Here is the
ending week in review and the next one previewed. I will update this post as
new stuff comes online.
Earlier on
MoreLiver’s:
LAST WEEK
Prices
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global Macro Monitor
Week in
Review – Global Macro Monitor
US market
portrait 2012 week 35 – Portfolio
Probe
Summary for
Week ending Aug 24th – Calculated Risk
The key sentence of the week was from the FOMC minutes of the last
meeting: “Many members judged that additional monetary accommodation
would likely be warranted fairly soon unless incoming information
pointed to a substantial and sustainable strengthening in the pace of
the economic recovery.”
The
Weekender – beyondbrics / FT
The
Weekender – alphaville
/ FT
Succinct summation of week’s events – The
Big Picture
Week in Review: A Defeat for Schapiro – DealBook
/ NYT
In an effort to curb money market funds, a Plan
B is considered * The New York Fed sold the last of its A.I.G. bailout bonds * Jesse
Eisinger uncovered a TARP move that wouldn't help taxpayers * Andrew Ross
Sorkin said investors in health care were betting on President Obama
Podcast: In the Balance: Biofuels and Food
Prices (26min) – BBC
(mp3)
Are biofuels responsible for rising food
prices? High food prices are again a cause for concern. In the Balance debates
to what extent it's the result of food crops being used to make biofuels. Ruth
Kelly from Oxfam says they must take some of the blame. Clare Wenner of the
Renewable Energy Association in the UK defends them. David
Hallam from the UN's Food and Agriculture Organisation explains the strains
that are showing in the global food situation. And as Europe and North America get back to work, do holidays do
us, or our employers, any good at all? Our resident comedian Colm O'Regan says
that he takes lots of holidays - each one lasting just an hour.
Podcast: MarketBeat Week (26 min) – MarketBeat
/ WSJ
Stocks are trading close to multi-year highs,
but there are still many reasons for caution. The MarketBeat team discusses it
all and more on this week's podcast. (26 minutes)
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule
for Week of Aug 26th – Calculated Risk
The most anticipated events this coming are the speeches by Fed Chairman
Ben Bernanke (Friday) and ECB President Mario Draghi (Saturday) at the
Jackson Hole Economic Symposium . Key economic releases include the Case-Shiller house price index on
Tuesday, the second estimate of Q2 GDP on Wednesday, and July Personal
Income and Spending on Thursday.
Next week's big event is the Federal Reserve's
annual Jackson Hole symposium, which features not only Fed Chairman Ben Bernanke, but ECB
President Mario Draghi as well.
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
S&P to rise after wild ride to Jackson Hole
* The streak is over, but is the trend intact?
Global
Markets Week Ahead – Reuters
Global Week ahead – Nordea
(pdf)
New policy signals are eagerly awaited from
major central banks at the moment, not least from the US Fed and the ECB.
Weighing
the Week Ahead – A Dash of Insight
Since the decision for QE II is linked to Fed Chair Bernanke's 2010
speech to the annual Economic Symposium at Jackson Hole, some expect a
similar outcome this time. There is obvious confusion.
Starting
the Week – RCS
Key Events
In The Coming Week – Goldman Sachs / ZH
Weekly
Preview – BNY Mellon
Weekly Focus: Fragile - handle with
care...please – Danske
Bank (pdf)
At the Jackson Hole Monetary Policy Conference, Ben
Bernanke might reveal more details on the near-term path of monetary policy. Greek Prime minister Antonis Samaras is due to
meet François Hollande on Saturday for further discussions on extending the
Greek rescue package.
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly, week 35 – Danske
Bank (pdf)
Highlights
from Monday’s FTfm – alphaville / FT
Emerging:
Week Ahead – beyondbrics / FT
REGISTRATION REQUIRED
Citi-Global
Macro Strategy – alphaville / FT
Citi-FX Technical Roundup – alphaville
/ FT
Nomura: At last a bazooka? – alphaville
/ FT
CALENDARS
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
REFERENCE
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank