Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Friday Close
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Daily Risk Monitor – Global
Macro Monitor
Weekly Scoreboard –
Between The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender –
beyondbrics / FT
The Weekender – alphaville
/ FT
Succinct summation of week’s events – The
Big Picture
The Week That Was – ZH
NEXT WEEK
Schedule for Week –
Calculated Risk
The key report this week will be August retail sales to be released on Friday.
Economic Calendar – Berenberg
(pdf)
Italy government at risk?: Senate committee starts discussing expulsion of
Belusconi * China: some growth improvement? * UK: Carney and BoE doves speak in London
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
U.S. stocks could be in for a jolt of volatility in the week ahead as
Congress debates whether to authorize a military strike against Syria and as the Federal Reserve's pivotal decision
on winding down its stimulus grows near.
Weekly Focus: Emerging markets could surprise
on the upside – Danske
Bank (pdf)
The focus will be on Syria and whether, and how, the US and its allies are likely to launch an attack
on the country. This could potentially trigger higher oil prices and renewed
concern about emerging markets short term.
Week Ahead – Nordea
(pdf)
US: With all focus still on Fed tapering, markets are obviously still very
sensitive to incoming economic data. In the light of that, retail sales and
consumer confidence are on top of next week’s US agenda. Euro zone: Markets will likely point
their attention towards next week’s industrial production numbers but also on
ECB head Draghi’s scheduled speech at the Euro Conference. We expect Draghi to
reiterate the message from the ECB press-conference. Risks however remain for him
to strike a dovish tone. UK: The unemployment numbers released next week
will be much in focus given the BoE’s new threshold of 7%. In terms of the
unemployment, consensus is looking for an unchanged print of 7.8%. China: Plenty of data with market moving potential
out from China over the coming week. The AUD will continue to be sensitive to data
releases from China, and signs of continued strength relative to expectations should help
keep the Aussie supported.
Strategy: EM biggest case for positive surprise
in 2014 – Danske
Bank (pdf)
Following a stream of
positive surprises it is becoming consensus that US and Europe will see a stronger recovery next year. At the
same time, though, sentiment about Emerging Markets have become very downbeat.
Weighing the Week
Ahead – A Dash of Insight
What does the Syrian Crisis Mean for Stocks?
FX Outlook: Low visibility – Marc to Market
After generally trading heavier over in the July-August period, the US dollar was going to stage a recovery. That was before the disappointing August jobs report and news that the
June and July employment gains were not quite as strong as previously
reported.
Weekly Credit Update – Danske
Bank (pdf)
Sideways credit spread
movement despite spike in international rates. Surge in M&A volume from
just a couple of deals. Statoil led corporate primary activity with its first
non-USD issue since 2009.
EMEA Weekly – Danske
Bank (pdf)
Emerging: Week Ahead –
beyondbrics / FT
Agenda: EU election campaign to be unveiled
this week – euobserver
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet