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Saturday, September 27

27th Sep - 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 ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
High-yield credit's worst week in 15 months sends stocks sliding

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic Calendar – Berenberg

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

Kiron Sarkar’s Weekly ReportThe Big Picture

5 Things to Watch on the Economic CalendarWSJ

The Macro Week Ahead: How strong is too strong for USD?TradingFloor
The rise of the US dollar looks inexorable at the moment, but overall, I advise caution and a gravitation towards the downside to market-defensive positioning this week.

Event Risks in the Week AheadMarc to Market

Wall St Week AheadReuters
Bank stocks, seen as cheap, still attract caution

Weighing the Week AheadA Dash of Insight
What Will be the Message from the Economic Data Deluge?

The 10 most important charts of the weekQuartz

Europe’s Week AheadWSJ

Main attention will be on the European Parliament, where lawmakers will spend the next few days grilling the fresh crop of nominees to head the European Commission, the EU’s executive arm.

Weekly Market OutlookMoody’s

Global economy week ahead: While ECB struggles, Fed sees recoveryReuters
On one side of the Atlantic they're trying to refill the punchbowl. On the other they're getting ready to take it away. This week, investors may get a clearer idea why.

Weekly FocusDanske Bank
Nonfarm payrolls and PCE inflation, both monitored closely by the Fed. The ECB meeting will deliver further details on the upcoming purchase programme of asset-backed securities (ABS). We expect euro area HICP inflation to decline from 0.4% y/y to 0.3% y/y due to further decline in oil prices – a new cycle low.

Strategy: More soft euro data adds pressure on the ECBDanskeBank
More weak data adds pressure on the ECB * Likelihood of real QE from ECB increasing * The
Fed is expected to change forward guidance in October * Emerging markets in a fragile spot

Week AheadNordea
Next week will offer the US Employment Report and ISM. The Euro area faces a week focused on inflation and the ECB. The rise in UK house prices has stabilised, we expect no new policy recommendation from the BoE's FPC. We expect a pick up in retail sales in both Sweden and Norway.

Viikkokatsaus: Inflaatio hidastuu – innostuuko EKP? Nordea
Tulevaa USA: Työmarkkinat palautuvat * EKP:n osto-ohjelma kiinnostaa * Euroalue: Inflaatio hidastuu lisää * Suomi: Velkaluvut Q2:lta * Mennyttä Ostopäälliköt: Kasvu jatkuu * Euroalue: Kuluttajien luottamus laski * Saksa: IFO -indeksi oli pettymys * Suomi: Kotimainen kysyntä heikkoa

Macro Watch: Numbers reveal US manufacturing boomTradingFloor
Markit reports boom in US manufacturing * US housing also on upwards trajectory * Eurozone manufacturing roughly in line with expectations

Weekly Market SummaryThe Fat Pitch
Investors are starting to wonder whether a larger correction is underway

Euro rates updateNordea

FX Outlook Marc to Market

Global FX Strategy - Markets in a QE moodNordea
Lacklustre take-up in the ECB’s TLTRO fuelled QE expectations. Neither the EUR nor the bond market seems content with the ECB measures launched so far. In short, lack of a “QE premium” in the EUR means we may see further downside.

Hardy: Busy week ahead for FX as USD hits two year highTradingFloor
Saxo Bank's Head of FX Strategy John Hardy gives us his detailed overview of the FX week ahead with USD hitting a two year high, ahead of important US data and next Thursday's ECB meeting. Using his charts John talks us through the possible trades to take.

EMEA WeeklyDanske Bank
Poland and Great Stagnation – challenges for monetary policy

EM Preview: The Week AheadMarc to Market

High supplies, fading demand and Ebola fears hit commodities TradingFloor
Gasoline gains on North American supply cuts * Crude oil held down by production surge * Ebola worries send cocoa price soaring

In a troughNordea
Over the summer months oil prices came down sharply. This happened even though late summer is the annual peak for oil demand and the time of the highest risk of hurricane-related operational stoppages in the Gulf of Mexico. Also, there has been considerable political unrest in central oil-producing countries.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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