Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Risk Monitor – Global
Macro Monitor
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
(pdf)
ECB: rate cut
discussion * US GDP growth: slightly softer Q3 * US labour market data:
government shutdown = October weakness * Global PMIs: moderate growth in
October
Economic Calendar – Handelsbanken
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Twitter will be the
talk of Wall Street next week when the social media company goes public in the
stock market's most anticipated initial public offering since 2012's Facebook
(FB.O).
Week Ahead – Nordea
US: GDP and the employment report in focus next week with the numbers being
important for tapering expectations. Euro
zone: We expect the ECB to keep rates unchanged next week. UK: The BoE will meet next week and we
expect no change in the rate and no change in the size of the Asset Purchase
Program.
Weekly Focus: ECB under added easing pressure – DanskeBank
Europe: ECB should keep rates unchanged. Draghi to be very dovish and signal a
rate cut could be coming. Given the very low outlook for inflation, we project
a 25bp rate cut in December. US: a
subdued employment report, due government shutdown and recent weakness in
economic data. The first estimate of Q3 GDP. Fed speeches scrutinized for a
soft tone after the FOMC statement was less dovish than expected and recent
data soft.
FX Outlook: Dollar has game – Marc to Market
A shift in the fundamental focus toward somewhat better news from the US and somewhat poorer news from Europe. There is mounting speculation that the ECB will have to have some sort of policy response to the continued decline in private lending, weak growth in money supply, and near record low inflation.
A shift in the fundamental focus toward somewhat better news from the US and somewhat poorer news from Europe. There is mounting speculation that the ECB will have to have some sort of policy response to the continued decline in private lending, weak growth in money supply, and near record low inflation.
Three
Dimensions of the Investment Climate – Marc
to Market
The trajectory of Fed tapering, the ECB's response
to the draining of excess liquidity and threat of deflation, and Chinese
reforms to be unveiled at the Third Plenary session of the Central Committee of
the Communist Party.
Weekly Credit Update – Danske
Bank
Credit spreads remain
stable. European bank lending standards point to improving conditions.
EMEA Weekly – Danske
Bank
Another close call at the
Czech central bank
China’s
president Xi Jinping is thought to set out a programme of reforms for China
in the much anticipated third plenum of the 18th Central Committee. Plus: Morsi
goes on trial, Korea’s
Park visits the UK,
and Indonesia
releases its Q3 GDP.
EU Week Ahead Nov.
4-8
– WSJ
EU growth forecasts
and guidance on government interventions in energy markets as Brussels gets
busy again.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet