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Sunday, October 19

19th Oct - 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
S&P Drops 4th Week In A Row - Worst Streak In Over 3 Years

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

Kiron Sarkar’s Weekly ReportThe Big Picture

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Beyond earnings, buybacks to give market support

Weighing the Week AheadA Dash of Insight
Is the stock market correction over?

What to Watch in the EU Oct. 20-26WSJ
Stress Tests, Gas Talks and Summits:

Week ahead – ZH

Post-Taper Tantrum II: The Week AheadMarc to Market
The narrative is the rekindling of disinflationary forces if the Fed stops providing ongoing monetary support, in the face of global headwinds that undermine growth.

Weekly Market OutlookMoody’s
Market data highlightsMoody’s

Weekly FocusDanske Bank
Market jitters mean less focus on economic data and more on central bank signals * PMI figures for the eurozone are expected to be weak and thus further stoke fears of a global slowdown * Chinese data is expected to show a pick-up in industrial production but falls for both GDP growth and PMI * Interest rate meeting in Norges Bank is unlikely to produce a rate change but will afford the central bank an opportunity to assess market turmoil and the weakening of the NOK

Strategy: The straw that broke the camel’s backDanske Bank
Capitulation in recovery trades * Technicals point to bounce in risk assets in very short term – but
risk of another leg down later * Development from here depends on 1) positioning, 2) central bank
response, 3) Ebola risk and 4) length and depth of global slowdown

Week AheadNordea
In US, the CPI data will be upcoming week’s most important releases. Our forecasts are in line with consensus. Euro-area PMIs will likely continue to fall, bringing the manufacturing PMI below 50. The focus in UK will be the upcoming October MPC minutes. In China, the major data releases are GDP and Flash PMI. In addition to the Swedish unemployment rate, the Swedish government budget for 2015 will be presented. Norges Bank will publish its rate decision.

Strategy: On the radarNordea
Riksbank: how will the new rate path look like? * Swedish macro: a small open economy. Watch out below! * SEK spread-over: perspectives on spreads vis-à-vis the risk sentiment * SEK rates: liability hedging less of a driver in SEK long-end * EUR rates: Schatz spreads and the AQR/stress tests

Viikkokatsaus: Q3 BKT-kausi alkaa väkevästi vaikka luottamus yskiiNordea
Tulevaa: Ostopäällikköindeksit painuvat alas * Kiina ja Britit avaavat BKT-kierroksen * Suomen kotimainen kysyntä heikkoa Mennyttä: Yhdysvallat odotettua vahvempi * Inflaatiovauhdeissa isoja eroja

Macro Watch: Weak US retail grabs headlinesTradingFloor
Macro week opens to strong Chinese exports * UK CPI data came in under expectations Tuesday * US retail sales fell by 0.3% in September

The Macro Week Ahead: Get Rich Or Die Trying, Risk-OnTradingFloor
Much to focus on this week. In Asia the main macro data will be China’s September FAI, retail sales, IP and most importantly third quarter GDP figures – the world will be tuning in on Tuesday for that figure.

World Week AheadWSJ
Battered Investors Need Assurances in Data

Weekly Central Banks CalendarWSJ


Weekly Market SummaryThe Fat Pitch
The big question is whether the correction is over and stocks will now rally into year end.

Next Week's Key Earnings ReportsBespoke

Weekly Credit UpdateDanske Bank
A tale of two asset classes – decoupling * Fear index on the rise * US reporting season kicks off on a good note

Credit OutlookMoody’s

Euro rates: Market struggles with Eonias Nordea
FX OutlookMarc to Market
The dollar's advance sat on two legs: Positive developments in the US, that would lead to a Fed rate hike next year and negative developments outside the US.  The second leg remains intact. The first leg has been shaken.

FX: catch breathNordea

The USD (DXY) reversed back to re-test the multiyear downtrend - will it? Lower inflation data could do the trick, but only temporarily. "Tails we win, heads they lose" - commodity FX, now vs EUR.

The Week ahead in FX – TradingFloor

FX Forecast UpdateDanske Bank

EMEA WeeklyDanske Bank

EM Preview: The Week Ahead – Marc to Market
Weekly Commodity Update: Oil slump puts focus on US shale industryTradingFloor
Commodities have fallen to a five-year low this week – triggered by the dramatic weakness in the energy sector where rising supply both from OPEC and non-OPEC producers is not being met by a similar rise in demand.

Economic Calendar –
Economic Calendar – BB
EU calendar –