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Sunday, September 16

16th Sep - Weekly Previews

Weekly Market ReviewZH
US Stocks Rally, Shrug Off Treasury Curve Crumble, Macro Data Dump

Ten years after: The uncomfortable new normal

Week in FocusRansquawk
Monday: EZ CPI * Wednesday: BoJ meeting, UK CPI * Thursday: SNB, Norges Bank meetings, EU leaders discuss Brexit * Friday: EZ PMI

Week Ahead: US goldilocks reincarnated?Nordea
Weaker-than-anticipated US core inflation and skyrocketing business confidence sound like a goldilocks cocktail for US assets, but it will not last. Risks are still on the downside in the business cycle and wage growth will continue north.

Weekly Focus: Wanted – more US handsDanske Bank
We look for more stabilisation in the Euro Flash PMI released on Friday * On the trade war front, we wait to see whether the US and China re-enter talks or whether Donald Trump implements of a 25% tariff on another USD200bn of imports from China * Brexit is set to be in focus as EU leaders meet for an informal Summit in Austria on Thursday-Friday * The Fed enters the blackout period ahead of the FOMC meeting on 26 September.

Strategy: Is the US economy running out of labour?Danske Bank
Tight US labour market a rising risk to growth * US-China trade war set to escalate further before deal is reached * Emerging market assets cheaper but still short-term risks

Global Week AheadScotiabank
US aftermath of hurricane Florence, Fed blackout begins

Weekly Market OutlookMoody’s
Middling Ratio of Net Corporate Debt to GDP Disputes Record Ratio of Corporate Debt to GDP

Macro WeeklyABN AMRO
Goldilocks is back would be an overstatement, but: US moving in Goldilocks’ direction * Europe’s growth stabilizing * China’s growth stable, though public investment weakens

Weekly Market CommentMarc Chandler
Near-Term Dollar Outlook

Weekly Macro Comment – Marc Chandler

FX Weekly – Nordea

G10 FX week ahead: Running repairs ING
Risk markets will enter the week on a slightly better footing following rate hikes in Turkey and Russia and hints of optimism over both US trade relations and Brexit. There is still much that could go wrong, but for this week we think risk assets could correct a little further and the dollar weaken. We'll also see central bank meetings in Norway and Switzerland