Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Dollar & Stocks Jump; Bonds &
Bullion Dump In Lowest Volatility September Ever
U.S. Weekly Fund Flows
Report
– Lipper
Alpha
Money
Market Funds Attract the Largest Net Flows for the Week
Earnings Insight Sep
29
– Factset
This Week in
Earnings 17Q2 | Sep 29 – Lipper
Alpha
S&P 500
Earnings Dashboard | Sep 29 – Lipper
Alpha
Stoxx 600 Earnings
Outlook | Sep 26
– Lipper
Alpha
NEXT WEEK
EcoWeek
–
BNP
Paribas
US treasuries disregard the dots for 2018
* Eastern Europe ahead of the pack
Week Ahead: Catalonia,
US jobs, Nordic numbers – Nordea
The
Catalan referendum will cause headlines on Sunday/Monday. Expect hurricane
traces in the US jobs report. In the Nordics, we expect a further drop in
Norwegian house prices and strong production numbers from Sweden.
Weekly Focus:
Strong economy, low rates – Danske
Bank
Mon:
US ISM * Fri: US jobs
Strategy:
Natural rate key to understand central banks – Danske
Bank
While the Phillips curve theory is important
to understanding monetary policy setting in the short run, the natural rate is
key to understanding monetary policy setting in the long run * The BoE’s Mark Carney
argues that structural factors continue to weigh on the natural rate but that it
is increasing everywhere due to the global recovery * While we still expect
long-term yields to increase as central banks have turned more hawkish, there is
a limit to how high they can move due to the low natural rate.
Global
Week Ahead
– Scotiabank
Canada: So much potential * US: The Fed
sweepstakes * Europe: A high bar to be blown off BoE hike plan * Asia: RBA,
RBI, PMI and CPI * LatAm: Looking through inflation risks
Weekly
Market Outlook
– Moody’s
Less Fear, More Debt
Macro Weekly: Re-accelerating
instead of slowing? –
ABN
AMRO
Eurozone
economic sentiment continues its ascent * US regional business confidence
indices recover * US core PCE decelerates further * China breaks North Korean
coal embargo
Market Outlook – Marc
Chandler
Greenback's
Weekly Technical Condition Suggests Medium-Term Trend has Changed
Macro Comment – Marc Chandler
Changing
Dynamics
FX weekly: October
seasonality is strong
– Nordea
Now
the quarter has ended, we usually see strong seasonal patterns kicking in
during October. These should be supportive of higher EUR/SEK and narrower
EUR/USD XXCY basis in weeks to come. Also Norwegian house prices are not (yet)
a problem for NOK.
The
major US indices traded at new all-time highs (ATH) again this week, led by
surging small cap stocks. SPX is now higher 6 months in a row and 10 of the
past 11 months; that level of momentum has never marked a bull market high. Short-term
optimism has reached an extreme that has resulted in a lower weekly close
within the next 6 weeks every time over the past 5 years.