Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Friday Close
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Daily Risk
Monitor – Global
Macro Monitor
Europe: Peripheral Bond Risk Spikes Most In 6 Months
– ZH
US: Bonds And Gold
Bid; USD And Stocks Skid – ZH
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender –
beyondbrics / FT
The Weekender – alphaville
/ FT
Succinct summation of week’s events – The
Big Picture
Weekly Bull/Bear Recap – RCS
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
(pdf)
ECB policy: No change
and dovish tone * Italy: Senate Committee votes 4 October on stripping
Berlusconi of seat * US non-farm payrolls: Back to normal service of solid job
creation
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
With a possible U.S.
government shutdown days away, Wall Street still hasn't come down with a critical
case of fiscal fever despite forecasts that failure to resolve the federal
budget standoff could be catastrophic.
Weekly Focus: Politics in the limelight – Danske
Bank (pdf)
The deadline for a US
budget deal for FY 2014 is Monday evening and the risk of a government shutdown
from Tuesday has increased. We expect a significant rebound in US job growth in
August, which raises the question of how much is needed for the Fed to start
tapering. At Wednesday’s ECB meeting focus will be on Draghi’s comments on a
possible new three-year LTRO. Global PMIs will be in focus and we expect to see
improvement in China and the euro area… The Japanese government is likely to
announce that the sales tax will be increased as planned next year.
Week Ahead – Nordea
(pdf)
US budget discussions, Eurozone ECB meeting, China PMI, Japan tax hike
decision. Summary.
Weighing the Week
Ahead – A Dash of Insight
We continue to expect a deterioration in the political and economic
climate in the euro area, and for this lend support to the dollar. Yet,
we were early in our timing and the technical condition warns that
further dollar weakness is likely to be seen first.
Strategy: Risk of equity correction rising – Danske
Bank (pdf)
Further stock market
correction as US fiscal talks intensify and market is "overbought".
Weekly Credit Update – Danske
Bank (pdf)
Relatively stable credit
spreads and higher market activity
EMEA Weekly – Danske
Bank (pdf)
Emerging: Week Ahead –
beyondbrics / FT
A busy start to the week with a slew of economic data
coming out on Monday and Tuesday. China PMI, Brazil IP and India
The Week Ahead – Europarliament
Europe’s Week Ahead:
Payrolls, ECB and Silvio Berlusconi – WSJ
Agenda: Brussels to
focus on social justice – euobserver
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet