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Saturday, October 4

4th 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.

Previously on MoreLiver’s:

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Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
Low-volume melt-up fails to stall small caps worst streak in over 2 years

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg

Economic CalendarHandelsbanken

UK Next Week’s Agenda – Handelsbanken

Kiron Sarkar’s Weekly ReportThe Big Picture

5 Things to Watch on the Economic CalendarWSJ

Global Central Banks Weekly CalendarWSJ

Wall St Week AheadReuters
Want to get back into stocks? Check junk spreads first

Weighing the week aheadA Dash of Insight
Will global weakness drag down the US economy?

Europe’s Week AheadWSJ
Sluggish Eurozone Industrial Production

EU Week Ahead: Commissioners and Foreign FightersWSJ

What Matters for Global Markets in the Week AheadWSJ

Weekly Market OutlookMoody’s

Weekly Focus: FOMC minutesDanske Bank
The release of minutes from the 16-17 September FOMC meeting will cast more light
on the decision to keep its ‘considerable time’ forward guidance * Both PMI and IFO declined in August and we expect German industrial production to decline by -0.4% m/m * We expect the Bank of England to keep both its interest rates and its asset purchase target unchanged * The statement from next week’s Bank of Japan meeting will probably downgrade the view on the economy slightly but it will maintain that the economy continues to recover as a trend

Strategy: Shaky environment to continue in the short termDanske Bank
EM assets take a dive * Softer US data will add to fragile picture of the global economy * QE from ECB not on table short-term but still in play in 2015 * Downward pressure on bond yields from weaker growth and lots of liquidity * Bond yield conundrum revisited * EUR/USD heading lower still

Macro Watch: Nonfarm payrolls, ECB take centre stageTradingFloor
The ECB meeting of the governing council and the strong US employment report topped the charts in an action-packed week.

The Investment Climate and the Week Ahead Marc to Market

Week AheadNordea
In US, the Septembers FOMC minutes will among others probably explain the slightly earlier expected rate hike. Few data are on the agenda in the post-ECB week. We expect the BoE to maintain the rate and the size of the Asset Purchase Programme at the October MPC meeting. In Japan, no expansion of the asset purchase program is expected from BoJ. Rumour suggests the BoJ to make the time frame of the inflation target more flexible. Last, a status on the Brazilian president election.

Scandi markets ahead – Danske Bank

Viikkokatsaus: Hiljainen viikko (haukotus)Nordea
Tulevaa: Fed: Kokouspöytäkirjat * Suomi: Teollisuuden suunta ei muutu * BoE: Ei uutta Mennyttä: Yhdysvallat: Työmarkkinat paransivat * EKP ei kertonut tarpeeksi uutta * Euroalue: Inflaatio hidastui lisää * Suomi: Velka nousi Q2:lla

Weekly Market SummaryThe Fat Pitch
If the pattern of the past two years is still driving the market's playbook, then a re-test of recent highs is on the way. Enough extremes in shorter term measures of market stress have been reached in the past two weeks to mark a washout.

Weekly Credit UpdateDanske Bank
Subdued sentiment continues across markets * iTraxx indices to roll on Monday 6 October

Euro rates updateNordea

FX OutlookMarc to Market
The US dollar had another good week, rising against all the major currencies.

The Week ahead in FX – TradingFloor

EM FX Monocle: Generally weakerNordea
EM FX continues to suffer. Just in September, the BRL weakened 10% vs the USD, the ZAR, the RUB and the TRY more than 4%. 

Emerging Markets: Week Ahead PreviewMarc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –