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:
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s Weekly
Wrap
– ZH
Dow
Drops To 17-Month Lows As Hope-Filled Dead-Cat-Bounce Dies
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
NEXT WEEK
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
Curbing
enthusiasm ahead of Fed meeting
Weekly Market
Outlook
– Moody’s
Weighing the Week
Ahead
– A 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 hand
– Danske
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.
Dollar Outlook
Ahead of the FOMC Meeting
Weekly Market
Summary
– The Fat Pitch