Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here. This post will be updated as new material is published.
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Previously on MoreLiver’s:
Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Wrap – ZH
"In Fed We Trust" Is Back: Risk Soars On Hopes Economy Collapses
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 – Handelsbanken
UK Weekly Agenda & Wrap up – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Housing data eyed after August disappointed
EU Week Ahead – WSJ
Weekly Market Outlook – Moody’s
Weighing the Week Ahead – A Dash of Insight
It is a very unusual week for data, with many of the major housing reports on tap and not much else. China’s GDP will be a big story over the weekend, and important earnings news will continue. Despite this, pundits will turn their attention to housing, asking: Can a housing rebound signal “all clear” for
Strategy: The risk rally to fade; USD to fall – Danske Bank
The latest risk rally will fade, in our view, as global growth is stalling * Weak global growth is bearish for USD versus GBP, EUR. Investors with an FX mandate should focus on RV such as short EUR/GBP and long EUR/SEK, which we have on in our FX Trading Portfolio * Global growth weakness, expectations of ECB QE and less selling from EM reserve managers are bullish for core European FI.
Week Ahead: All eyes on the ECB – Nordea
Next week’s main event will be the ECB meeting on Thursday. We expect it to bring once again a dovish message but no action. The US will have a very quiet week in terms of data and events. In China Q3 GDP data will be released, while the flash manufacturing PMI survey has been discontinued. Also, next week’s events include refugee costs in Sweden and a general election next Sunday 25 October in Poland.
Weekly Focus – Danske Bank
PMI data in the US and Europe and figures for industrial production in China in September * German PMI may attract negative attention, pulled down partly by the Volkswagen scandal. There is also a risk of a further fall in the PMI stateside but we still consider the US economy robust * China Q3 GDP will probably show a continued slowdown but it is worth stressing that the data are associated with some uncertainty * The ECB meets on Thursday but we expect it to keep its powder dry. We still expect the ECB to expand its QE programme but not until the December meeting.
Macro Weekly: Are central banks losing the plot? – ABN AMRO
Central banks are under fire. The Fed seems to be moving away from its long-flagged idea of raising interest rates this year. Meanwhile, the ECB is edging towards stepping up a QE programme that many say is not working in any case. Inflation is below central bank targets in both cases. We think the criticism is harsh. A Fed delay and more ECB QE both look reasonable given the changing environment, with increased downside risks, tighter financial conditions and greater disinflationary pressure. Fed communication could improve though, while the ECB should be quicker and more decisive in policy easing.
Euro rates update – Nordea
FX 4 Next Week – TF
Next week is pivot point for the greenback * ECB may hint at more easing at Thursday's meeting * EURGBP signals point lower, barring ECB surprises * Krona weakness provides opportunity in NOKSEK