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Saturday, September 28

28th Sep - Weekender: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here.

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Friday Close
Markets – Between The Hedges
Daily Risk Monitor – Global Macro Monitor

Europe: Peripheral Bond Risk Spikes Most In 6 Months – ZH
US: Bonds And Gold Bid; USD And Stocks Skid – ZH
Weekly Scoreboard – Between The Hedges
US market portrait – Portfolio Probe

The Economist’s Weeklies:

The Weekender – beyondbrics / FT
The Weekender – alphaville / FT

Succinct summation of week’s eventsThe Big Picture

Weekly Bull/Bear RecapRCS

Schedule for Week – Calculated Risk

Economic CalendarBerenberg (pdf)
ECB policy: No change and dovish tone * Italy: Senate Committee votes 4 October on stripping Berlusconi of seat * US non-farm payrolls: Back to normal service of solid job creation

Economic CalendarHandelsbanken (pdf)

UK Next Week's Agenda and Wrap UpHandelsbanken (pdf)

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
With a possible U.S. government shutdown days away, Wall Street still hasn't come down with a critical case of fiscal fever despite forecasts that failure to resolve the federal budget standoff could be catastrophic.

Drivers in the Week Ahead: Pieces of Eight  – Marc to Market

Weekly Focus: Politics in the limelightDanske Bank (pdf)
The deadline for a US budget deal for FY 2014 is Monday evening and the risk of a government shutdown from Tuesday has increased. We expect a significant rebound in US job growth in August, which raises the question of how much is needed for the Fed to start tapering. At Wednesday’s ECB meeting focus will be on Draghi’s comments on a possible new three-year LTRO. Global PMIs will be in focus and we expect to see improvement in China and the euro area… The Japanese government is likely to announce that the sales tax will be increased as planned next year.

Week AheadNordea (pdf)
US budget discussions, Eurozone ECB meeting, China PMI, Japan tax hike decision. Summary.

Weighing the Week Ahead – A Dash of Insight

FX Outlook: No Comfort Yet for Dollar Bulls Marc to Market
We continue to expect a deterioration in the political and economic climate in the euro area, and for this lend support to the dollar.  Yet, we were early in our timing and the technical condition warns that further dollar weakness is likely to be seen first.
Strategy: Risk of equity correction risingDanske Bank (pdf)
Further stock market correction as US fiscal talks intensify and market is "overbought".

Weekly Credit UpdateDanske Bank (pdf)
Relatively stable credit spreads and higher market activity

EMEA WeeklyDanske Bank (pdf)

Emerging: Week Aheadbeyondbrics / FT
A busy start to the week with a slew of economic data coming out on Monday and Tuesday. China PMI, Brazil IP and India current account figures will be in focus.

The Week Ahead Europarliament
Europe’s Week Ahead: Payrolls, ECB and Silvio BerlusconiWSJ
EU Week Ahead: Catalonia, Supervisors, ECB and Red TapeWSJ
Agenda: Brussels to focus on social justice euobserver

Economic Calendar –
Economic Calendar – BB
EU calendar –

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