Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Friday Close
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Daily Risk Monitor – Global
Macro Monitor
US: Low Volume Meltup Leaves Russell BTFATHers Euphoric – ZH
Weekly Scoreboard –
Between The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender –
beyondbrics / FT
Succinct summation of week’s events – The
Big Picture
The Week That Was – ZH
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
(pdf)
US debt ceiling talks:
deal to postpone deadline from 17 October? * Eurozone finance minister meeting:
banking union debate and Ireland bail-out exit preparations * China GDP: growth
edging up again * UK BoE focus: unemployment steady, inflation down
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Debt-ceiling battle
may overshadow earnings
Weekly Focus: Early
signs of relief as US politicians start talking – Danske
Bank (pdf)
US: ongoing budget and debt ceiling negotiations. China: Q3 GDP expect
moderate growth acceleration, not yet visible in Chinese inflation expect 2.6%
y/y – below the government’s target. UK: labour market report expect unchanged
Week Ahead – Nordea
(pdf)
US: negotiations, could pave the way for the release of the employment
report. Euro zone: German ZEW index. UK: Unemployment numbers important for
shaping expectations about the BoE. China: Q3 GDP and a number of other
important numbers could set the tone for the Aussie and Kiwi.
Scandi Markets ahead – Danske Bank (pdf)
Drivers in the week ahead – Marc to Market
Scandi Markets ahead – Danske Bank (pdf)
Low for longer in Scandinavia and value in long NOK/SEK
Drivers in the week ahead – Marc to Market
The continued partial
shutdown of the US government and the risk of default remains the overriding consideration
in the global capital markets. There appears to have been limited progress over
the weekend…The market is awaiting the ECB's announcement of the framework for
the asset quality review
Strategy: Stock
market correction may be coming to an end – Danske
Bank (pdf)
Risk correction may be coming to an end on debt ceiling optimism, stronger
earnings and decent data. Bond yields bottoming – too few hikes are priced in
2016 in the US and euro area. EUR/USD peaking. More strong data out of Germany and
Japan
Financial Forecast
Update October 2013 – Nordea
(pdf)
The US shutdown and the
risks related to raising the debt ceiling has had a significant effect on the
markets recently. The longer the shutdown lasts the bigger the impact on the
real economy => later Fed tapering, lower rates, weaker USD and lower
commodity prices. (summary).
Weighing the Week
Ahead – A Dash of Insight
As counter-intuitive as it may seem, the US dollar strengthened for
most of last week, despite the nomination of Janet Yellen as Fed chair
and the continued partial closure of the US Federal government.
Big Picture Look at
Next Week – Marc to Market
Key events in the week
ahead by Goldman Sachs – ZH
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly – Danske
Bank (pdf)
Russia's central bank
Bank Rossii has updated its main description of the bank's FX policy, which has
been characterised as 'managed floating exchange rate' for the past 14 years.
Emerging Market
Preview: The Week Ahead – Marc to Market
Emerging: Week Ahead –
beyondbrics / FT
The Week Ahead – Europarliament
EU Week Ahead: Backstops and Bombs – WSJ
Enlargement in the spotlight this week – euobserver
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet