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Sunday, September 2

2nd Sep - Weekly Previews

Fed: Avoiding the risks of stargazing

Week Ahead: Hello complacencyNordea
While easing trade tensions speak in favour of a more benign economic momentum, we warn against the recent move towards severe risk-on positioning in various asset classes. The market is now short gold, Treasuries and VIX at the same time.

Weekly FocusDanske Bank

StrategyDanske Bank
Italy trading out of line compared with peers according to rating * NAFTA revamp close to being concluded * EM continues to struggle * No frontrunner to replace Draghi

Macro WeeklyABN AMRO

Weekly Market CommentMarc Chandler
Dollar and Yen Strong Finish Warn of Next Week's Anxieties

Weekly Macro CommentMarc Chandler
Trade Trumps US Jobs and Rising Stress in Spain and Italy is More Important than the PMI

FX WeeklyNordea
Anticipations of a dovish Riksbank, an election risk premium in SEK and a hidden negative liquidity driver in NOK, have all lead EUR/SEK and EUR/NOK higher in recent weeks. Is it time to re-enter long Scandi positions ahead of a big week in Sweden?

G10 FX week aheadING
Despite the IMF probably agreeing to Argentina's request to front-load aid, we think it's going to be another tough week for emerging markets. On Thursday, President Trump could well push the button on the next round of Chinese tariffs, keeping $/EM bid. Strong US payrolls and Italian budgetary concerns should also keep the dollar in demand