Market Movers ahead
Will the Fed hike rates in December or wait until next year?The coming week could tell us more about that, with important Fed speeches scheduled and minutes due from the September meeting, at which FOMC members differed on the policy course.
Markets will also look for central bank signals in the Eurozone, following reports that the ECB is considering ways to taper QE.
We believe US retail sales picked up in September after weakening for two consecutive months.
Inflation figures are due out in the Nordic countries, with Swedish data set to disappoint the Riksbank once again.
Global macro and market themes
Upside risk to long-end bund yields on tapering discussion, inflation
Risk of 'hard Brexit' has increased but GBP may stabilise near-term
A Trump win in the US presidential election would be negative for global equities, medium-term negative for USD vs G10
A Trump win might pose upside risk to US yields.
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