Market movers ahead
We expect Norges Bank to cut its key policy rate by 25bp at its meeting on Thursday.
We look for a slight rise in the Chinese Caixin Flash PMI manufacturing to 47.5 from 47.1 next week, which is still a very low level and reflects downside risk to Chinese growth.
PMI figures in the US and Europe will be followed closely for any signs of weakness from China and emerging markets.
Key ECB members, Draghi, Praet, Couere and Weidmann are scheduled to speak next week. The market will scrutinise their words for any hints on future ECB policy.
The Greek legislative election on Sunday should attract attention, but to a lesser extent than it did during the summer as Greece is again under a programme.
Global macro and market themes
The Fed on hold for now - but wage pressures are brewing.
We do not expect a hard landing in China.
Support for bonds and EUR short term.
To Read the Entire Report Please Click on the pdf File Below.