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Sunday, October 23

23rd 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
"It's Really Broken" - Divergences & Decouplings Dominate Week In Stocks, Bonds, FX

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

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Global Week Ahead – BB

EU Week Ahead – WSJ

Wall St Week AheadReuters
Second wind for stocks as earnings turn positive

Weighing the Week Ahead  Jeff Miller
We have normal week for economic data, including the first estimate for Q3 GDP. There are also important earnings reports. Election stories have become even more intense. Meanwhile, the market has been pretty quiet. I expect financial media to be asking: When will the trading range be broken?

Key Events Week Ahead - ZH
EcoWeekBNP Paribas
Portugal’s downgrade is unlikely. Anyway, a toolbox is ready. So much power in the pencil of a rating agency * ECB waiting for December, Draghi restated ECB will preserve substantial accommodation until inflation has returned sustainably to target

Week Ahead: Riksbank eases and GDP numbers  Nordea
In the week after the (pretty uneventful) ECB meeting and before the FOMC meeting in early November, the attention will turn to GDP numbers for Q3. Growth probably picked up in the US and France, but slowed down in the UK. Regarding Nordic central banks, we expect more easing from the Riksbank but Norges Bank on hold.

Weekly Focus: Global PMIs and Scandi central banks Danske Bank
EZ October PMI * UK and US Q3 GDP * Sweden’s and Norway’s central banks meet

Strategy: The final leg of the USD rally Danske Bank
The ECB is likely to extend QE in December and avoid stimulus, which would hurt the European banking sector * We expect EUR/USD to fall near term on relative monetary policy expectations, politics * We see EUR/GBP heading towards 0.92 on 3-6M. USD/CNY uptrend to continue * Short term, we see equities as a buy-on-dips.

Week AheadHandelsbanken

Global Week AheadScotiabank
US: good enough, but not for a November rate hike * Asia: profit growth helps to counter China credit worries * Europe: economy and earnings in focus * Canada: focus on earnings * Latin America: Banxico watching US polls

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
M&A Is In Very Late Cycle Mode

Macro Weekly: Inflation is turning upABN AMRO
Global inflation has started to move higher and will likely rise further in the next few months * Energy price inflation will go from being negative to being positive, while global manufactured goods price deflation has faded * Still there are reasons to think that the rise will be not be too sharp or sustained * Economic growth, while improving, is still lacklustre, while spare capacity around the world is keeping a lid on domestic price pressures

Speculative PositioningMarc Chandler
Speculators are Less Bullish the Yen and Scramble to Cover Peso Shorts

FX OutlookMarc Chandler
Golden Cross in Dollar Index is the Deadman's Cross in the Euro

Macro CommentMarc Chandler