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Saturday, September 13

14th Sep - W/E: 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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Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
Bonds worst run since "taper tantrum" sends stocks to 4-week lows

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic Calendar – Berenberg

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

Kiron Sarkar’s Weekly ReportThe Big Picture

5 Things to Watch on the Economic CalendarWSJ

Key Events In The Coming WeekZH

What Matters for Global Markets in the Week AheadWSJ

Wall St Week AheadReuters
Fed change unlikely to blunt equities' appeal over bonds

What to Watch in the Week Ahead and on MondayReuters

Europe’s Week Ahead: Watching the Scotland VoteWSJ

Weekly Market OutlookMoody’s

Weekly FocusDanske Bank
FOMC meeting likely to put forward the timing of the first rate hike, close to 50-50% chance of a change to the forward guidance, will mark a hawkish shift in the Fed’s stance * Results of the ECB’s first auction on its new targeted loans (TLTROs). Our estimate of the take-up (EUR97bn) is not that high. Hence, we do not expect the ECB’s new easing measures to provide a big boost to liquidity yet * The Scottish vote for independence (18 Sep) is set to attract many headlines. We expect ‘no’. A ‘yes’ would bring significant negative market reaction * General elections in Sweden (14 Sep) could lead to a change of power.

StrategyDanske Bank
We see a 40-50% chance of a change to the Fed’s forward guidance next week * Higher short US yields might increase market volatility but we remain positive on risk assets in the medium term *
German exports gave a little light in the euro area * Low Chinese inflation gives policy flexibility

Week AheadNordea
A very eventful week awaits. In the US, the FOMC meeting and inflation will be the focal points. TLTRO allotment, German ZEW and inflation from the Euro area. BoE minutes and Scotland's independence referendum will shape the week in the UK. Elections in Sweden and central bank meetings in Norway and Switzerland are also among next week's events.

Macro Week Ahead: All roads lead to Big ThursdayTradingFloor
This high octane week is all about Thursday September 18, on which the FOMC, SNB, Scottish Referendum and pricing of Alibaba all fall. The Scot's choice will be critical to sterling values while the Alibaba IPO looks set to be a unique, one-off listing.

Scandi markets ahead – Danske Bank

Viikkokatsaus – Nordea

Weekly Market Summary – The Fat Pitch

Weekly Credit UpdateDanske Bank
Slightly bearish tone in credit markets this week * Full throttle ahead in the primary markets * New methodology for banks flagged by Moody’s * High regulatory activity in the financial market.

Euro rates updateNordea

FX OutlookMarc to Market
Next week may very well be one of the most important weeks of the year.  There are a number of events that individually and collectively have the potential to spur significant moves across the capital markets.  These events include the Scottish referendum, FOMC meeting, and the launch of the ECB's TLTRO facility.

The Week ahead in FX: FOMC, SNB and Scottish vote!TradingFloor
An action-packed week awaits for FX traders with a critical FOMC meeting next Wednesday and the Scottish independence referendum hot on its heels on Thursday. On top of that there's a potentially pivotal Swiss National Bank meeting. Saxo's John Hardy guides us through a very busy week ahead.

FX Forecast Update - The USD rally set to extendDanske Bank

EMEA WeeklyDanske Bank
Central banks contradict policy choice

Emerging Markets: The Week AheadMarc to Market

EM FX: From divergent to generally weakerNordea
Differences in EM asset performance have been quite evident over the past year. The CEE currencies are weaker so far this year while the rest of EM FX is generally stronger. Historically, US yields become a driver for EM FX as soon as they start moving. This time – perhaps in anticipation of a wording change at next week’s FOMC meeting – EM FX correlations with US yields are already on the rise even though US yields have barely moved. General EM FX weakness could be ahead.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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