Take Five: World
markets themes for the week ahead – Reuters
EcoWeek – BNP
PARIBAS
What
explains the increase in equity market volatility?
Week Ahead: No
discount for optimists – Nordea
Cyclical
equities continue to sell off, while the 10yr treasury yield is floored due to
a hawkish Fed. No discount factor aid for equities in sight. In the Euro area,
weak inflation, scrawny PMIs and Italian budget woes didn’t shake Draghi’s
course.
Europe:
Italian budget fight, October inflation * US: payrolls
Global Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Financial
Liquidity Withstands Equity Volatility for Now
Weekly Market
Summary
– The
Fat Pitch
US
equities are down 10% from their all-time highs just 5 weeks ago. The trend in
equities has turned bearish, and that is not something that should be taken
lightly. The evidence pointing to a major top being formed has further
increased. But the set up for higher prices, at least before a significantly
lower low, appears to be very strong. This is not a certainty, but it is a high
probability.
Weekly Market
Comment
– Marc
Chandler
Has
a USD Correction Begun?
Weekly Macro
Comment
– Marc
Chandler
Thumbnail
Sketch of Six Things to Monitor This Week
FX Weekly – Nordea
Next
week, three different flow-factors suggest a solid USD-performance. Allow us to
present HIA, SOMA and REBA-days. On the contrary China is exporting
disinflationary impulses, which could prove to be an issue for the USD down the
road.
G10 FX week ahead:
Looking pretty bleak –
ING
The
US economy looks to be hitting new heights, while Europe remains once again
plagued by politics. Throw into the mix the strongest US wage growth figures
since the global financial crisis - and it's hard to see the US dollar not
remaining bid in the near-term. The only thing to caution is that much of this
story is already priced into global FX markets.