Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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EcoWeek – BNP
Paribas
Week Ahead: ECB
navigating nervous markets – Nordea
Next
week’s most interesting event will be the ECB meeting on Thursday. As the end
of the QE era gets closer, it will be interesting to see if the ECB will
provide further gradual adjustments of its guidance ahead of an autumn tapering
announcement.
Global
Week Ahead
– Scotiabank
Weekly Market
Outlook
– Moody’s
Speculative
Positioning –
Marc
Chandler
Yen
Bears Press while Canadian Bulls Charge
FX Outlook – Marc
Chandler
Poor
Data Close Another Window of Opportunity for a Dollar Recovery
Macro Comment – Marc
Chandler
Focus
Shifts from Fed to ECB
FX weekly: Flip-flop? – Nordea
The
hawkish shift story has become less convincing, following a flip-flopping Fed.
We advise against extrapolating BoC on the Riksbank, and besides, hasn’t the
CAD gone too far? NOK might be a better bet.