Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
Previously
on MoreLiver’s:
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Stocks Stumble On Jackson Hole But Close
Best Week In 4 Months
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The Big Picture
5 Things to Watch on the Economic Calendar – WSJ
Durable goods orders * Housing data * Consumer confidence * PCE inflation
* Q2 GDP surge due to inventories?
Wall St Week Ahead – Reuters
U.S. stocks have been on a roll of late, with the S&P 500 hitting the
latest in a series of records on Thursday, and investors expect the index's
momentum to soon carry it to - if not far past - the 2,000 milestone.
What
Matters for Global Markets in the Week Ahead – WSJ
Questions
are swirling over Germany’s economic health, the thinking at
the Federal Reserve, and there’s a series of central banks making interest rate
decisions.
The Week
Ahead – Marc to Market
First, the
markets are extended from a technical point of view. Second, the markets are trending, and
investors like trending markets, which means there is greater participation. The
economic data in the week ahead will likely reinforce the sense that the US economic strength contrasts with
developments in Europe and Japan.
Key
Events In The Current Week – ZH
Europe’s Week Ahead – WSJ
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
In the US, attention continues to be directed at inflation and the
housing market. US inflation is set to be the main focus next week, as the
release of PCE figures should provide us with more information on when
inflation is likely to reach the Fed’s 2% target… In the eurozone, the focus remains on the risk
of outright deflation. Hence, we expect a new cycle low of 0.3% y/y in eurozone
inflation in August.
Strategy – Danske
Bank
US and Chinese growth set to moderate during H2 * Global growth to stay
robust and provide support to risk assets * Euro manufacturing slows, while domestic
sector stays strong * Bond yields driven lower by structural flows
The Week
Ahead – Handelsbanken
US Capital
goods shipments likely strong in July * Swedish sentiment broadly sideways in
August; soaring retail sales growth forecast in July * Norway: Fairly stable unemployment, and a
modest contraction in retail sales * EMU: Low inflation persists - barometer
has peaked
Week Ahead – Nordea
In the US we are expecting PCE price indices and the core rate to come
out in line with consensus Friday. The Euro Area week commences with ifo index
on Monday which is expected to decrease like last month. We expect a splitted
Swedish economy with weak industry data while retail sales and household debt
should grow. Norwegian retail sales are expected to decrease when published on
Friday.
We have
revised our GDP forecast for Sweden down to 1.9% for 2014. It is very
different from Norway where mainland GDP grew a stunning 1.2%
q/q in Q2.
Viikkokatsaus: Euroalueen inflaatio lähestyy nollaa –
Nordea
Mennyttä: Yhdysvallat ennakoitua vahvempi * Euroalueelta
vaisuja lukuja * UK: Inflaatio hidastui Tulevaa: Yhdysvallat: Inflaatio
ennallaan * Euroalue: Inflaatio uusiin pohjiin * Suomi: Työttömyys nousee
STOCKS
Weekly
Market Summary – The
Fat Pitch
This was an
incredibly quick fall and recovery to a new high… This type of strength, as we have seen before, is usually followed by
further gains. Two studies follow that demonstrate this tendency well.
CREDIT
Weekly Credit Update – Danske
Bank
Credit spreads tightening again after widening
in early August.
Euro rates update – Nordea
FOREX
FX Outlook: Dollar Stretched, but will it
Correct? – Marc
to Market
EMERGING
EMEA Weekly – Danske
Bank
Deflationary pressures
strengthen in CEE
EM Preview: The Week Ahead – Marc to Market
EM Bond Snapshot – Danske
Bank
Trying to avoid geopolitical risk – so we bet on Mexico
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet