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
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
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
(pdf)
Politics: US budget
crisis, German coalition talks * Fed minutes: housing market wobbles and fiscal
fears led to no-taper decision? * Bank of England meeting: no action as economy roars * Trade
and manufacturing data for August: economies recovering
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead
– Reuters
Stocks to see more volatility from shutdown
Weekly Focus: Political uncertainty to weigh in
the short run – Danske
Bank (pdf)
US: focus will remain on negotiations about a
temporary funding bill and raising the debt ceiling. With no near term solution
in sight, the government shut-down could also postpone key data releases next
week. Minutes from the last Fed meeting will give important insight into its
surprising decision to delay tapering. Euro
area: we expect industrial production data to have improved in August, suggesting
that the softness evident in July was temporary. UK: Bank of England will be on hold for now with signs of an
accelerating recovery but plenty of room before the unemployment threshold will
be reached.
Week Ahead 5 – 11 October – Nordea
US: While the FOMC minutes will be in focus markets could start paying even
more attention to the government shutdown and its implications for successfully
handling the debt ceiling. Euro zone:
Industrial production numbers are out from Euro zone countries next week and
markets will likely pay close attention to Draghi´s speeches as well. UK: BoE is widely expected to keep the Bank rate
and QE program unchanged at next week´s meeting. China: FX reserves and credit data will be out from China next week. Markets have been closed most part
of this week, and as such a delayed reaction of the US government shutdown could come on Monday.
Strategy: Look for further correction in equity
markets – Danske
Bank (pdf)
Political uncertainty
is already priced in? We think not and still see a risk of further correction
in coming weeks…In some ways this is a sweet spot for the stock market because
leading indicators are giving optimism for equities. But actual growth and
employment are still weak, keeping the Fed sidelined leaving the punch bowl for
longer
Scandi markets ahead – Danske
Bank (pdf)
Inflation data in
focus and attractive levels for being long DGBs and NGBs
Big Picture Look at
Next Week – Marc
to Market
FX Outlook: USD
is Looking A Bit Better – Marc to Market
Weekly Credit Update – Danske
Bank (pdf)
The credit market has
taken the political uncertainty with relative ease so far.
Emerging: Week Ahead –
beyondbrics / FT
EU Agenda: Intensely
lobbied tobacco law to be voted – euobserver
EU The Week Ahead
7-13 October – The European
Parliament
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet