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
LAST WEEK
Prices
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 28 – Calculated
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
Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
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 week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule for Week of Sep 30 – Calculated 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.
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 Report
– MarketBeat
/ 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 Ahead – Reuters
Wall Street Week Ahead – Reuters
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.
China leadership, Indonesia data in focus
(video) US Week Ahead – Reuters
Get ready for Obama vs. Romney, more Fed and
the jobs report
Global Week Ahead: More of the same – Nordea
(pdf)
Global Week
Ahead (with Sweden) – Nordea (pdf)
quick
summary here.
G10 Weekly: To reiterate, QE will become futile – Nordea
(pdf)
summary here
Weekly Preview: Looking For Clues – BNY Mellon
Weekly Focus– Danske
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.
Weighing
the Week Ahead: The Debate
about Jobs – A Dash of Insight
Ten Observations as the Week Winds Down – Marc to Market
Ten Observations as the Week Winds Down – Marc to Market
FX Positioning and Technical Outlook – Marc 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 Update – Danske
Bank (pdf)
Spreads moving wider as uncertainty increases
again * Germany, Finland and the Netherlands question bank bailouts.
EMEA Weekly, Week 40 – Danske
Bank (pdf)
Emerging:
Week Ahead – beyondbrics/ FT
World:
The Week Ahead – FT
Agenda: Growth and budgets in the spotlight – 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