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
"Unrigged" Close Buying-Panic Saves S&P 2,000 For Long
Weekend
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
EU, NATO summit: Russia in focus * ECB: stepping up the stimulus... soon
* US non-farm payrolls: going strong
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
5 Things to Watch on the Economic Calendar – WSJ
Employment Report, ISM surveys, ADP Survey, Beige Book
Wall St Week Ahead – Reuters
U.S. coal stocks could gain on Russia tension
EU Week Ahead – WSJ
Leaders’ Summit, Iran Talks, ECJ
Weekly Market Outlook – Moody’s
Key
Events In The Coming Week – ZH
Busy
Week Ahead, but ECB Meeting Stands Out – Marc
to Market
The week
ahead is packed with events and data. The
monthly cycle of purchasing managers surveys
and the US jobs report are featured. There are
also central bank meetings in six high-income countries and three emerging
markets. Given the recent geopolitical
development, in Ukraine, as well ISIS, will give the NATO meeting extra
significance.
Weighing the Week Ahead – A Dash of Insight
Will job
growth sustain the rally?
Weekly Focus – Danske
Bank
ECB meeting no action, but options left open in a very dovish statement *
Strong US employment report * BoJ softer statement * Softer manuf. PMI from
China
Strategy – Danske
Bank
US recovery gains traction, while euro area weakens * Rising debate on
first Fed hike, while the
ECB eyes QE * Risk appetite affected by Ukraine crisis and high
expectations for ECB QE * Low euro yields indicate pain in pension sector
Week Ahead – Nordea
We are expecting a strong jobs report Friday from the US. The key event
from the Euro Area is obviously the ECB meeting on Thursday. We expect soft
words from Mario Draghi and an open mind, some more insight into an upcoming
ABS purchase programme, but no rate cuts and no QE either. We expect no
surprises in the UK policy rate at the September MPC meeting.
Viikkokatsaus: Vain Yhdysvallat näyttää vahvuutta – Nordea
Euroalueen inflaatio osui odotuksiin | Suomen työttömyysaste
oudon matala | EKP odottaa ja katsoo | BoE, BoJ ja Riksbanken aloillaan
FX
Update: This week´s data bonanza – TradingFloor
We’ve got
no less than six G10 central bank meetings this week, not to mention the latest
round of important first-of-the-month data from the US. Hopefully this means that rumours
of the death of FX volatility have been greatly exaggerated.
Week
Ahead: Forget market consensus – expect ECB rate cut – TradingFloor
The markets
do not expect the European Central Bank to lower the benchmark rate from 15 basis
points this week. But we are sticking our neck out and see the possibility of a
reduction of 15 basis points to zero. Elsewhere, Ukraine/Russia volatility will
continue, though the market has repeatedly demonstrated a surprising ability to
shrug off these events.
Busy week
ahead, with central banks and PMI readings the main themes * ECB decision set
to dominate the week – will Draghi disappoint? * US will focus on August
nonfarm payrolls, whilst Asia
will watch China PMI, Australia’s 2Q GDP and expected non-event
rate decisions from the RBA and BoJ
Busy
Week Ahead, but ECB Meeting Stands Out – Marc
to Market
The week
ahead is packed with events and data.
The monthly cycle of purchasing managers surveys and the US jobs report are featured. There are
also central bank meetings in six high-income countries and three emerging
markets. Given the recent geopolitical
development, in Ukraine, as well ISIS, will give the NATO meeting extra
significance.
STOCKS
Weekly
Market Summary – The
Fat Pitch
Faster SPX
sales growth, at this point, does not appear imminent. The consensus for growth of about 3.5-4% is
about right. What has driven the higher rate of growth in earnings has been
corporate margins.
CREDIT
Weekly Credit Update – Danske
Bank
Continued speculation about forthcoming QE
from ECB * Moody’s upgrades its outlook on the Danish banking system * Increasing
activity in Nordic local markets
Euro rates update – Nordea
FOREX
FX Outlook – Marc to Market
EMERGING
EMEA Weekly – Danske
Bank
Renewed Ukrainian tensions
could spook the markets
EM Preview: The Week Ahead – Marc to Market
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet