Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Low-volume melt-up fails to stall small caps worst streak in over 2 years
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Next Week’s Agenda – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Want to get back into stocks? Check junk spreads first
Sluggish
Eurozone Industrial Production
EU Week
Ahead: Commissioners and Foreign Fighters – WSJ
What
Matters for Global Markets in the Week Ahead – WSJ
Weekly Market Outlook – Moody’s
Weekly Focus: FOMC minutes – Danske
Bank
The release of minutes from the 16-17 September FOMC meeting will cast
more light
on the decision to keep its ‘considerable time’ forward guidance * Both
PMI and IFO declined in August and we expect German industrial production to decline
by -0.4% m/m * We expect the Bank of England to keep both its interest rates
and its asset purchase target unchanged * The statement from next week’s Bank
of Japan meeting will probably downgrade the view on the economy slightly but
it will maintain that the economy continues to recover as a trend
EM assets take a dive * Softer US data will add to fragile picture of the
global economy * QE from ECB not on table short-term but still in play in 2015
* Downward pressure on bond yields from weaker growth and lots of liquidity * Bond
yield conundrum revisited * EUR/USD heading lower still
Macro Watch: Nonfarm payrolls, ECB take centre
stage – TradingFloor
The ECB
meeting of the governing council and the strong US employment report topped the charts
in an action-packed week.
Week Ahead – Nordea
In US, the Septembers FOMC minutes will among others probably explain the
slightly earlier expected rate hike. Few data are on the agenda in the post-ECB
week. We expect the BoE to maintain the rate and the size of the Asset Purchase
Programme at the October MPC meeting. In Japan, no
expansion of the asset purchase program is expected from BoJ. Rumour suggests
the BoJ to make the time frame of the inflation target more flexible. Last, a
status on the Brazilian president election.
Scandi markets ahead – Danske Bank
Viikkokatsaus:
Hiljainen viikko (haukotus) – Nordea
Tulevaa: Fed: Kokouspöytäkirjat * Suomi: Teollisuuden suunta
ei muutu * BoE: Ei uutta Mennyttä: Yhdysvallat: Työmarkkinat paransivat * EKP
ei kertonut tarpeeksi uutta * Euroalue: Inflaatio hidastui lisää * Suomi: Velka
nousi Q2:lla
STOCKS
Weekly Market Summary – The Fat
Pitch
If the pattern of the past two years is still driving the market's
playbook, then a re-test of recent highs is on the way. Enough extremes in
shorter term measures of market stress have been reached in the past two weeks
to mark a washout.
CREDIT
Weekly Credit Update – Danske
Bank
Subdued sentiment continues across markets * iTraxx
indices to roll on Monday 6 October
Euro rates update – Nordea
FOREX
FX Outlook – Marc to
Market
The US dollar had another good week, rising against all the major
currencies.
The Week ahead in FX – TradingFloor
EMERGING
EM FX Monocle: Generally
weaker – Nordea
EM FX continues to suffer. Just
in September, the BRL weakened 10% vs the USD, the ZAR, the RUB and the TRY
more than 4%.
Emerging
Markets: Week Ahead Preview – Marc
to Market
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet