Previously on MoreLiver’s:
LAST WEEK
Prices
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Summary for Week ending Sep 21st – Calculated Risk
The housing news was mostly positive last week and manufacturing was mostly disappointing.
The Weekender –
beyondbrics / FT
Succinct summation of week’s events – The
Big Picture
(audio) MarketBeat: It’s a QE World. We’re Just
Living In It – MarketBeat
/ WSJ
or the
direct mp3
link
Week in
Review: – DealBook / NYT
(audio) World Weekly with Gideon Rachman – FT (mp3)
The Middle East is in turmoil following the murder of the American ambassador to Libya and assaults on
various US embassies across the Muslim world.
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule for Week of Sep 23rd – Calculated Risk
There are two key housing reports to be released this week: Case-Shiller house price index for July on Tuesday, and August New Home sales on Wednesday. Other key reports include the third estimate of Q2 GDP on Thursday, and August Personal Income and Spending on Friday.
There are two key housing reports to be released this week: Case-Shiller house price index for July on Tuesday, and August New Home sales on Wednesday. Other key reports include the third estimate of Q2 GDP on Thursday, and August Personal Income and Spending on Friday.
The market gets a heavy dose of
consumer-related news next week, a couple of notable earnings reports, possibly
some earnings warnings, and quite possibly (and finally) a Spanish bailout
plan.
S&P 500 Earnings Week Ahead – Reuters
Wall Street
Week Ahead – Reuters
U.S. stocks could struggle to stay close to nearly five-year highs next week as worries mount about third-quarter earnings and the market appears primed for a pullback from recent stimulus-driven gains.
U.S. stocks could struggle to stay close to nearly five-year highs next week as worries mount about third-quarter earnings and the market appears primed for a pullback from recent stimulus-driven gains.
Global Week Ahead – Nordea
(pdf)
Spain will be in focus in the week ahead after an FT article today suggesting
that the planed structural reforms announcement next week has been agreed upon
with the Commission and hence could pave the way for an aid request. On Friday,
four independent auditors release a new report on the Spanish banking sector,
which will give rise to updated recapitalisation need estimates
Weekly Preview: The plot thickens – BNY Mellon
That the Euro-area’s investors are between key
dates on the crisis calendar may also have added to the collective ‘pull back’
this week; but as we move steadily towards the day of reckoning for Greece’s
Euro-area membership and Spain’s own funding dilemmas, the ‘inertia’ is
unlikely to last.
Weekly Focus: Focus returns to Spain – Danske
Bank (pdf)
In Spain the government’s
reform proposal and 2013 budget on Friday could pave the way for a request for
a precautionary credit line. In addition, a new estimate for Spanish banks’ recapitalisation
needs is expected next week…Markets are having second thoughts about the
effectiveness of the recent aggressive policy moves by central banks across the
world as data continue to disappoint and Spain still considers its
options.
Precious Metals Update - Part II – The
Short Side of The Long
Weighing
the Week Ahead – A Dash of Insight
FX Positioning and Technical Outlook – Marc to Market
Spain is reportedly engaged in negotiations to design a structural reform package that could be adopted prior to formally asking for assistance that would in fact meet the Troika's conditionality… with the decline in yields and recent bond auctions that clearly demonstrate that Spain has not be frozen out of the capital markets, and the sense of urgency has slackened…At the end of next week, the three month review of Spain's financial system is expected to be completed
Spain is reportedly engaged in negotiations to design a structural reform package that could be adopted prior to formally asking for assistance that would in fact meet the Troika's conditionality… with the decline in yields and recent bond auctions that clearly demonstrate that Spain has not be frozen out of the capital markets, and the sense of urgency has slackened…At the end of next week, the three month review of Spain's financial system is expected to be completed
The Weekly T Report – TF Market Advisors
Can the market go down while the Fed is engaged in QE? That is the question everyone is asking.
Can the market go down while the Fed is engaged in QE? That is the question everyone is asking.
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly, Week 39 – Danske
Bank (pdf)
Emerging: Week Ahead – beyondbrics / FT
World:
The Week Ahead – FT
Agenda: Socialists open political season ahead
of 2014 EU elections
– euobserver
CALENDARS
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat
REFERENCE
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank