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 Scoreboard – Between The Hedges
Succinct summation of week’s events – The Big Picture
Weekly Market Review – ZH
Gold Tops Bonds, Stocks In Week When Fed Crushed Economic Growth Hopes
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Global Week Ahead – BB
Clinton-Trump Debate, Musk on Mars * Fed officials back on road; personal spending leads U.S. data * Algiers forum gives OPEC ministers chance to talk oil prices
EU Week Ahead – WSJ
Wall St Week Ahead – Reuters
U.S. presidential contest takes center stage for investors
Weighing the Week Ahead – Jeff Miller
The calendar has a lot of data, but the FOMC meeting is over. The market waits for the next big event. We will soon have another jobs report, but Monday’s presidential debate overshadows the other news. The news cycles this week will be all about the election, and the financial press will be no different.
EcoWeek – BNP Paribas
Japan: BoJ adopts new method. Credibility is crucial. This is probably the reason behind the co-existence of two redundant targets. US: The FOMC has something for every body: a bit of status quo, a bit of dovishness, a bit of hawkishness. That surprising mix was cheered by financial markets. Euro area: The PSPP parameters - Draghi announced the creation of committees “to evaluate the options that ensure a smooth implementation of [the] purchase programme".
Week Ahead: From central banks to Trum and OPEC – Nordea
The big central banks have all had their air time in recent weeks. The market perception seems to be that while central banks are nearing the end of the easing road, the risk of a hawkish turn is limited. Risk is on. There are no hugely important key figures in the calendar for the coming week and focus turns to the first presidential debate between US presidential candidates Trump and Clinton as well as an informal OPEC meeting
Weekly Focus: Important data for Fed and ECB – Danske Bank
US: PCE inflation, which could be important for the Fed’s decision on whether to hike soon or not. Nine FOMC members are scheduled to speak. Euro area: Private sector lending should confirm Draghi’s view that the monetary transmission ‘has never worked better’, while inflation should rise but this is due to the higher oil price.
Strategy – Danske Bank
Political uncertainty, monetary/fiscal policies and the economic cycle will be the driving market forces in the autumn * Most US observers appear convinced that Clinton will win the election; we expect elevated political uncertainty will prevail on both sides of the Atlantic * Major central banks will maintain an ultra-loose policy stance while the cycle is heading lower led by the US * Global interest rates to stay low; the USD to weaken medium term * Equities are a sell on rallies led by the softer US cycle and weak earnings.
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
US: The hawks’ wings will soon be clipped * Canada: How durable is the recovery? * Asia: Building momentum in China’s economy? * Europe: Draghi on inflation watch
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Macro Weekly: New vigour or flash in the pan? – ABN AMRO
Taiwan’s export orders bounce strongly: early sign of global IT pick up? * The US Federal Reserve is getting increasingly divided, but equity markets interpret dot-plot changes as effective easing * Chinese data becoming more consistently positive * Europe’s services-sector business confidence softens, while manufacturing optimism improves
Macro Comment – Marc Chandler
Politics to Overshadow Economics in the Week Ahead
FX 4 Next Week– TF
High-yielders facing wave of volatility: The central bank meetings of September 21 saw a sharp market reaction with the yen soaring while the USD was sold off. Taking a broader view we may be facing the end of the reach-for-yield trend as volatility rises.