Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Weekly
Market Review
– ZH
Jackson
Hole'd - Dollar Dumps To 2-Year Lows After 2 Million Ounce Gold Flush
U.S. Weekly Fund Flows
Report
– Lipper
Alpha Insight
Funds
Take in Net New Money for the Fifth Straight Week
This Week in
Earnings 17Q2 | Aug 25 – Lipper
Alpha
S&P 500
Earnings Dashboard | Aug 25 – Lipper
Alpha
NEXT WEEK
Week Ahead: Focus
on payrolls and inflation – Nordea
With
important Fed and ECB meetings coming up in September, next week’s key figures
– US payrolls/wages and Euro-area inflation – will be scrutinised. From the
Nordics, we get wage numbers out of Sweden and unemployment from Norway.
Weekly Focus: Strength
of the global business cycle – Danske
Bank
EZ
inflation and unemployment * Third round of Brexit negotiations begins * US PCE,
jobs, ISM
Strategy:
How mature is the global business cycle really? – Danske
Bank
The global economy is seeing positive
momentum and major central banks are unlikely to put significant brakes on the
expansion for now * This should support risk assets near term and we recommend buying
equities on dips * Expectations on Trump’s growth-friendly reform agenda are at
a minimum and can only surprise on the upside to some extent * The EUR/USD is
set to range-trade near term but head for 1.30 in coming
years.
Global
Week Ahead
– Scotiabank
US:
Back to fundamentals * Canada: Dig beneath the GDP headline * LatAm: More rate
cuts in Colombia * Europe: Post-Draghi inflation watch * Asia: Not the be
outdone by other regions
Weekly Market
Outlook
– Moody’s
Macro Weekly – ABN
AMRO
Stop
Harassing Mr Draghi * Business confidence in the US and the eurozone diverging?
* Three risks to encouraging global picture
Speculative
Positioning
– Marc Chandler
Sterling Bears Press,
but Too Much?
FX Outlook – Marc
Chandler
After
Consolidating in August, the Dollar Slide Continues
Macro
Comment – Marc Chandler
Three drivers in the week ahead
FX
weekly: USD in the (Jackson)
hole – Nordea
Draghi saying nothing at
all is enough for EUR/USD to keep on heading up up up at the moment, so when
will he and the ECB realize that they have to say something? And the GBP
weakens no matter what Theresa May says.