Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here. This post will be updated as new material is published.
Previously on MoreLiver’s:
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Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Wrap – ZH
Blood On The Streets Of Europe - Stocks Crash By Most In 4 Years, Bond Risk Surges
Friday’s Price Summary – Global Macro Monitor
Succinct summation of week’s events – The Big Picture
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Weekly Agenda & Wrap up – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Emerging market worries prompt selloff, but bulls remain
Weekly Market Outlook – Moody’s
Weighing the Week Ahead – A Dash of Insight
Is the market decline the start of something big?
Week Ahead: Euro area inflation – back to zero? – Nordea
Next week offers little data from the US, so the focus will be on the Fed’s Jackson Hole conference. In the Euro area, with inflation so close to zero and several worrying signs from the world economy, next week’s data will be interesting. Also, next week’s events include GDP from the UK, Swedish retail sales and a wide range of events from Norway.
Strategy – Danske Bank
EM turmoil is a real cause for concern. The scale of the crisis is wider than the EM scares we had in 2013 and 2014. Falling commodity prices, Chinese depreciation and weaker EM growth are additional problems in the current perfect EM storm
Weekly Focus – Danske Bank
In the US we now believe that the stress in emerging markets will be enough for the
Fed to postpone its first rate hike from September to December. Next week the
FOMC members will have the opportunity to communicate their views in connection
with the Jackson Hole central bank conference * In China more monetary easing appears imminent but the People’s Bank of China’s ability to keep the exchange rate in a tight grip could also be questioned * Resilient German manufacturing PMI suggests that next week’s ifo will show an improvement and that the spill-over from the EM turmoil so far has been modest.
Macro Weekly – ABN AMRO
China’s industrial sector is still slowing, but help is at hand: monetary conditions are easing and further stimulus looks likely sooner rather than later * China and the Fed continue to cast a shadow over emerging markets and commodities * The Fed looks to be still on track to raise interest rates in September, though China worries and market volatility have made investors sceptical * The eurozone economy is on the path of steady recovery, with the composite PMI rising in August * Greece is set for new elections next month, creating uncertainty.
FX Outlook – Marc Chandler
Short Squeeze Lifts Euro and Yen, More to Come?
Weekly Market Summary – The Fat Pitch
Strong downward momentum usually has follow through. US indices are mostly within a few percent of significant support levels. The selling this week registered noteworthy extremes in breadth, volatility and sentiment. Friday probably will not mark the low, but risk/reward over the next month looks favorable.