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Sunday, October 15

15th Oct - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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Weekly Market ReviewZH
Record High Stocks, Record Low VIX But Bitcoin, Bonds, & Bullion Bid

U.S. Weekly Fund Flows ReportLipper Alpha
Investors Inject Net New Money Into Funds Ahead of the Q3 Earnings Season

Earnings Insight Oct 13Factset

This Week in Earnings 17Q3 | Oct 13Lipper Alpha

S&P 500 Earnings Dashboard | Oct 13Lipper Alpha

Stoxx 600 Earnings Outlook | Oct 10Lipper Alpha

EcoWeekBNP Paribas
The IMF is upbeat on the growth outlook yet argues that the recovery is incomplete. It also expresses concern about yield chasing behaviour of investors. Multiple objectives imply one cannot solely rely on monetary policy

Week AheadNordea
The Party Congress in China starting on Wednesday might not immediately move markets, but the country itself. In the Nordics, the regional network survey in Norway and Swedish labour market numbers stand out.

Weekly Focus: Surfing the strong global business cycle Danske Bank
Tue: EZ September inflation, US September industrial production, UK treasury committee testimony Wed: China’s party congress

Strategy: All eyes on talking headsDanske Bank
Global central bankers are busy on the news wires but new research indicates that the accuracy of forecasting financial and macroeconomic variables has not improved * Market to focus on what ‘QE path’ the ECB will choose on 26 October, when it is due to reveal the bulk of its decisions regarding the future of the QE programme * It seems that two ‘paths’ are on the table. Either an extension for six months with EUR 40bn a month in purchases or purchases for nine/12 months but only EUR 20-30bn a month * We believe for now in the first ‘path’ but acknowledge that the purchase constraints that make it more and more difficult for the ECB to buy according to the ‘Capital Key’ makes a ‘longer, but smaller’ monthly amount ‘path’ more likely.

Global Week AheadScotiabank
Asia: Will president XI use greater powers for greater good * Canada: A potentially big week for rates and currency * US: Anticlimatic * LatAm: Political risk hangs over central banks EZ: Supercore for Super Mario

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Special Events Supply an Upside Surprise

Macro Weekly: Confirmation ABN AMRO
Eurozone output data and Asian trade data confirm stronger momentum * US headline inflation up, again, but not core inflation * Central bankers in the spotlight

Weekly Market Outlook Marc Chandler
Will the Bullish Outlook for Treasuries Weigh on the Dollar?