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Sunday, August 25

25th Aug - Weekender: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here

Previously on MoreLiver’s:

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Friday Close
Markets – Between The Hedges

Weekly Scoreboard – Between The Hedges

The Economist’s Weeklies:

Succinct summation of week’s eventsThe Big Picture

The Week That WasZH

Schedule for WeekCalculated Risk
The key reports this week are Case-Shiller house prices for June on Tuesday, the second estimate of Q2 GDP on Thursday, and the July Personal Income and Outlays report on Friday. For manufacturing, the Dallas and Richmond regional manufacturing surveys for August will be released this week.

Economic CalendarBerenberg (pdf)
Eurozone confidence data (Ifo, EU Commission): growth momentum building * ECB money and credit data: economic recovery not feeding through yet? * BoE Governor Carney speech: talking down rates

UK Next Week's Agenda and Wrap UpHandelsbanken (pdf)

Economic Calendar – Handelsbanken (pdf)

S&P 500 Earnings Week AheadReuters

Wall Street Week Ahead: Economic data to steer bets on Fed moveReuters
Wall Street just went through its weakest three-week period since November, not to mention a panicky spell when the Nasdaq stock market ground to a halt. But that doesn't mean the pain is over.

(video) Europe Week Ahead:– Reuters

(video) Asia Week AheadReuters

(video) US Week Ahead: – Reuters

Weekly Focus: Another Asian crisis? We don't think so Danske Bank (pdf)
Development in the US bond market is likely to be a key driver for most markets as it serves as a gauge of Fed tapering expectations…Emerging markets have been in focus over the past week. While developments should be watched closely, we do not expect it to develop into another ‘Asian crisis’.

Week AheadNordea (pdf)
US:  durable goods, PCE inflation and revised Q2 GDP on the agenda. The rate sell-off has made it costly to go for higher rates, and that could possibly slow current trend of higher rates. Euro zone: inflation and German ifo. How much higher can short rates go before the ECB reacts? UK:  Carney will give a speech next week and as rates have come up quite a bit since the BoE tried to talk them down, markets could start anticipating a dovish Governor.

Weighing the Week Ahead: Will Fear Beget More Fear? A Dash of Insight
It was almost as if there was a campaign of fear – and not just from the usual suspects. This week may see more of the same. With so many anticipating a correction, how many fingers are on the "sell" trigger?

FX Outlook:  Dollar heaviness may continueMarc to Market

Global FX Strategy: Forward guidance – A FX mover?Nordea (pdf)
Headline summary.

Weekly Credit UpdateDanske Bank (pdf)

EMEA Weekly: Week 35Danske Bank (pdf)

Economic Calendar –
Economic Calendar – BB
EU calendar –

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