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Saturday, October 5

5th Oct - Weekly Previews #4173

Global Economy WeeklyBB

Take Five: World markets themes for the week aheadReuters
Trade tension * Fed vs Wall Street * Q3 earnings * Brexit * Poland, Portugal, polls and populists

Key events in developed markets next weekING
Next week's data should confirm some weakness in the US and Canada - and could give us more insight into future rate cuts from both central banks. Also, there's more Brexit news on the way though we believe the chances of a deal beeing approved by Parliament are still low

From big growth scare to relief * Key data send conflicting signals

Global Week AheadScotiabank
US: Fed-watchers will be occupied by the start of another round of inflation tracking and potentially further Fed policy guidance ahead of the October 30th FOMC meeting *

Week AheadNordea
Did activity start to fall off a cliff in late September? * It may be time to add US curve steepeners * Swedish industrial production could be about to collapse

Weekly FocusDanske Bank
We see a 60% chance for an interim trade deal between China and the US next week. * Fed speakers will provide important clues about their policy stance ahead of the October meeting amid higher CPI core inflation. * ECB minutes will reveal the degree of disagreement about the new easing package and potential future policy responses. * In the UK, the focus is on the Brexit negotiations between the UK and EU ahead of the 17-18 October EU summit.

Macro WeeklyABN AMRO
US ISMs gloomy, PMIs less so * Eurozone inflation stuck around 1% * Boris Johnson’s election campaign appears to have started

China WeeklyDanske Bank
Chinese data suggest the worst is behind us in Chinese manufacturing. We see 60% probability of an interim deal next week. Weak US data and impeachment headwinds put pressure on Donald Trump, which increases the chances he might compromise to get a bigger deal next year.

Asia Week AheadING
In an otherwise light economic calendar, Malaysia's 2020 budget will be the highlight alongside US-China trade talks next week in Asia. Trade data from Taiwan and the Philippines will provide a state of play on the global electronics downturn and if it is nearing its trough

Weekly Market CommentMarc Chandler
China Returns, ECB Record, Fed Minutes and the Week Ahead