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Saturday, August 31

31st 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.


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LAST WEEK
Weekly Scoreboard – Between The Hedges
US market portrait – Portfolio Probe

The Economist’s Weeklies:

Succinct summation of week’s events – The Big Picture


NEXT WEEK
Schedule for Week – Calculated Risk
The key report this week is the August employment report on Friday. Other key reports include the ISM manufacturing report on Tuesday, the trade deficit on Wednesday, and August auto sales also on Wednesday.

Economic Calendar – Berenberg (pdf)
Global purchasing manager indices: developed world recovery undeterred by emerging market wobbles. BoE, ECB, Bank of Japan: monetary stimulus works, no need for more. US non-farm payrolls: another solid increase seals October QE tapering?

Economic Calendar – Handelsbanken (pdf)

UK Next Week's Agenda and Wrap Up – Handelsbanken (pdf)

S&P 500 Earnings Week Ahead – Reuters

Wall Street Week Ahead: Jobs data could spur Fed action on stimulus – Reuters 
Wall Street is bracing for a wave of economic reports next week, including the August jobs report, which might prove decisive in determining whether the economy is strong enough for the Federal Reserve to dial back its bond purchases in mid-September.

(video) Asia Week Ahead – Reuters

Weekly Focus – Danske Bank (pdf)
Job growth strong enough to initiate September tapering

Week Ahead 1-6 Sep 2013 – Nordea (pdf)
...or read the summary


The Week Ahead – Handelsbanken (pdf) 
US: In August, the ISM surveys likely remained on strong levels, while payrolls probably rose by roughly the current pace. Sweden: Manufacturing PMI set to lift again; another no-change rate decision is our forecast. Norway: Stable credit growth, correction downwards in manufacturing. EMU: We expect no change in ECB policy rates 

Scandi Markets Ahead – Danske Bank (pdf)
Riksbank meeting and high issuance in the Nordics

Weighing the Week Ahead – A Dash of Insight
Expect Volatility, not Clarity

Strategy: Double whammy of EM crisis and conflict in Syria – Danske Bank (pdf)

FX Outlook  – Marc to Market

Weekly Credit Update – Danske Bank (pdf)
Spreads move wider on uncertainty regarding a military attack in Syria.

EMEA Weekly – Danske Bank (pdf)
Tough week for emerging markets. Hawkish NBP remains on hold next week.

Agenda - euobserver 
G20 and Syria

CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat

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