Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Event-Driven

<ul><li>The Fed doves can coo all they want, but the trend is 221,000 on NFPs</li><li>This is trend over past three months, with jobless down to 5.1% (best in 7 years)</li><li>With 10 days to go, the Fed will move if the markets can stay above 1,800 </li><li>It needs to keep above that until September 16 (-6% move from Fri&rsquo;s 1,921 close)</li><li>Should be an action-packed week with China back in and central bank meetings</li><li>Meetings happening in New Zealand, Canada, Russia, Malaysia, UK, South Korea</li></ul>

The Fed doves can coo all they want, but the trend is 221,000 on NFPsThis is trend over past three months, with jobless down to 5.1% (best in 7 years)With 10 days to go, the Fed will move if the markets can stay above 1,800 It needs to keep above that until September 16 (-6% move from Fri&rsquo;s 1,921 close)Should be an action-packed week with China back in and central bank meetingsMeetings happening in New Zealand, Canada, Russia, Malaysia, UK, South Korea

The Macro Take: Ten days to Fed lift off but the market must hold

iShares MSCI World ETF

The Macro Take: Ten days to Fed lift off but the market must hold