Global Economy Weekly – BB
Take Five: World markets themes for the
week ahead
– Reuters
Trade tension * Fed vs Wall Street * Q3
earnings * Brexit * Poland, Portugal, polls and populists
Key events in developed markets next week – ING
Next week's data should confirm some
weakness in the US and Canada - and could give us more insight into future rate
cuts from both central banks. Also, there's more Brexit news on the way though
we believe the chances of a deal beeing approved by Parliament are still low
EcoWeek – BNP
PARIBAS
From big growth scare to relief * Key data
send conflicting signals
Global Week Ahead – Scotiabank
US: Fed-watchers will be occupied by the
start of another round of inflation tracking and potentially further Fed policy
guidance ahead of the October 30th FOMC meeting *
Week Ahead – Nordea
Did activity start to fall off a cliff in
late September? * It may be time to add US curve steepeners * Swedish industrial
production could be about to collapse
Weekly Focus – Danske
Bank
We see a 60% chance for an interim trade
deal between China and the US next week. * Fed speakers will provide important
clues about their policy stance ahead of the October meeting amid higher CPI
core inflation. * ECB minutes will reveal the degree of disagreement about the
new easing package and potential future policy responses. * In the UK, the
focus is on the Brexit negotiations between the UK and EU ahead of the 17-18
October EU summit.
Macro Weekly – ABN
AMRO
US ISMs gloomy, PMIs less so * Eurozone
inflation stuck around 1% * Boris Johnson’s election campaign appears to have
started
China Weekly – Danske
Bank
Chinese data suggest the worst is behind
us in Chinese manufacturing. We see 60% probability of an interim deal next
week. Weak US data and impeachment headwinds put pressure on Donald Trump,
which increases the chances he might compromise to get a bigger deal next year.
Asia Week Ahead – ING
In an otherwise light economic calendar,
Malaysia's 2020 budget will be the highlight alongside US-China trade talks
next week in Asia. Trade data from Taiwan and the Philippines will provide a
state of play on the global electronics downturn and if it is nearing its
trough
Weekly Market Comment – Marc
Chandler
China Returns, ECB Record, Fed Minutes and
the Week Ahead