Market movers ahead
Central banks in Japan and Europe have stolen the headlines with signals of rate cuts - the US still looks set to move in the opposite direction, but much will depend on the coming week's job and wage figures.
The Bank of England has moved away from rate hikes and is unlikely to make any changes at its meeting on Thursday.
PMI/ISM figures for the US, China and parts of Europe will hopefully indicate some stabilisation after the recent setbacks for manufacturing.
Foreign exchange reserve figures may give some indication of whether Denmark will follow any ECB rate cut with its own.
Global macro and market themes
The Fed keeps the hiking cycle alive and fails to turn risk sentiment.
The Bank of Japan introduces negative rates and signals more to come.
Oil finding a bottom but not a risk-positive one.
Risk rally to prove short-lived - the ECB and the Fed are priced too dovishly.
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