Previously on MoreLiver’s:
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 38 – Portfolio Probe
Summary for
Week ending Sep 14th – Calculated Risk
The key event of the week was the FOMC announcement…retail sales were strong due to higher gasoline prices… Some of the other data was impacted by hurricane Isaac: Industrial production declined although this was partially due to the impact of Hurricane Isaac and weekly unemployment claims increased - also partially blamed on the hurricane.
The Weekender – beyondbrics / FT
The key event of the week was the FOMC announcement…retail sales were strong due to higher gasoline prices… Some of the other data was impacted by hurricane Isaac: Industrial production declined although this was partially due to the impact of Hurricane Isaac and weekly unemployment claims increased - also partially blamed on the hurricane.
The Weekender – beyondbrics / FT
Succinct summation of week’s events – The
Big Picture
(podcast) MarketBeat Week – MarketBeat
/ WSJ
What Hath the Fed Wrought?
Week in Review: Contrarian Bets Looking Smart – DealBook
/ NYT
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule
for Week of Sep16th – Calculated Risk
There are three key housing reports to be released this week: September homebuilder confidence on Tuesday, and August housing starts and August Existing Home sales, both on Wednesday. For manufacturing, the September NY Fed (Empire state) and Philly Fed surveys will be released this week.
Next Week’s Tape – MarketBeat / WSJ
There are three key housing reports to be released this week: September homebuilder confidence on Tuesday, and August housing starts and August Existing Home sales, both on Wednesday. For manufacturing, the September NY Fed (Empire state) and Philly Fed surveys will be released this week.
Next Week’s Tape – MarketBeat / WSJ
Soundings on Manufacturing, Housing
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Comparing the Federal Reserve to a rehab clinic
offering addicted investors a synthetic high has been a favorite of Wall Street
wags ever since the first round of Fed stimulus nearly four years ago. The
punch line is that you always need more and more to get the same high and each
bout of euphoria is followed by a crashing comedown.
(video) US Week Ahead: Fed-fueled stocks could see
sell off – Reuters
Global Week Ahead – Nordea
(pdf)
While the markets are still digesting the Fed
and ECB announcements, Spain is watching the
markets and biding its time. Comments from the government suggest that if yield
spreads continue to narrow it will take some time before an official request
for support is made. Honestly, it does not matter if Spanish yields drop
because of ECB buying or not, as long as they fall. Still, Spain, or rather comments
from Spain, will be the crucial event risk to watch for in the near term. Apart
from that, Euro-area PMI and UK retail sales will attract market attention. We expect generally
positive surprises from the key figures this week.
Weekly Preview: Brave New World – BNY Mellon
Weekly Focus: The Fed takes a major step
forward – Danske
Bank (pdf)
Market
Analysis: – The Short Side of the Long
Weighing
the Week Ahead – A Dash of Insight
FX
Positioning and Technical Outlook – Marc to Market
Nearly every development in recent days has been embraced by the foreign exchange market as a reason to continue to do what it has been doing since late July, and that is to sell the dollar.
Nearly every development in recent days has been embraced by the foreign exchange market as a reason to continue to do what it has been doing since late July, and that is to sell the dollar.
The Weekly
T Report: Heart, Head, Gut – TF Market Advisors
Weekly
Credit Update – Danske Bank (pdf)
EMEA Weekly, Week 38 – Danske
Bank (pdf)
Emerging:
Week Ahead – beyondbrics / FT
CALENDARS
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
REFERENCE
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank