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Economy Weekly – BB
Central Bankers Hit Speaking Circuit Amid
Splits: Fed’s Williams, ECB’s Draghi, BOJ’s Kuroda among the speakers
Take Five: World markets themes for the
week ahead
– Reuters
U.S. money market ruckus - one-off or
warning? * Fed’s “insurance” rate cut – no more cuts? * Britain’s supreme court’s
ruling on suspending parliament * PMI data * Australia and New Zealand cutting
rates
Key events in developed markets next week – ING
Several Fed officials are scheduled to
speak over the next week, but we're keen to hear what James Bullard will have
to say. Expect more Brexit-deal chatter, though we think it is unlikely the PM
will get a revised deal with the EU this week. In our opinion, a deal hinges
more heavily on UK parliamentary arithmetic
EcoWeek – BNP
PARIBAS
The Federal Reserve and the ECB are in
very different positions: the former has more room to ease policy and it is
also closer to its policy targets. The ECB
has limited remaining policy leeway but is confronted with an inflation shortfall
versus its aim and a risk that this gap would increase, rather than narrow.
Global Week Ahead – Scotiabank
Europe: PMIs, Brexit, CPI inflation * US:
Fed-speak, PCE inflation, durable goods orders. Senate vote on a continuing
resolution to fund the US government until Nov-21 instead of facing a funding
crunch on Oct-1.
Week Ahead – Nordea
Tailwinds for equities, and headwinds for
bonds – for now * Disastrous Swedish labour market figures add pressure on the
Riksbank to ease * EA PMI likely to remain in easing territory for the ECB
Weekly Focus – Danske
Bank
After two weeks of central bank action,
focus will likely turn to the real economy, where we will start to get PMI data
for September. * If there is no increase in PMIs in the US, this will indicate
that Q3 showed the weakest growth since 2009 * In Europe, it will be
interesting to see if the service sector can continue to support growth despite
the weakness in manufacturing. * A trade deal between the US and Japan could be
signed and there could be news about the US-China trade war, with high-level
talks expected in early October.
Macro Weekly – ABN AMRO
Fed cuts rates, but three FOMC members
dissent. Supplies temporary liquidity to the US money market * Drone attack on
Saudi oil complex has limited price impact * Eurozone banks take up only small
amounts of the new TLTRO III * Some optimism on Brexit and US-China talks
China Weekly – Danske
Bank
Lower-level officials meet in Washington.
Small interim deal a possibility in October but real break-through is hard to
envision at this stage. * CNY strengthens ahead of trade talks where currency
is likely to be on the agenda. * Huawei offers to sell its 5G technology to
Western companies.
Weekly Market
Comment
– Marc
Chandler
Central banks may be data dependent, whatever
that means, but investors aren't