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Sunday, September 18

18th Sep - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s roundup-post is here.

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
VIXtermination Trumps Deutsche Damage, Dismal Data; But Stocks End Week Weak

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

5 Things to Watch in US Economics Calendar – WSJ

Global Week AheadBB
Fed, Clinton-Trump Debate Prep * BOJ sets rates; housing tops U.S. data; Mylan CEO testifies * Leaders gather for UN; Draghi, Carney and Poloz will speak

EU Week AheadWSJ
Trade, Roaming, Google

Wall St Week AheadReuters
Fed meeting grabs spotlight amid volatility comeback

Weighing the Week Ahead Jeff Miller
The calendar has very little important data. The highlight is the FOMC announcement and press conference on Wednesday. Even though the Fed is not expected to change course, bonds have gotten much weaker, sending the ten-year note yield higher. This effect is gaining notice. Should we expect a further bond selloff?

EcoWeekBNP Paribas
EU: Jean-Claude Juncker wants to keep institutions in flux. Donald Tusk calls for the heads of State to better coordinate their actions. US: FOMC members more or less agree on the economic diagnosis and the need for prudence. Yet they are still divided over what prudence means and what form it should take: gradually raise rates or maintain the status quo?

Week Ahead: Fed on hold; BoJ to ease? Nordea
Market developments over the past week were yet another reminder that central banks remain the main guiding light for financial markets. Thus, volatility returned to the market as an interest rate hike by the Fed as early as next week was taken into consideration, then dismissed, then considered again. The coming week could provide some intense market action with policy decisions from both the Fed and the Bank of Japan (see our expectations below).

Weekly Focus: Soft data will keep Fed on hold – Danske Bank
Wednesday: Federal Reserve and Bank of Japan meet. Friday: September manufacturing purchasing manager indices

Strategy: Autumn blues Danske Bank
Risk markets face new headwind from loss of momentum in business cycle * Fed on hold this year as economy slows again * Bond yields to stay very low * EUR/USD range to continue

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Global Week Ahead Scotiabank
US: a dovish surprise from the Fed? Asia: high expectations for further BoJ action * Europe: still not looking at the right Brexit evidence * Latam: political risk still dominates

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Rate Hikes Will Be the Least of Market Worries

Macro Weekly: Time for a hike? ABN AMRO
A Fed interest rate hike does not look likely next week.     We expect a hike in December, though the case for higher interest rates in general is far from convincing. Meanwhile, the BoJ is likely to announce a monetary easing package. The combination of a Fed on hold and BoJ stimulus could start to reverse bond market worries of an exit from easy monetary policy

Speculative PositioningMarc Chandler
Speculators Remain Mostly Unswayed by the News

Macro Comment Marc Chandler
Punctuated Equilibrium and the Forces of Movement

FX 4 Next WeekTF
Fireworks are inevitable next week and traders should tread with caution as the Bank of Japan and FOMC meetings on September 21 will drive trading themes across all markets.