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Saturday, September 1

1st Sep - Weekender: Weekly Support

The ending week in review – and next one previewed. The missing links will be updated as soon they are published.

Previously on MoreLiver’s:
31.8. Best of August most read pieces + all my ’views’

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Weekly Scoreboard – Between The Hedges
Weekly Eurozone Watch – Global Macro Monitor
Week in Review – Global Macro Monitor
US market portrait 2012 week 36 – Portfolio Probe

Summary for Week ending Aug 31Calculated Risk
The key event of the week was Fed Chairman Ben Bernanke’s speech on Friday at the Jackson Hole Economic Symposium…The economic data was still weak, but a little better than expected - since expectations are so low…Even the “better” news was pretty weak – definitely not “substantial and sustainable strengthening in the pace of the economic recovery”. Next week the focus will be on the August employment report and the European ECB meeting.

The Weekenderbeyondbrics / FT

Succinct summation of week’s events – The Big Picture

Week in Review: Tracking the Deal Makers Outside of TampaDealBook / NYT

Podcast: In the Balance – BBC (mp3)

Podcast: MarketBeat Week (25 min) – MarketBeat / WSJ
The pros, cons, and unintended consequences of Federal Reserve Chairman Ben Bernanke‘s Jackson Hole speech, and the strong indication that another easing program, the much anticipated QE3, is coming soon. The crew debated whether QE3 would be good for the economy (probably not), the markets (um, probably not), or have an effect on the Presidential election (maybe, but, um, probably not).

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week of Sep 2Calculated Risk
The key report for this week will be the August employment report to be released on Friday, Sept 7th. Other key reports include the ISM manufacturing index on Tuesday, vehicle sales also on Tuesday, and the ISM non-manufacturing (service) index on Thursday…On Thursday the ECB meeting

Next Week’s Tape: A Big Jobs Report, and ECB Meeting  MarketBeat / WSJ
There are two big headline events next week: Friday's monthly payroll report, and the ECB's governing council meeting on Thursday.

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
Marking the end of the summer doldrums, Wall Street is likely to kick off September with heavy trading volume while it hopes that the European Central Bank will hint at further stimulus measures to boost the global economy.

Global Week AheadNordea (pdf)
Global Week Ahead (with Sweden)Nordea (pdf)

Weighing the Week AheadA Dash of Insight

Starting the Week – RCS

Key Events In The Coming Week – Goldman Sachs / ZH

Weekly Preview – BNY Mellon

Weekly Focus: Waiting for Draghi's big planDanske Bank (pdf)

Market Analysis: – The Short Side of the Long

FX Positioning and Technical OutlookMarc to Market
The week ahead kicks off what we expect to be a period of intense event risk. The combination of positioning, judging from the futures market and anecdotal reports, and the low implied volatility in currencies and equity markets warn of heightened risk in the period ahead.

The Weekly T ReportTF Market Advisors
PIIGS Bonds, HY Bonds, Bank Bonds, and Recoupling

Weekly Credit UpdateDanske Bank (pdf)
Secondary markets in wait-and-see mode while we wait for the ECB, Increasing primary market activity

EMEA Weekly: Week 36Danske Bank (pdf)

Commodities Forecast UpdateDanske Bank (pdf)
On track for a decent H2 - but still waiting for China

Highlights from Monday’s FTfmalphaville / FT

Emerging: Week Aheadbeyondbrics / FT

European Agenda: ECB showdown on bond-buying planeuobserver
A keenly-awaited meeting of the European Central Bank board on Thursday will have to reconcile the details of a bond-buying plan aimed at helping Spain and Italy with the fundamental opposition to the scheme within Germany's Bundesbank.

SELL-SIDE RESEARCH (registration required)

Richard Koo's latestLong Room / FT
Is Greek exit from eurozone really necessary?

HSBC Currency weeklyLongRoom / FT
RORO – back with a vengeance

Economic Calendar –
Monthly Economic Calendar –
Economic Calendar – BB
EU calendar –


Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank

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