Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Bezos
Beat Batters Bears But Bonds & Bullion Bounce
U.S. Weekly Fund Flows
Report
– Lipper
Alpha
In
Spite of a Bump in the Road at Week’s End, Investors Continue to be Net Buyers
of Fund Assets
Earnings Insight Oct
27
– Factset
This Week in
Earnings 17Q3 | Oct 27 – Lipper
Alpha
S&P 500
Earnings Dashboard | Oct 26 – Lipper
Alpha
Stoxx 600 Earnings
Outlook | Oct 24
– Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
ECB’s decisions were in line with
expectations but markets nevertheless reacted positively. In the spring of
2018, ECB watchers will increasingly focus on what comes after QE. On that
matter, important questions were left unanswered during the press conference.
Week Ahead: Another
central bank week
– Nordea
For
Thursday we expect the first rate hike from the Bank of England since 2007. The
FOMC meeting could be a non-event, while US employment should rebound sharply.
In the Nordic region, watch out for Swedish wages and Norwegian house prices.
Weekly Focus: Packed
week, with central banks in focus – Danske
Bank
Fed,
BoJ, BoE and Riksbanken meet * Euro area inflation and GDP * US payrolls and
PCE price index
Strategy:
Central banks’ urge for ‘gradualism – Danske
Bank
Central bankers keen to stress that path
to normalisation of policy will be very gradual with
ECB doing a dovish taper, and Scandi
central banks in wait-and-see mode * Commodity prices on the rise but policymakers
need to see ‘effective’ labour-market slack eroded before taking the next steps
towards the ‘exit’ on unconventional policies.
Global Week Ahead – Scotiabank
Weekly
Market Outlook
– Moody’s
Higher
Bond Yields Could Depress Share Prices
Macro Weekly: Draghi
successful –
ABN
AMRO
Draghi
delivers the message and pushes the euro lower * IFO more than reverses tow
monthly declines as ECB Bank lending survey shows further relaxation of the
credit channel * US expansion getting a stronger base from corporate investment
Weekly
Market Outlook – Marc Chandler
FX
weekly: – Nordea