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 Scoreboard – Between The Hedges
Tyler’s Weekly Wrap – ZH
Investors Dump Stocks For Safety Of Bonds & Bullion In Yellen's New "World Of Confusion"
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
Sun: Greek elections too close to call * Wed: EU holds extraordinary summit on migration crisis * Thu: German IFO business climate likely to show some China impact * Sun: Catalan regional elections no convincing mandate for independence
Economic Calendar – Handelsbanken
UK Weekly Agenda & Wrap up – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Dividend payers get a break from Fed decision
Weekly Market Outlook – Moody’s
Weighing the Week Ahead – A Dash of Insight
Despite many signs of economic improvement, the Fed chose to maintain policy accommodation at emergency levels. In a week that is light on data and long on speeches, this news will be enough to keep Fed policy at the forefront. The punditry will be asking: Has the Fed Assumed a Third Mandate?
Week Ahead: Weakish PMIs, Norges Bank on hold – Nordea
Greeks go to the polls again on Sunday, but the market impact should be limited this time. PMI data from China will likely show continued weakness in the manufacturing sector. We also get PMI data as well as the Ifo index from the Euro area/Germany. Several speeches from Fed official including Chair Yellen could give more insight into the recent decision not to hike rates. Top event in the Nordics will be Norges Bank’s rate decision on Thursday. We expect policy rates on hold and an easing bias.
Strategy: Will the Fed fall behind the curve? – Danske Bank
The Fed on hold for now – but wage pressures are brewing * We do not expect a hard landing in
China * Support for bonds and EUR short term.
Weekly Focus: Norges Bank’s monetary policy dilemma – Danske Bank
Norges Bank to cut its key policy rate by 25bp on Thursday * Chinese PMI manufacturing to 47.5 from 47.1, still a very low level and reflects downside risk * PMI in US and Europe will be followed closely for any signs of weakness from China and emerging markets * Key ECB members, Draghi, Praet, Couere and Weidmann are scheduled to speak next week. The market will scrutinise their words for any hints on future ECB policy.
Macro Weekly: Divergence everywhere – ABN AMRO
The global economy is currently characterised by a significant divergence: advanced economies are doing quite well, but emerging economies are struggling. In an integrated world economy such divergence cannot last for a very long period. An amazing divergence also appears to develop (or perhaps it has existed for some time already) within the policy committee of the US Federal Reserve. This all creates uncertainty. We have lowered our growth forecasts for a number of important emerging economies.
FX4 Next Week – TF
FX Outlook – Marc Chandler
The Fate of Dollar Bulls Post-Fed