Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
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Weekly Scoreboard – Between The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Bonds worst
run since "taper tantrum" sends stocks to 4-week lows
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
Wall St Week Ahead – Reuters
Fed change unlikely to blunt equities' appeal over bonds
What to Watch in the Week Ahead and on Monday – Reuters
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
FOMC meeting likely to put forward the timing of the first rate hike, close
to 50-50% chance of a change to the forward guidance, will mark a hawkish shift
in the Fed’s stance * Results of the ECB’s first auction on its new targeted loans
(TLTROs). Our estimate of the take-up (EUR97bn) is not that high. Hence, we do
not expect the ECB’s new easing measures to provide a big boost to liquidity yet
* The Scottish vote for independence (18 Sep) is set to attract many headlines.
We expect ‘no’. A ‘yes’ would bring significant negative market reaction * General
elections in Sweden (14 Sep) could
lead to a change of power.
Strategy – Danske
Bank
We see a 40-50% chance of a change to the Fed’s forward guidance next
week * Higher short US yields might
increase market volatility but we remain positive on risk assets in the medium
term *
German exports gave a little light in the euro area * Low Chinese
inflation gives policy flexibility
Week Ahead – Nordea
A very eventful week awaits. In the US, the FOMC
meeting and inflation will be the focal points. TLTRO allotment, German ZEW and
inflation from the Euro area. BoE minutes and Scotland's
independence referendum will shape the week in the UK. Elections
in Sweden and
central bank meetings in Norway and Switzerland are also
among next week's events.
Macro
Week Ahead: All roads lead to Big Thursday – TradingFloor
This high
octane week is all about Thursday September 18, on which the FOMC, SNB,
Scottish Referendum and pricing of Alibaba all fall. The Scot's choice will be
critical to sterling values while the Alibaba IPO looks set to be a unique,
one-off listing.
Scandi markets ahead – Danske Bank
Viikkokatsaus – Nordea
STOCKS
Weekly
Market Summary – The
Fat Pitch
CREDIT
Weekly Credit Update – Danske
Bank
Slightly bearish tone in credit markets this
week * Full throttle ahead in the primary markets * New methodology for banks flagged
by Moody’s * High regulatory activity in the financial market.
Euro rates update – Nordea
FOREX
FX Outlook – Marc
to Market
Next week may very well be one of the most important weeks of the year. There are a number of events that
individually and collectively have the potential to spur significant moves
across the capital markets. These events
include the Scottish referendum, FOMC meeting, and the launch of the ECB's
TLTRO facility.
The Week
ahead in FX: FOMC, SNB and Scottish vote! – TradingFloor
An
action-packed week awaits for FX traders with a critical FOMC meeting next
Wednesday and the Scottish independence referendum hot on its heels on
Thursday. On top of that there's a potentially pivotal Swiss National Bank
meeting. Saxo's John Hardy guides us through a very busy week ahead.
EMERGING
EMEA Weekly – Danske
Bank
Central banks contradict
policy choice
Emerging
Markets: The Week Ahead – Marc
to Market
EM FX: From divergent to generally weaker – Nordea
Differences in EM asset performance have been quite evident over the past
year. The CEE currencies are weaker so far this year while the rest of EM FX is
generally stronger. Historically, US yields become a driver for EM FX as soon as
they start moving. This time – perhaps in anticipation of a wording change at
next week’s FOMC meeting – EM FX correlations with US yields are already on the
rise even though US yields have barely moved. General EM FX weakness could be
ahead.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet