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
GE-Dip-Buying-Panic
Sends Dow To 'Most Overbought' In 62 Years, Yield Curve Collapse Continues
U.S. Weekly Fund Flows
Report
– Lipper
Alpha
Funds
Have Strong Week, Take in $15.0 Billion of Net New Money
Earnings Insight Oct
20
– Factset
This Week in
Earnings 17Q3 | Oct 20 – Lipper
Alpha
S&P 500
Earnings Dashboard | Oct 20 – Lipper
Alpha
Stoxx 600 Earnings
Outlook | Oct 17
– Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
Next week, the ECB is expected to extend
QE into 2018 but to scale back monthly purchases * The direction of the change
may be clear but the extent isn’t * The objective of QE has evolved. It is now
a key instrument in providing guidance on the future evolution of policy rates
Week Ahead – Nordea
While
media is full of flashbacks to Black Monday, the US stock markets set new
record-highs almost every day. ECB’s tapering details and Catalonia have the
potential to cause volatility in the week to come, but nothing like 30 years
ago.
Weekly Focus: ECB,
Riskbank, Norges Bank – Danske
Bank
ECB
to announce QE extension of probably nine months * Sweden and Norway to hold
policy unchanged * China’s congress of the communist party continues, new
committee presented on Wednesday * First estimates of Q3 GDP for US and UK
Strategy:
Goldilocks in risk assets? – Danske
Bank
Risk assets are supported by a long list
of favourable factors – not least of all strong profit growth and cautious
central banks * A moderate slowdown in China would cause some headwind for EM assets
– but should not derail global recovery * Bond yields and EUR/USD to stay range-bound
in the short term
Global
Week Ahead
– Scotiabank
US:
Earnings and data could be sideshows * Europe: ECB tapering ahead * Asia: Japan’s
election brings no changes
Weekly
Market Outlook
– Moody’s
So Much Debt, So Little Growth
Macro Weekly:
Politics dominate –
ABN
AMRO
EU
very unsure about independence for Catalonia * Passing of US budget looking
more likely *Who will succeed Janet Yellen? * Xi Jinping delivers a 3.5 hour
address to the 19th CPC National Congress