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:
EURUSD stuck in a range. Weekly flag, or horizontal range?
DAX and S&P 500 in a range after the sell-off. Breakout when and to what direction?
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
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
Global concerns may shrink Wall Street's Q3 estimates
EU Week Ahead - WSJ
Migration, State of the Union-speech, farmers
Weekly Market Outlook – Moody’s
Weighing the Week Ahead – A Dash of Insight
Sometimes the calendar dictates the agenda. The Labor Day weekend marks the official end of a summer that was eventful for markets. The punditry will be asking: What is your (revised) EOY target for stocks?
Week Ahead: More weakness from China? – Nordea
In the US, next week’s calendar offers only second-tier data releases, which usually have no major market impact. In the Euro area very few data will be on the agenda this post-ECB week. In China, all data for August will likely receive attention, given current concerns about the slowing Chinese economy. In the UK we expect the BoE to keep its monetary policy stance unchanged. Also, next week’s events include core inflation and Regional network from Norway and inflation from Denmark.
Strategy – Danske Bank
We see rising downside risk to growth in all regions * Especially manufacturing is vulnerable * China falling behind the curve on stimulus * The ECB to deliver the put–not the Fed this time
Weekly Focus: ECB to extend QE programme – Danske Bank
Markets are trying to survey the extent of weakness in emerging markets, in particular
China, and the spillover to developed markets. Data released this week could give the first indications.
Macro Weekly: Here comes more QE from the ECB– ABN AMRO
Financial markets remain volatile as worries over developments in emerging economies and the global economy continue to affect confidence. While we think that some of these concerns are exaggerated, market turmoil could lead to a self-fulfilling prophecy. Risks to the downside are rising. Policymakers are likely to react to that threat. We have therefore changed our view on the likely policy actions by the ECB and the Fed. We believe the ECB is set to step up the size of its QE programme and we think the Fed will delay its first rate hike and not raise rates in September.
FX4 Next Week – TF
JPY poised for further strength against EUR, CHF * EURCHF primed to gain on decline of CNF safe-haven bid * CAD facing economic, political headwinds going into fall Any return of risk-off will likely take a kick at the kiwi
FX Outlook – Marc Chandler
The US dollar gained against most of the major currencies last week. A notable exception was the Japanese yen. Steep equity losses and drop in bond yields provided the yen with the customary fillip.