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Sunday, October 21

21st Oct - Weekly Previews


Weekly Market ReviewZero Hedge
China's National Team Rescues Global Stocks As Yuan Tumbles, Gold Gains


What Happened This Week in the World EconomyBB
Trade Tense Even Without Manipulator Tag * Officials end their pow-wow in Bali with omens aplenty looming

Take Five: World markets themes for the week aheadReuters

Key events in developed markets next week ING
A third-quarter reading on US GDP and a flurry of central bank policy meetings top the agenda next week. The European Central Bank is not expected to deviate from its plan to unwind quantitative easing by the end of the year and we're not expecting any big moves from the Scandi banks. But Canada will likely raise rates and could signal more to come

EcoWeekBNP PARIBAS
The German finance minister has made a plea for the creation of a pan-European unemployment fund. Being able to borrow from the fund would require having contributed in the past as well as having met certain criteria in terms of economic policy. This form of risk-sharing would soften the impact of downturns and hence would be an important contribution to strengthen the eurozone.

Week AheadNordea
Risk sentiment recovered until Italy hit the fan * Bonds positively correlated with equities – bad news for risk parity strategies * Norges Bank and Riksbank: expectations so muted you almost must expect being surprised

Weekly FocusDanske Bank
Europe: Italian budget turmoil, ECB meeting on Thursday * US: first estimate of Q3 GDP

Global Week Ahead Scotiabank
The ongoing earnings season will combine with the first swing at a Q3 GDP growth estimate as the two dominant influences upon the US markets * Three central banks will issue policy decisions, led by the ECB, but building tensions between Italy and the EU over Italy’s budget proposals could dominate monetary policy and macro data influences upon markets over the coming week.

Weekly Market OutlookMoody’s
Stepped Up Use of Loan Debt May Yet Swell Defaults

Weekly Market CommentMarc Chandler

Weekly Macro CommentMarc Chandler

FX WeeklyNordea
If the Democrats take control of the House, then it carries with it negative implications for the USD, as it boosts the likelihood of a surge in US excess liquidity early next year because of the debt ceiling coming into force on March 1.