Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Investors
"Most Euphoric" In 23 Years Despite Korea, Crap Data, Crude Crash,
& Coming Storms
Funds
Experience Overall Net Outflows
NEXT WEEK
US: puzzle of better growth with lower
inflation * Eurozone: bank lending remains favorable
We
expect higher inflation prints not only from the US, but also out of Sweden and
Norway. Catalonia will continue to grab headlines, but the headwind for the
euro will probably stay limited.
US
CPI, FOMC speeches and minutes
The world economy is growing solidly
thanks to rising business and consumer confidence * Economic momentum should
continue in 2018, although policy tightening would moderate growth
in some countries * Inflation pressures to
remain relatively muted, allowing a gradual central bank normalization * The
scenario is bullish for global equities and moderately bearish for bonds * An
upside inflation scare in advanced economies, a more pronounced slowdown in
China and trade wars could trigger a significant sell-off next year * A Chinese
debt meltdown or a North Korea war remain the low probability-high impact
events of 2018
US
Friday 13th * Eurozone ECB exit hints
Rate
Spike Would Tame the Bulls
September
business confidence indices show an explosion of optimism around the globe * Hard
data is following suit * Biggest risk is volatility on financial markets * Chances
of the upturn extending into 2018 are on the rise
If
the Market has Discounted Dec Fed Rate Hike, Will the Focus Shift to Back to
ECB?
FX
weekly: – Nordea