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Sunday, October 30

30th 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
Markets 'Turmoil' After Comey Crashes Clinton Party

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

US Schedule for WeekBill McBride

EU Week AheadWSJ
EU-Canada Summit, Finally; Juncker’s Two-Year Mark

Wall St Week AheadReuters
Fed meeting in sight but election looms for stocks

EcoWeekBNP Paribas
Limited rebound in the US * Deceleration confirmed in the euro zone * The UK proving resilient, but for how long? * Will FOMC replay the November 2015 meeting in announcing a December rate hike? * The Russian economy is getting a bit better but the recovery is fragile. The consolidation of public finances has become the government’s priority

Week Ahead: Forget the elections for a week Nordea
A huge amount of important information will be released in the coming week. The US Labour Market report, ISM reports, Euro-area GDP and inflation and Chinese PMIs. Moreover, the Fed, the BoE and the BoJ all meet to discuss interest rates. Norwegian house prices, Danish FX reserves and parliamentary elections in Iceland are the main events in the Nordics.

Weekly Focus: Fed not to decide yet December hike Danske Bank
US Fed meeting, jobs report and ISM survey. Chinese PMI. BoE meeting

Strategy: Higher inflation pushing inflation expectations Danske Bank
Global inflation on the rise, pushing up inflation expectations * Risk to the upside for bond yields
for now on better data, rising inflation and central banks * Stocks caught between better data and more hawkish central banks * Euro data surprise to the upside

Key Events In The Coming WeekZH
The key economic releases this week include the personal income and spending report on Monday, ISM manufacturing on Tuesday, ISM non-manufacturing on Wednesday, and the employment report on Friday. The November FOMC statement will be released on Wednesday at 2PM. In addition, there are a few scheduled speaking engagements from Fed officials this week.

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Global Week AheadScotiabank
Canada: Volatility redux? US: Clearing the decks before the election * Asia: Carry a big stick, buy less * Europe: Know when to hold them * LATAM: Inflection points?

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Shareholder Take Soars as Cap Ex Stalls

Macro Weekly: Manufacturing gaining momentum ABN AMRO
Manufacturing PMIs showing consistent improvement in October * Risks to eurozone growth more balanced * US GDP shows meaningful acceleration in Q3 * CETA was agreed, but trade deals remain highly unpopular. This is not good

Speculative PositioningMarc Chandler
Speculators Make Concerted Effort to Pick Bottom in Sterling

FX OutlookMarc Chandler
October Surprise Pushes Open Door

Macro CommentMarc Chandler

Six Thumbnail Sketches of This Week's Dollar Drivers
FX 4 Next Week: Conditions may be treacherous TF
Trading conditions next week could prove treacherous, particularly for USD traders, as we have a heavy data calendar followed by the pivotal US election the week after. That said, we may have sufficient energy in the market to see tradable moves in the coming week.