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.
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Previously on MoreLiver’s:
Weekly EURUSD, DAX30 and S&P 500:EURUSD, DAX30 and S&P 500:
Weekly and Daily US 10-year Treasury bond yield
Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Wrap – ZH
Biggest Short Squeeze Since 2008 Bank Bailout And Epic VIX Rigging Sends Stocks Green For The Week
Friday’s Price Summary – Global Macro Monitor
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Monday: Eurozone CPI estimate - Cheap oil * Thursday: ECB refi rate - Dovish comments * Friday: US payrolls - Stable trend
Economic Calendar – Handelsbanken
UK Weekly Agenda & Wrap up – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
EU Week Ahead: Migration, Nato, Greece – WSJ
Wall St Week Ahead – Reuters
Focus turns to U.S. data as China slowdown looms
Weekly Market Outlook – Moody’s
Weighing the Week Ahead – A Dash of Insight
Dramatic events reset agendas. People re-evaluate probabilities about what is possible as well as the personal implications. Because the recent market story is so big and so fresh the week will start with the punditry asking: What are the lessons from the market turmoil?
Week Ahead: US payrolls could surprise on the downside – Nordea
Next week, August employment and ISM reports from the US will provide tests of whether the improving momentum reported in Q2 GDP is continuing. In the Euro area the key event will be the ECB meeting on Thursday. Though also worth noting, ECB Vice-President Constancio will be on a discussion panel at the Jackson Hole Conference this Saturday. Also, next week’s events include Q2 GDP estimates from Denmark and a monetary policy meeting in the Swedish Riksbank.
The Week Ahead – Handelsbanken
Eurozone: Lower inflation path makes ECB alert * Sweden: Repo rate to remain unchanged; industrial production expected to increase * Norway: Credit growth likely unchanged in July
Three Keys to the Week Ahead – Marc Chandler
Weekly Focus: China, oil key in the short term – Danske Bank
US: Jackson Hole Symposium, major economic releases – payrolls and ISM. Euro area: ECB-meeting. UK: PMI. China: stock market stabilized, but PMI coming up.
Macro Weekly: Back on track after Black Monday? – ABN AMRO
US and European equities shook off Black Monday to end the week higher, though the mood remained nervous against the background of worries about China and emerging markets. Two key positives are helping to turn the tide. First of all, policymakers are ready to respond. China eased monetary policy this week and the Fed and ECB have made it clear they are ready to adjust course if need be. Indeed, the risk that the Fed delays hiking rates further, and the ECB steps up QE have increased significantly. In addition, economic fundamentals are more positive than suggested by the extreme worries about the global economy seen earlier in the week.
FX4 Next Week: QE talk to torpedo EURUSD – TF
After a week of panic selloff followed by an attempted comeback, there is the possibility of a dramatic renewed deterioration as well as of an extension of the comeback in risk appetite.
FX Outlook – Marc Chandler
Weekly Market Summary – The Fat Pitch
Waterfall events like the current one tend to most often reverberate into the weeks ahead. Indices will often jump 10% or more higher and also attempt to retest the lows. Volatility will likely remain elevated for several months. But the fall in equity prices, which has knocked investor sentiment to its knees, opens up an attractive risk/reward opportunity for investors. Further weakness, which is quite possible, is an opportunity to accumulate with an eye toward year-end. However, a quick, uncorrected rally in the next week or two would likely fail.