Google Analytics

Sunday, September 8

8th Sep - Weekly Previews #4164


I'm on Twitter.


World Economy Week Ahead – BB
‘Super Mario’ Draghi Set to Ride Again * Inflation data released in U.S. as Fed officials stop talking

Take Five: Market themes for the week ahead – Reuters
Go big, ECB, or go home * A bat in Europe * Brexit * China * US retail

Key events in developed markets next week – ING
All eyes on the ECB next week, where investors will see how dovish the ECB can really be. Throw in some new developments in the race against no-deal Brexit and some fresh US data and we have a very interesting week ahead

EcoWeek – BNP PARIBAS
Elevated uncertainty slows growth despite lower rates

Global Week Ahead – Scotiabank
Europe: ECB meeting * US: August CPI and retail sales

Week Ahead – Nordea
Everything is solved it seems, but nothing has actually been solved * The Riksbank is now officially procyclical * Don’t get too confused by the ECB hawks on parade

Weekly Focus – Danske Bank
Euro area: ECB meeting, unveiling of the long-awaited stimulus * UK: Brexit and the timing of a potential snap election * China: credit and money growth data * US: Fed's blackout period starts, CPI core figures for August

Macro Weekly – ABN AMRO
Global manufacturing business confidence improves a touch but world trade remains under pressure. Hard to see where material improvement will come from

China Weekly – Danske Bank
US-China trade talks are set to resume in Washington in October. While we do not see scope for a big breakthrough, it may put escalation fears in the background for now. The situation is still very fluid, though. * Xi Jinping mentioned the word 'struggle' 60 times in a speech this week. *  China signals more stimulus is coming in order to keep growth within the 6.0‑6.5% growth range. PMI data still signal weakness but no hard landing. * USD/CNY is close to 7.20 but should take a break here as the People's Bank of China signals it has gone far enough and trade war fears are abating for now. * Hong Kong has withdrawn the extradition bill but it is still unclear whether this will stop the crisis.

Weekly Market Comment – Marc Chandler
Gaming the ECB and Putting the Cart Before Horse in the Brexit Drama

Key events in EMEA and Latam next week – ING
Central banks of Turkey, Poland and Serbia meet next week. Rates are likely to remain on hold, though we could see some interesting macro-prudential developments in Poland regarding mortgage loans. Also expect inflation to tick up in Serbia, Hungary and the Czech Republic