Stocks Slump As Post-Election Surge Ends With Post-Powell Purge
Take Five: World
markets themes for the week ahead – Reuters
EcoWeek – BNP
PARIBAS
Eurozone
sentiment indicators continue their softening trend and the flash estimate
points towards weak third quarter GDP growth * Yet drivers of final demand
continue to point towards ongoing good growth in the upcoming quarters * Data
in the coming weeks as well as developments concerning Brexit and US trade
policy will be key to confirm or tune down this assessment
Week Ahead: Marching
towards Rubicon
– Nordea
Macro
hedge funds caught off guard by march higher in global equities * Dollar, ULCs
suggest downside risks to US core inflation * Swedish politics heating up –
could Sweden get a new government?
Weekly Focus – Danske
Bank
US:
inflation and retail sales * Euro area: Q3 GDP, Italy to send revised budget to
EU by Tuesday * China: money, credit, industrial production, retail sales data
Global Week Ahead – Scotiabank
US:
The effects of tariffs on the average consumer’s pocketbook will be the coming
week’s main point of emphasis at least in terms of the macro calendar * Europe:
Italy’s budget and Brexit headlines
Weekly Market
Outlook
– Moody’s
Gridlock
Stills Fiscal Policy and Elevates Fed Policy
Macro Weekly – ABN
AMRO
US
midterm election results positive for economy and financial markets * Asian
trade picks up, Germany still in the doldrums * Steady Fed set for December
hike
Weekly Market
Comment –
Marc
Chandler
Is
the Australian Dollar Signaling a Resumption of the US Dollar's Advance?
Weekly
Macro Comment – Marc Chandler
FX Weekly – Nordea
Another
SOMA-day is on the cards on Thursday, why we could be ripe for another test of
the 1.13 level in EUR/USD. The 2019 debt ceiling issue is though still a
3-6-month USD-worry, especially now that the Democrats have taken control of
the House.
G10 FX week ahead – ING
The
dollar heads into next week's data releases on a high. While US retail sales
and inflation should back the narrative of further Fed hikes, German GDP could
actually show a QoQ contraction. And if Italy refuses to moderate its budget in
response to criticism from Brussels, EUR/USD could break to new lows for the
year