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Sunday, October 2

2nd Oct - 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
Rumor Rescues Deutsche From Banking Bloodbath But Gold Tops Stocks In September

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Global Week AheadBB
U.S. Payrolls, VP Debate, Tory Conference * Brexit looms as prime topic as U.K. Conservative Party meets * IMF and World Bank hold annual meeting; Google unveils devices

EU Week Ahead – WSJ

Wall St Week AheadReuters
A Deutsche Bank settlement overshadows U.S. equities,

Weighing the Week Ahead Jeff Miller
We have a huge week for economic data. The Fed is now on hold until after the election. The election can still go either way. It is easy to find something to worry about. That said, the fourth quarter is usually good for stocks. Should investors look past the gloom?

EcoWeekBNP Paribas
Bad inflation: OPEC agrees on cutting production. Oil prices rebound. Mixed prospects for inflation * Germany: Slowing growth but peaking confidence * France: A constrained budget

Week Ahead: Focus returns to US data Nordea
Next week’s main event is the release of the new jobs report and ISM surveys in the US, which we expect to support the case for a Fed hike in December. The UK PMI figures should show a level consistent with more or less stagnation in real GDP in the aftermath of the Brexit vote. In terms of Euro-area and Nordic data, the upcoming week will be relatively quiet.

Weekly Focus: Focus on US jobs and ISM indices Danske Bank

Strategy: Oil, China and the downside risk to growth Danske Bank
OPEC supply cut is not a game changer * Protectionism and geopolitics pose risks for global growth * Core interest rates in Europe to stay depressed despite higher HICP inflation * Europe’s banking woes are not a EUR negative; expect EUR/USD to remain in a narrow 1.10-1.14 range * We recommend a structurally underweight position in equities versus cash

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Global Week Ahead Scotiabank
Canada: Mere suggestions, not facts * US: Assessing growth momentum * Europe: Can post-Brexit sentiment remain optimistic? * Asia: Battle of the reserve banks * Latam: Diverging inflation driving central banks * Feature: Monetary policy decisions in Australia and India

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Fed’s Diminished Expectations Warn Credit

Macro Weekly: A lot of distraction ABN AMRO
Politics, trouble in the banking sector and many central bankers speeching are attracting lots of attention. Meanwhile, eurozone inflation rises, German business confidence jumps and US data suggest a modest cyclical improvement. Japanese GDP data: all wrong?

Speculative PositioningMarc Chandler
Speculators Make Significant Adjustments in the Currency Futures

FX OutlookMarc Chandler
Dollar Looks Vulnerable to Start Q4

Macro Comment Marc Chandler
The start of next week will likely be driven by Deutsche Bank's travails and dollar funding pressures, which may or may not be related.  At the end of the week, the US reports September employment data.