Here is the
ending week in review and the next one previewed. Happy weekends and do take
the time to see the classic lecture on the exponential growth – if you lose
your will to live because of that, don’t blame me – it’s the math, stupid :=).
I will update this post as new stuff comes online, and the usual Weekender-posts are coming, so check back during the weekend. And do scroll down for some interesting articles (in Finnish) on Finland's recent fumbling.
I will update this post as new stuff comes online, and the usual Weekender-posts are coming, so check back during the weekend. And do scroll down for some interesting articles (in Finnish) on Finland's recent fumbling.
Previously
on MoreLiver’s:
Fri: US Close
Fri: US Open
Fri: EU Open
LAST WEEK
PRICES:
Weekly
Scoreboard – Between The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Week in
Review – Global Macro Monitor
US market
portrait 2012 week 34 – Portfolio Probe
Summary for
Week ending Aug 17th – Calculated Risk
The
economic data was a little more upbeat this week. Retail sales were up sharply
in July… Now we are starting to see a rebound for housing.
The
Weekender – beyondbrics / FT
The
Weekender – alphaville / FT
Succinct summation of week’s events – The
Big Picture
Weekly
Bull/Bear Recap – Rational Capitalist Speculator
Week in Review – DealBook
/ NYT
Podcast: MarketBeat Week (28 min) – MarketBeat
/ WSJ
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule
for Week of Aug 19th – Calculated Risk
There are two key housing reports to be released this week: July
existing home sales on Wednesday, and July new home sales on Thursday. On Friday Durable Goods orders for July will be released. There are a few key European meetings and announcements on Thursday and Friday
Next Week’s
Tape – MarketBeat / WSJ
S&P 500 Earnings Week Ahead – Reuters
Wall St
Week Ahead – Reuters
Global Markets Week Ahead: The volatility
puzzle – Reuters
Global Week ahead – Nordea
(pdf)
While markets are still waiting for cues about
possible decisive ECB intervention evidence on the performance of the global
economy remains in focus. Next week’s macroeconomic releases and events are, in
our view, generally likely to give further support to risk appetite in
financial markets.
Starting
the Week – RCS
Key Events
In The Coming Week – Goldman Sachs / ZH
Weekly Preview – BNY
Mellon
Weekly Focus: Bouncing at the bottom – Danske
Bank (pdf)
– The Short
Side of The Long
Summary of Big Picture Views – Marc
to Market
Currency
Positioning and Outlook – Marc to Market
The Weekend
T Report: – TF Market Advisors
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly, Week 34 – Danske
Bank (pdf)
Highlights
from Monday’s FTfm – alphaville / FT
Emerging:
Week Ahead – beyondbrics / FT
Once again the recovery has been derailed and the
outlook remains subdued * Many roadblocks to be passed before euro crisis
tapers off * Tight financial and fiscal conditions keep euro area in recession
* High uncertainty to keep US growth below trend despite better fundamentals *
China has room to manoeuvre, policy stimulus to lift growth by year-end *
Policymakers digging deeper in toolboxes – central banks to ease further
Yield Forecast Update – Danske
Bank (pdf)
CALENDARS
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank
IN FINNISH
Case Tuomioja avautuu
Tuomioja brittilehdelle: Suomi on valmistautunut euron
hajoamiseen – HS
Tuomioja tylynä EU-päättäjistä: "En luota näihin
ihmisiin" – TE
Liveblogi: Tuomiojan eurokommentit nousivat otsikoihin
maailmalla – TE
Tuomioja Telegraphille: Suomi varautuu euron hajoamiseen – Talsa
Daily Telegraphin toimittaja: Suomalaispoliitikot naiiveja –
HS
Stubb: Tuomiojan lausunnosta haittaa Suomelle – YLE
Tuomioja ajaa heikkoa EU:ta – Petri Sarvamaa (Kok)
Paavo Väyrynen pitää Tuomiojan europuheita tärkeänä
avauksena – YLE
Väyrynen: Oma valuutta euron rinnalle – YLE
Muut
Suomi nollapisteessä – T&T
Soini: Euron puolustajat saisivat laittaa omia rahojaan
likoon – TE
EU ottaa VM:n ennusteen pois Urpilaisen kontrollista – SK
EU:n uudet
budjettipykälät veisivät valtiovarainministeri Jutta Urpilaiselta (sd)
mahdollisuuden puuttua johtamansa ministeriön talousennusteeseen. Suomen
hallitus jarruttaa komission asetusehdotuksen käsittelyä.
Kenen lippua kannat, Soini? – SS
Moni näkee Euroopan
olevan nyt Suomelle velkaa, mutta oikeasti me olemme velkaa Euroopalle lähes
kaiken. (kirjoittaja on Savon Sanomien kesätoimittaja)
Missä rehelliset valtiomiehet? Tosiasioiden kieltäminen
EU:ssa aiheuttaa hankaluuksia – SK
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