German CPI
YoY – Forecast: 2.3% | Prior: 2.3% | Range: 2.3% / 2.3%
MoM – Forecast: 0.3% | Prior: 0.3% | Range: 0.3% / 0.3%
HICP YoY – Forecast: 2.3% | Prior: 2.3% | Range: 2.3% / 2.3%
HICP MoM – Forecast: 0.3% | Prior: 0.3% | Range: 0.3% / 0.3%

Speakers
05:30 ET
ECB’s Schnabel speaks at BNP Paribas’ Global Markets Conference “Europe Reimagined: The Path to Empowerment” in London.

06:40
ECB’s de Guindos speaks at in FIBI International Banking Conference 2025 “Competing for Growth – Ireland’s Future as a Global FS Hub” in Dublin.