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World Economy Week Ahead – BB
‘Super Mario’ Draghi Set to Ride Again * Inflation
data released in U.S. as Fed officials stop talking
Take Five: Market themes for the week
ahead
– Reuters
Go big, ECB, or go home * A bat in Europe
* Brexit * China * US retail
Key events in developed markets next week – ING
All eyes on the ECB next week, where
investors will see how dovish the ECB can really be. Throw in some new
developments in the race against no-deal Brexit and some fresh US data and we
have a very interesting week ahead
EcoWeek – BNP
PARIBAS
Elevated uncertainty slows growth despite
lower rates
Global Week Ahead – Scotiabank
Europe: ECB meeting * US: August CPI and
retail sales
Week Ahead – Nordea
Everything is solved it seems, but nothing
has actually been solved * The Riksbank is now officially procyclical * Don’t
get too confused by the ECB hawks on parade
Weekly Focus – Danske
Bank
Euro area: ECB meeting, unveiling of the
long-awaited stimulus * UK: Brexit and the timing of a potential snap election
* China: credit and money growth data * US: Fed's blackout period starts, CPI
core figures for August
Macro Weekly – ABN AMRO
Global manufacturing business confidence
improves a touch but world trade remains under pressure. Hard to see where
material improvement will come from
China Weekly – Danske
Bank
US-China trade talks are set to resume in
Washington in October. While we do not see scope for a big breakthrough, it may
put escalation fears in the background for now. The situation is still very
fluid, though. * Xi Jinping mentioned the word 'struggle' 60 times in a speech
this week. * China signals more stimulus
is coming in order to keep growth within the 6.0‑6.5% growth range. PMI data
still signal weakness but no hard landing. * USD/CNY is close to 7.20 but
should take a break here as the People's Bank of China signals it has gone far
enough and trade war fears are abating for now. * Hong Kong has withdrawn the
extradition bill but it is still unclear whether this will stop the crisis.
Weekly Market Comment – Marc
Chandler
Gaming the ECB and Putting the Cart Before
Horse in the Brexit Drama
Key events in EMEA and Latam next week – ING
Central banks of Turkey, Poland and Serbia
meet next week. Rates are likely to remain on hold, though we could see some
interesting macro-prudential developments in Poland regarding mortgage loans.
Also expect inflation to tick up in Serbia, Hungary and the Czech Republic