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Sunday, December 2

2nd Dec - Weekly Previews


World Economy This Week BB
Powell Positions Federal Reserve for Pause * Global growth taking a step down as leaders gather for G-20

World markets themes for the week aheadReuters
Fed’s Powell testifies, US payrolls * Trump and XI trade talks * Auto sector’s troubles * Brexit * Oil’s plunge

Key events in developed markets next weekING
Next week in developed markets US domestic data should reiterate the fact the economy is still going strong despite some uncertainties. We'll also look at German industrial data to see whether optimism will be further dampened

EcoWeekBNP PARIBAS

Week AheadNordea
A dovish Fed is a welcomed tailwind for risky assets, but potential lack of improvement in the trade talk between China and US is not. Lack of progress could spur new USD strength versus Asian FX. This would not be good news for risky assets.

Weekly Focus Danske Bank
Growth weakness ahead of trade talks

Global Week AheadScotiabank

Macro WeeklyABN AMRO
Uncertainty over future Fed policy persists * US inflation still tame * Eurozone economic sentiment marginally lower in November * China’s PMIs soften further in November

Weekly Market Comment Marc Chandler

FX Weekly – Nordea