Here are the links to the weekly roundups, reviews and also previews of the beginning week. This post will be updated as new material is published.
Weekly charts: still very boring Forex
Daily charts: AUDUSD and EURUSD's follow-up after Friday's surge worth following
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Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Wrap – ZH
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Weekly Agenda & Wrap up – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Banks take spotlight as earnings season heats up
EU Week Ahead – WSJ
European Summit, Safe Harbor, Syria
Weekly Market Outlook – Moody’s
Weighing the Week Ahead – A Dash of Insight
Despite a full slate of data, continuing international events, Washington maneuvering, and a possible record in Fed speeches, a new subject will command attention this week: Will there be an earnings recession, and should we worry?
Week Ahead: Dominated by inflation - or lack thereof – Nordea
Next week inflation data from the US, UK, China, Sweden and Denmark will hit the markets. A negative US inflation print could push markets further away from buying into a December Fed rate hike. Loan and trade data from China will tell us more on how the economy did in Q3.
Strategy – Danske Bank
More German softness is looming due to the combination of Chinese turmoil and the Volkswagen fraud * We have postponed our call for a Fed hike to start-2016 – markets have pushed it to mid-2016 * The fixed income market is in ‘erase and rewind’ mode this week – we look for further US-euro spread widening * EUR/USD to continue range trading the next couple of weeks
Weekly Focus – Danske Bank
US: retail sales and CPI inflation, some downside risks to retail sales, which have been relatively strong in recent months * China: foreign trade data * Euro area: how large a negative effect from the recent weakness in the emerging markets. We believe both ZEW expectations and industrial production declined * UK: ‘noflation’ continued in September while wage growth
continued higher in August * Sweden: Riksbank too optimistic on inflation, forced to ease further in December.
Macro Weekly – ABN AMRO
Following the China and EM growth scare which has developed this year, the next big question is to what extent advanced economies will be affected. We think the effects will remain manageable. The eurozone is a little less likely to feel the negative effects of the EM slowdown than the US. But overall, we think the global economy will find a better balance in the quarters ahead.
Euro rates update – Nordea
FX Outlook – Marc Chandler
Dollar Struggles; More Losses Likely Before Better Demand is Found
FX: why hasn't the EUR weakened due to risk-on? – Nordea
Why hasn't the EUR weakened, despite recent risk-on sentiment in global markets? We think one driving force is a change in investor behaviour with regard to FX hedging. How long will it last?