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Saturday, October 19

19th Oct - Weekly Previews #4176


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World Economy WeeklyBB

Take Five: World markets themes for the week aheadReuters
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 AheadScotiabank
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 AheadNordea
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 FocusDanske 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 WeeklyABN 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 WeeklyDanske 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 AheadING
Given the recent wobbles experienced by the Indonesia rupiah, we expect the central bank to stay put next week, but China's central bank might cut its revamped loan prime rate