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Sunday, October 16

16th Oct - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s ‘Weekly Support’ is here.

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
Bonds Battered, Copper Clubbed, Stocks Slide As China Currency Crumbles

Bloomberg: What'd You Miss in Markets This Week?Youtube

US Schedule for WeekBill McBride

Economic CalendarBerenberg

Global Week AheadBB
Clinton-Trump 3.0, ECB Rates, China GDP * Goldman, Morgan Stanley, BofA top U.S. banks’ earnings reports

EU Week AheadWSJ
An EU Summit (With May), Trade, Russia

Wall St Week AheadReuters
Investors seek profit turnaround to drive stocks higher

Weighing the Week Ahead:  Jeff Miller
We have normal week for economic data, and a big week for earnings reports. The last Presidential debate will grab headlines. We have been monitoring these factors for weeks, but something new is showing up in the data. Let’s call it a “stealth rotation” from bonds to stocks and from bond substitutes to less favored stocks. If the punditry carefully watches the data, they will be asking: Has a market rotation begun?

EcoWeekBNP Paribas
Global: Recent data are rather positive. Medium and long term challenges remain * US: After the FOMC maintained a “hawkish-dovish” status quo in late September, the meeting’s minutes were awaited with impatience. In the end they did not shed much more light on which way the balance is tipping. However, the hawks did manage to surprise us with a new argument in favour of a key rate increase: they claim the Fed’s credibility is at stake.

Week AheadNordea
The ECB takes centre stage and we expect no changes to monetary policy. In the US, CPI and industrial production data releases will be the main event of the upcoming week along with the third TV debate between Clinton and Trump. To the East, the release of Q3 GDP growth will shed light on the state of the Chinese economy.

Weekly Focus: Is Brexit resilience continuing? Danske Bank
US September CPI, ECB meeting, China’s GDP, industrial production, retail sales, fixed investments – and British data and Brexit resiliency

Strategy: More muddling through and political uncertainty Danske Bank
The global growth picture continues to be one of muddling through * Political uncertainty is causing concern among investors * MacroScope signals have gone from negative to neutral * More risk to the upside for bond yields * EUR/USD lower short term.

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Equities and Credit Downplay Subpar Backdrop

Macro Weekly: Light on data heavy on politics ABN AMRO
Mixed data, no reason to change views * FOMC divided, but likely to raise rates in December *
 Brexit plot thickens * Trump’s chances are falling,

Speculative PositioningMarc Chandler
Speculators Turn More Bearish Euros and Less Bullish the Yen

FX OutlookMarc Chandler
Rates Still Key to Dollar's Outlook

Week Ahead Marc Chandler

Four Key Events in the Week Ahead