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Saturday, October 21

21st 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
GE-Dip-Buying-Panic Sends Dow To 'Most Overbought' In 62 Years, Yield Curve Collapse Continues

U.S. Weekly Fund Flows ReportLipper Alpha
Funds Have Strong Week, Take in $15.0 Billion of Net New Money

Earnings Insight Oct 20Factset

This Week in Earnings 17Q3 | Oct 20Lipper Alpha

S&P 500 Earnings Dashboard | Oct 20Lipper Alpha

Stoxx 600 Earnings Outlook | Oct 17Lipper Alpha

EcoWeekBNP Paribas
Next week, the ECB is expected to extend QE into 2018 but to scale back monthly purchases * The direction of the change may be clear but the extent isn’t * The objective of QE has evolved. It is now a key instrument in providing guidance on the future evolution of policy rates

Week AheadNordea
While media is full of flashbacks to Black Monday, the US stock markets set new record-highs almost every day. ECB’s tapering details and Catalonia have the potential to cause volatility in the week to come, but nothing like 30 years ago.

Weekly Focus: ECB, Riskbank, Norges Bank Danske Bank
ECB to announce QE extension of probably nine months * Sweden and Norway to hold policy unchanged * China’s congress of the communist party continues, new committee presented on Wednesday * First estimates of Q3 GDP for US and UK

Strategy: Goldilocks in risk assets?Danske Bank
Risk assets are supported by a long list of favourable factors – not least of all strong profit growth and cautious central banks * A moderate slowdown in China would cause some headwind for EM assets – but should not derail global recovery * Bond yields and EUR/USD to stay range-bound in the short term

Global Week AheadScotiabank
US: Earnings and data could be sideshows * Europe: ECB tapering ahead * Asia: Japan’s election brings no changes

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
So Much Debt, So Little Growth

Macro Weekly: Politics dominate ABN AMRO
EU very unsure about independence for Catalonia * Passing of US budget looking more likely *Who will succeed Janet Yellen? * Xi Jinping delivers a 3.5 hour address to the 19th CPC National Congress