Developed
markets pick up the pace in the week ahead. US retail sales and inflation data
will provide further clues about future Fed policy while in Sweden, investors
will focus on the result of Sunday's general election
EcoWeek – BNP
PARIBAS
Decline
of global manufacturing sentiment slows down
Week in Focus – Ransquawk
Week Ahead – Nordea
The
pressure has intensified on Donald Trump during a week in which the US
outperformance story received some fresh oxygen from a plus 60 ISM reading.
Will the US outperformance story survive another month?
Weekly Focus: Will
Trump step up the trade war? – Danske
Bank
Trump
to possibly announce new tariffs against China * Emerging markets in focus,
Turkey’s central bank expected to hike rates 300 basis points * Euro area wage
growth and inflation outlook
Global Week Ahead – Scotiabank
US
economy is overheating – August consumer price index out on Thursday *
Weekly
FX Sentiment Report – Scotiabank
Weekly Market
Outlook
– Moody’s
There’s
No Place Like Home for U.S. Investors
Macro Weekly: A good
economy but with complications – ABN
AMRO
The
global economy is humming along nicely * US business confidence rises to
highest level since the 1980s * Many uncertainties in the background
Weekly Market
Comment
– Marc
Chandler
Gains
Ahead of the Weekend Lift Dollar's Technical Tone
Weekly Macro
Comment
– Marc
Chandler
From
Synchronized Growth to Renewed Divergence and a Rubicon that will be Crossed
FX Weekly: Who
wants to impeach a +60 ISM president? – Nordea
The
US has never outperformed the rest of the world in this way before outside of
recession times. The political picture is though turning against the USD, as a
democrat house majority could raise impeachment and debt-ceiling stand-off
chances.