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 Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
S&P Drops 4th Week In A Row - Worst Streak In Over 3 Years
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Beyond earnings, buybacks to give market support
Weighing the Week Ahead – A Dash of Insight
Is the stock market correction over?
Week ahead – ZH
Post-Taper
Tantrum II: The Week Ahead – Marc
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 Outlook – Moody’s
Market data highlights – Moody’s
Weekly Focus – Danske
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 back – Danske
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 Ahead – Nordea
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 radar – Nordea
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 yskii – Nordea
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 headlines – TradingFloor
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-On – TradingFloor
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 Ahead – WSJ
Battered
Investors Need Assurances in Data
Weekly Central
Banks Calendar – WSJ
STOCKS
Weekly
Market Summary – The Fat
Pitch
The big
question is whether the correction is over and stocks will now rally into year
end.
Next Week's Key Earnings Reports – Bespoke
CREDIT
Weekly Credit Update – Danske
Bank
A tale of two asset classes – decoupling * Fear
index on the rise * US reporting season kicks off on a good note
Credit Outlook – Moody’s
Euro rates: Market struggles
with Eonias – Nordea
FOREX
FX Outlook – Marc
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
breath – Nordea
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 Update – Danske
Bank
EMERGING
EMEA Weekly – Danske
Bank
EM Preview: The Week Ahead – Marc to Market
COMMODITIES
Weekly
Commodity Update: Oil slump puts focus on US shale industry – TradingFloor
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.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet