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 Scoreboard – Between The Hedges
Succinct summation of week’s events – The Big Picture
Weekly Market Review – ZH
Crude Carnage Slams Stocks To Longest Losing Streak In 36 Years
Bloomberg: What'd You Miss in Markets This Week? – Youtube
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
EU Week Ahead – WSJ
Wall St Week Ahead – Reuters
U.S. mutual fund managers brace for closer presidential election
Weighing the Week Ahead – Jeff Miller
We have a light week for data, but plenty of other big news. Earnings season continues. There will be plenty of FedSpeak, and most importantly the results of the U.S. elections. I everyone to be asking: Will the election results provide clarity for financial markets?
EcoWeek – BNP Paribas
Next Tuesday, Americans vote to decide who will be their next President. Today was published the last economic data before Election Day, the one that everybody understands: the unemployment rate, that edged down to below 5%. * The slowdown of the US economy is confirmed, with mixed prospects. The opportunity for the Fed to hike rates is questioned. At this week meeting, the Fed indeed chose not to pre-commit to a December rate hike, as it did in 2015…
Week Ahead: Clinton vs Trump – final round – Nordea
Next Wednesday the uncertainty about who becomes the 45th US president will be over. The winner will probably be declared around 5.00 CET. Next week’s data include Chinese trade and inflation. From the Nordics, we expect a higher inflation print for Denmark, but a slightly lower one for Norway.
Weekly Focus: Very close elections – Danske Bank
US Election on Tuesday - it’s not over until the fat lady sings. Recent developments in both national and state polls show that one should not rule out a Trump victory. Also, several Fed speakers and US preliminary consumer confidence. EZ Sentix sentiment, retail sales, German factory orders should confirm moderate rebound towards the end of 2016.
Strategy: Market implications of US elections – Danske Bank
EUR/USD to rise to 1.13-1.14 if Trump wins the US election. A Clinton win would
trigger a fall in EUR/USD to 1.0950 * Trump win would lead to a kneejerk 15-20bp fall in
10Y UST; medium-term UST yields would rise under both Trump and Clinton * Global equity markets would fall 3-5% on a Trump win but we would see this as a buying opportunity.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
US: election jitters * Canada: earnings focus * Asia: a stand-out in this central bank quintet * LatAm: How will Peru’s central bank react to rising inflation? * Europe: the state of the industrial complex
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Overblown Inflation Fear Roils Markets
Macro Weekly: Unusual combination before the US elections – ABN AMRO
Good macro news * Decent earnings reports * Rising VIX * Weak equities * Rising bond yields * Falling oil prices * Trump narrowing in on Clinton
Speculative Positioning – Marc Chandler
Speculators Did Little in the Futures Market but Cut Euro Longs and Build Peso Shorts
FX Outlook – Marc Chandler
Dollar at Crossroads
Macro Comment – Marc Chandler
The US Election is The Driver in the Week Ahead