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Saturday, September 12

12th 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. This post will be updated as new material is published.

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 Chart overview, click to enlarge.

Previously on MoreLiver’s:

Weekly ScoreboardBetween The Hedges

Friday's Prices - Global Macro Monitor

Tyler’s Weekly Wrap – ZH
Dow Drops To 17-Month Lows As Hope-Filled Dead-Cat-Bounce Dies

Succinct summation of week’s eventsThe Big Picture

5 charts from the week in marketsWSJ

US Schedule for WeekCalculated Risk

Economic Calendar – Berenberg

Economic CalendarHandelsbanken

UK Weekly Agenda & Wrap upHandelsbanken

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Curbing enthusiasm ahead of Fed meeting

EU Week Ahead – WSJ
Refugees, Taxis, Luxleaks, Greece
Weekly Market OutlookMoody’s

Weighing the Week AheadA Dash of Insight

After many years of standing pat on interest rates, there is finally a genuine chance of a shift in Fed policy. The punditry will be asking: To hike, or not to hike?
Week Ahead: All eyes on the Fed Nordea
Next week’s highlight is obviously the FOMC meeting, which concludes on Thursday. We expect the Fed to keep rates unchanged, but the decision seems close to a 50-50 call. Also worth noticing is US CPI prints, retail sales and industrial production. In the Euro area focus is on industrial production, the German ZEW survey and final Euro-area headline inflation. Also, next week we expect both the BoJ and SNB to leave monetary policy unchanged. In the UK CPI prints are due.

Strategy: China shows its handDanske Bank
China acts forcefully to narrow CNH-CNY spread * Good opportunity to sell CNH and hedge receivables * Weak Chinese economy causing pain in Brazil * EM pressures continue * Strong US job data keeps Fed hike on track for December * Bond yields caught between weaker macro picture and Asian selling.

Weekly Focus: Fed to remain on hold Danske Bank
US: recent tightening in financial conditions and increased uncertainty on global growth will sway the Fed to keep rates unchanged at its meeting next week, despite a strong labour market and solid domestic demand * UK: As BoE’s focus has moved to inflation, August CPI will attract attention. Labour market report and retail sales also important * Japan: BoJ meeting not expected toannounce additional easing measures * China: August industrial production * Sweden: Riksbank minutes could explain why rates were left unchanged.

Macro Weekly: Will the Fed hike? ABN AMRO
The FOMC meets next week to decide on interest rates. Analysts are split on whether the Federal Reserve will raise interest rates for the first time in nine years. The Committee itself also seems split. This reflects conflicting signals. Domestic economic strength signals that the Fed should act. However, a range of external forces – from emerging market risks, commodity prices and the dollar – suggests that it should keep interest rates on hold. On balance, we think the Fed will decide to wait. We expect an interest rate increase in December.

FX OutlookMarc Chandler

Dollar Outlook Ahead of the FOMC Meeting
Weekly Market Summary – The Fat Pitch