18th Sep - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s roundup-post is here.

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  LAST WEEK

Weekly Scoreboard – Between The Hedges

Succinct summation of week’s events – The Big Picture

Weekly Market Review – ZH

VIXtermination Trumps Deutsche Damage, Dismal Data; But Stocks End Week Weak

  NEXT WEEK

US Schedule for Week – Bill McBride

Economic Calendar – Berenberg

5 Things to Watch in US Economics Calendar – WSJ

Global Week Ahead – BB

Fed, Clinton-Trump Debate Prep * BOJ sets rates; housing tops U.S. data; Mylan CEO testifies * Leaders gather for UN; Draghi, Carney and Poloz will speak

EU Week Ahead – WSJ

Trade, Roaming, Google

Wall St Week Ahead – Reuters

Fed meeting grabs spotlight amid volatility comeback

Weighing the Week Ahead – Jeff Miller

The calendar has very little important data. The highlight is the FOMC announcement and press conference on Wednesday. Even though the Fed is not expected to change course, bonds have gotten much weaker, sending the ten-year note yield higher. This effect is gaining notice. Should we expect a further bond selloff?

EcoWeek – BNP Paribas

EU: Jean-Claude Juncker wants to keep institutions in flux. Donald Tusk calls for the heads of State to better coordinate their actions. US: FOMC members more or less agree on the economic diagnosis and the need for prudence. Yet they are still divided over what prudence means and what form it should take: gradually raise rates or maintain the status quo?

Week Ahead: Fed on hold; BoJ to ease? – Nordea

Market developments over the past week were yet another reminder that central banks remain the main guiding light for financial markets. Thus, volatility returned to the market as an interest rate hike by the Fed as early as next week was taken into consideration, then dismissed, then considered again. The coming week could provide some intense market action with policy decisions from both the Fed and the Bank of Japan (see our expectations below).

Weekly Focus: Soft data will keep Fed on hold – Danske Bank

Wednesday: Federal Reserve and Bank of Japan meet. Friday: September manufacturing purchasing manager indices

Strategy: Autumn blues – Danske Bank

Risk markets face new headwind from loss of momentum in business cycle * Fed on hold this year as economy slows again * Bond yields to stay very low * EUR/USD range to continue

UK Week Ahead – Handelsbanken

Week Ahead – Handelsbanken

Global Week Ahead – Scotiabank

US: a dovish surprise from the Fed? Asia: high expectations for further BoJ action * Europe: still not looking at the right Brexit evidence * Latam: political risk still dominates

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Rate Hikes Will Be the Least of Market Worries

Macro Weekly: Time for a hike? – ABN AMRO

A Fed interest rate hike does not look likely next week.     We expect a hike in December, though the case for higher interest rates in general is far from convincing. Meanwhile, the BoJ is likely to announce a monetary easing package. The combination of a Fed on hold and BoJ stimulus could start to reverse bond market worries of an exit from easy monetary policy

Speculative Positioning – Marc Chandler

Speculators Remain Mostly Unswayed by the News

Macro Comment – Marc Chandler

Punctuated Equilibrium and the Forces of Movement

FX 4 Next Week– TF

Fireworks are inevitable next week and traders should tread with caution as the Bank of Japan and FOMC meetings on September 21 will drive trading themes across all markets.