Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Weekly Scoreboard –
Between The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender – alphaville /
FT
The Weekender –
beyondbrics / FT
Succinct summation of the week – The
Big Picture
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
(pdf)
Delayed US data: resilient September jobs data * UK Q3
GDP: strong consumer-led growth * Eurozone PMIs and Ifo index: moderate
recovery continues into Q4 * EU Summit: banking union compromise
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Key Earnings Reports Next Week – Bespoke
Wall Street Week Ahead
– Reuters
A U.S. data clog will begin to clear next week and payrolls figures will land just as more than one-quarter of S&P 500 companies report earnings. But equities, at record highs, have already surpassed expectations for the year and could begin to drift sideways.
A U.S. data clog will begin to clear next week and payrolls figures will land just as more than one-quarter of S&P 500 companies report earnings. But equities, at record highs, have already surpassed expectations for the year and could begin to drift sideways.
Weekly Focus: US
recovery loses momentum short term – Danske
Bank (pdf)
With the end of the
government shutdown in the US the calendar will return to normal. The
September employment report will be released next week. The data should be
undistorted and we expect a decent report. In the euro area a number of
important soft data are due for release with PMIs as the most interesting – we
expect further signs of a brighter economic outlook. We have revised our
forecast for Q3 GDP growth in the UK upwards to 0.7% q/q. Minutes from Bank of
England’s October meeting are due for release. Chinese flash HSCB manufacturing
PMI is expected to have improved slightly. Japan’s CPI figure might emphasise that it will be
very difficult for Bank of Japan to reach its 2% inflation target. In the Scandi
sphere focus will be on monetary policy decisions in Sweden and Norway. We expect both central banks to keep their
interest rates unchanged
Week Ahead – Nordea
(pdf)
US: The employment report is set to be released on
Tuesday. Markets will pay attention to the data to assess the momentum in the US economy prior to the shutdown. Euro zone: PMIs and IFO will be out
from the Euro zone next week but this time the numbers could be more volatile
than previous months. UK: We expect little new information to come from
the BoE minutes but see upside risks to the Q3 growth numbers. China: HSBC/Markit flash PMI will set the tone for
AUD and NZD on Thursday and we expect the number to rise modestly and stay
above the 50 mark.
Once again US
politicians struck a last-minute deal and once again fears were running high as
the deadline got nearer. However, markets kept their cool and were buying the rumour
of a deal more than trading on fear of a breach of the deadline. So where do we
go from here?
FX Outlook: Dollar breaks down – Marc to Market
The re-opening of the US government after a 16-day shutdown sparked a sell-off in the US dollar that has deteriorated the near-term technical outlook. The combination of setting the stage for a repeat of the brinkmanship in early 2014 and the recognition that the Fed's long-term asset purchases are unlikely to be slowed this year, provides the fundamental backdrop.
Key events in the week ahead by Goldman Sachs – ZH
The re-opening of the US government after a 16-day shutdown sparked a sell-off in the US dollar that has deteriorated the near-term technical outlook. The combination of setting the stage for a repeat of the brinkmanship in early 2014 and the recognition that the Fed's long-term asset purchases are unlikely to be slowed this year, provides the fundamental backdrop.
Key events in the week ahead by Goldman Sachs – ZH
Weekly Credit Update – Danske
Bank (pdf)
CDS indices grind
tighter as US reaches deal on debt ceiling
EM Bond Snapshot: benefit from Fed delay – Danske Bank
EM Preview of the Week Ahead – Marc to Market
EM Preview of the Week Ahead – Marc to Market
EM Week Ahead – beyondbrics / FT
The Week Ahead –
Europarliament
EU Week Ahead – WSJ
EU Week – euobserver
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet