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Saturday, August 30

31st Aug - W/E: 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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Weekly Scoreboard – Between The Hedges

Friday’s Price Monitor – Global Macro Monitor

Tyler’s Weekly Market Wrap – ZH
"Unrigged" Close Buying-Panic Saves S&P 2,000 For Long Weekend

Succinct summation of week’s events – The Big Picture

Schedule for Week – Calculated Risk

Economic Calendar – Berenberg
EU, NATO summit: Russia in focus * ECB: stepping up the stimulus... soon * US non-farm payrolls: going strong

UK Weekly Commentary – Handelsbanken

Economic Calendar – Handelsbanken

Kiron Sarkar’s Weekly Report – The Big Picture

5 Things to Watch on the Economic Calendar – WSJ
Employment Report, ISM surveys, ADP Survey, Beige Book

Wall St Week Ahead – Reuters
U.S. coal stocks could gain on Russia tension

EU Week Ahead – WSJ
Leaders’ Summit, Iran Talks, ECJ

Weekly Market Outlook – Moody’s



Key Events In The Coming Week – ZH


Busy Week Ahead, but ECB Meeting Stands Out – Marc to Market
The week ahead is packed with events and data.  The monthly cycle of purchasing managers surveys  and the US jobs report are featured. There are also central bank meetings in six high-income countries and three emerging markets.   Given the recent geopolitical development, in Ukraine, as well ISIS, will give the NATO meeting extra significance. 


Weighing the Week Ahead – A Dash of Insight
Will job growth sustain the rally?

Weekly Focus – Danske Bank
ECB meeting no action, but options left open in a very dovish statement * Strong US employment report * BoJ softer statement * Softer manuf. PMI from China

Strategy – Danske Bank
US recovery gains traction, while euro area weakens * Rising debate on first Fed hike, while the
ECB eyes QE * Risk appetite affected by Ukraine crisis and high expectations for ECB QE * Low euro yields indicate pain in pension sector

Week Ahead – Nordea
We are expecting a strong jobs report Friday from the US. The key event from the Euro Area is obviously the ECB meeting on Thursday. We expect soft words from Mario Draghi and an open mind, some more insight into an upcoming ABS purchase programme, but no rate cuts and no QE either. We expect no surprises in the UK policy rate at the September MPC meeting.


Scandi markets ahead – Danske Bank
Riksbank meeting and government bond auctions in focus


Viikkokatsaus: Vain Yhdysvallat näyttää vahvuutta – Nordea
Euroalueen inflaatio osui odotuksiin | Suomen työttömyysaste oudon matala | EKP odottaa ja katsoo | BoE, BoJ ja Riksbanken aloillaan


FX Update: This week´s data bonanza – TradingFloor
We’ve got no less than six G10 central bank meetings this week, not to mention the latest round of important first-of-the-month data from the US. Hopefully this means that rumours of the death of FX volatility have been greatly exaggerated.

Week Ahead: Forget market consensus – expect ECB rate cut – TradingFloor
The markets do not expect the European Central Bank to lower the benchmark rate from 15 basis points this week. But we are sticking our neck out and see the possibility of a reduction of 15 basis points to zero. Elsewhere, Ukraine/Russia volatility will continue, though the market has repeatedly demonstrated a surprising ability to shrug off these events.

The Macro Week Ahead: Winter is coming – eastern Ukraine is set to go – TradingFloor
Busy week ahead, with central banks and PMI readings the main themes * ECB decision set to dominate the week – will Draghi disappoint? * US will focus on August nonfarm payrolls, whilst Asia will watch China PMI, Australia’s 2Q GDP and expected non-event rate decisions from the RBA and BoJ

Busy Week Ahead, but ECB Meeting Stands Out – Marc to Market
The week ahead is packed with events and data.  The monthly cycle of purchasing managers surveys  and the US jobs report are featured. There are also central bank meetings in six high-income countries and three emerging markets.   Given the recent geopolitical development, in Ukraine, as well ISIS, will give the NATO meeting extra significance.  

  STOCKS
Weekly Market Summary – The Fat Pitch
Faster SPX sales growth, at this point, does not appear imminent.  The consensus for growth of about 3.5-4% is about right. What has driven the higher rate of growth in earnings has been corporate margins.

  CREDIT
Weekly Credit Update – Danske Bank
Continued speculation about forthcoming QE from ECB * Moody’s upgrades its outlook on the Danish banking system * Increasing activity in Nordic local markets

Euro rates update – Nordea

  FOREX
FX Outlook – Marc to Market

  EMERGING
EMEA Weekly – Danske Bank
Renewed Ukrainian tensions could spook the markets

EM Preview: The Week Ahead – Marc to Market


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


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