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World Economy Weekly – BB
Take Five: World markets themes for the
week ahead
– Reuters
Brexit * Draghi’s final at the ECB * US
tech stock earnings * European earnings * Emerging market trouble
Key events in developed markets next week – ING
Whether it’s Mario Draghi’s big farewell
or the ongoing Brexit rollercoaster, the final pre-Fed data out of the US or
Scandi central banks, there’s plenty to look out for in the developed markets
next week
Global Week Ahead – Scotiabank
Europe: Saturday’s vote on the EU-UK
Brexit 4.0 divorce deal, ECB meeting, four other central bank decisions,
top-shelf Eurozone macro data and Switzerland’s general election * US: Corporate
earnings
Week Ahead – Nordea
Re-steepened yield curve potentially a
worrisome sign * Will Trump get to be the Grinch for the Chinese? * ISM a GM
fluke? We think risk/reward favours betting on not
Weekly Focus – Danske
Bank
Euro area: PMI to continue to show
weakness, as the current manufacturing recession drags on into Q4. ECB meeting,
the cacophony from governing council members will receive attention in the
Q&A * US: core capex data to come out slightly weaker, but Markit PMI to
remain largely unchanged. * Sweden: Riksbank to signal a delay of the intended
next rate hike. However, we still expect it will eventually cut rather than
hike rates early next year.
Macro Weekly – ABN
AMRO
Boris Johnson gets his deal * UK
parliament to vote on Saturday * China’s GDP growth slows a little further * Manufacturing
still in trouble
China Weekly – Danske
Bank
A 'phase one' US-China trade deal is on
the cards by mid-November. Trump has shown willingness to compromise and we
raise the probability of a bigger deal ahead of the 2020 election to 50% (from
40% previously). * While trade tensions ease, the US-China fight continues in
other areas. * GDP growth hit a new low in Q3 but forward-looking indicators
point to improvement ahead.
Asia Week Ahead – ING