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Saturday, September 29

29th Sep - Weekender: Weekly Support

Here are the links to review the last week – and more importantly, what’s ahead next week. Stay tuned for the usual weekend linkfest madness.

Previously on MoreLiver’s

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Weekly Scoreboard – Between The Hedges
Weekly Eurozone Watch – Global Macro Monitor
Week in Review – Global Macro Monitor
US Market portrait week 40 – Portfolio Probe

Summary for Week ending Sep 28Calculated Risk
The economic data was mostly weak last week. Q2 GDP growth was revised down to 1.3% annualized (from an already anemic 1.7%), durable goods orders declined sharply (although mostly due to the volatile transportation sector), personal income barely increased in August, and the September Chicago PMI declined to the lowest level in 3 years. There were a few positives: Even though new home sales were slightly below expectations, sales are still up solidly from last year. House prices, according to Case-Shiller, are now up 1.2% year-over-year.

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

MarketBeat Podcast: Is the QE3 Rally Over?MarketBeat / WSJ
In this week's edition of the MarketBeat Week podcast, host Stephen Grocer, Paul Vigna and Steven Russolillo debate where markets are headed as the third quarter comes to an end.

Week in Review DealBook / NYT
A Big Settlement, Flexible Ethics and Special Section on the Law

Politics this weekThe Economist

Business this week The Economist

Schedule for Week of Sep 30Calculated Risk 
The key report for this week will be the September employment report to be released on Friday, Oct 5th. Other key reports include the ISM manufacturing index on Monday, vehicle sales also on Tuesday, and the ISM non-manufacturing (service) index on Wednesday. On Monday, Fed Chairman Ben Bernanke will speak on monetary policy, and on Thursday, October 4th, there is a Governing Council meeting of the European Central Bank with a press conference to follow. 

Next Week’s Tape: Get Ready for Another Middling Jobs ReportMarketBeat / WSJ
Next week's biggest economic event is the key monthly payrolls report; given it's one of only two jobs reports ahead of the November elections, it's likely to get even more scrutiny than usual.

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
Wall Street will open October with a busy week, highlighted by low expectations for global manufacturing data and the U.S. jobs report, but that could set the stage for positive surprises that help lift the market.

(video) Europe Week AheadReuters

(video) Asia Week Ahead Reuters
China leadership, Indonesia data in focus

(video) US Week AheadReuters
Get ready for Obama vs. Romney, more Fed and the jobs report

Global Week Ahead: More of the sameNordea (pdf)
Global Week Ahead (with Sweden) – Nordea (pdf)
quick summary here.

G10 Weekly: To reiterate, QE will become futileNordea (pdf)
summary here

Weekly Preview: Looking For CluesBNY Mellon

Weekly FocusDanske Bank (pdf)
FOMC minutes and US labour market report take limelight. We do not expect any new measures from next week’s ECB meeting. We expect Spain  to ask for a precautionary programme at some point over the next couple of months. This programme is meant to be less stigmatising than a full-scale.

Market Analysis: – The Short Side of the Long

The bull case is still intactHumble Student
Weighing the Week Ahead: The Debate about Jobs A Dash of Insight 

Ten Observations as the Week Winds Down Marc to Market 

FX Positioning and Technical OutlookMarc to Market 
If the third quarter was about the reduction of tail-risk by official actions, then Q4 will be about the limitations of the policy response.  It will pose a challenging investment climate after what turned out to be a favorable performance in Q3. 

The Weekly T Report: – TF Market Advisors

Weekly Credit UpdateDanske Bank (pdf)
Spreads moving wider as uncertainty increases again * Germany, Finland and the Netherlands question bank bailouts.

EMEA Weekly, Week 40Danske Bank (pdf)

Emerging: Week Aheadbeyondbrics/ FT

World: The Week AheadFT

Agenda: Growth and budgets in the spotlighteuobserver

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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