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Sunday, November 4

4th Nov - Weekly Previews


Weekly Market Review – Zero Hedge
Stocks Soar On Biggest Weekly Short-Squeeze Since Election, Bonds Bloodbath

World Economy This Week – BB
A Synchronized Slowdown Is Looming

Take Five: World markets themes for the week ahead – Reuters

EcoWeek – BNP PARIBAS

Week Ahead – Nordea
Usually equities rebound after the midterm elections, but there are reasons to expect the rebound to be smaller than usual. A hung Congress means less prospects of further Trump stimuli. This is bad news for the USD and the cyclical momentum.

Weekly Focus: Global slowdown – Danske Bank
US mid-term elections: a lot of attention but economic policy changes unlikely * Fed’s meeting to keep policy and forward guidance unchanged * In Europe, politics in Italy and Germany

Global Week Ahead – Scotiabank
Tuesday’s midterm elections and Fed’s policy meeting * Italy has until the following week to answer EU Commission questions on budget violations

Weekly Market Outlook – Moody’s
Net Stock Buybacks and Net Borrowing Have Yet to Alarm

Macro Weekly – ABN AMRO
Trump’s terrific trade deal - a US-China trade deal would be helpful * European economy feeling the drag of cars, temporarily we hope * Mixed Asia data bears close attention

Weekly Market Comment – Marc Chandler
Uneven Dollar Correction May Continue

Weekly Macro Comment – Marc Chandler

FX Weekly – Nordea

G10 FX week ahead – ING
Tuesday’s US mid-term elections are going to set the dollar trend for the remainder of the year. Pollsters confidently predict the Democrats taking the House – probably a small dollar negative. But pollsters have been wrong before!