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
High-yield credit's
worst week in 15 months sends stocks sliding
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
5 Things to Watch on the Economic Calendar – WSJ
The
Macro Week Ahead: How strong is too strong for USD? – TradingFloor
The rise of
the US dollar looks inexorable at the moment, but overall, I advise caution and
a gravitation towards the downside to market-defensive positioning this week.
Event
Risks in the Week Ahead – Marc to
Market
Wall St Week Ahead – Reuters
Bank stocks, seen as cheap, still attract caution
Weighing
the Week Ahead – A
Dash of Insight
What Will
be the Message from the Economic Data Deluge?
The 10 most
important charts of the week – Quartz
Europe’s Week Ahead – WSJ
Main
attention will be on the European Parliament, where lawmakers will spend the
next few days grilling the fresh crop of nominees to head the European
Commission, the EU’s executive arm.
Weekly Market Outlook – Moody’s
Global economy week ahead: While ECB struggles, Fed sees recovery – Reuters
On one side
of the Atlantic they're trying to refill the
punchbowl. On the other they're getting ready to take it away. This
week, investors may get a clearer idea why.
Weekly Focus – Danske
Bank
Nonfarm payrolls and PCE inflation, both monitored closely by the Fed. The
ECB meeting will deliver further details on the upcoming purchase programme of asset-backed
securities (ABS). We expect euro area HICP inflation to decline from 0.4% y/y
to 0.3% y/y due to further decline in oil prices – a new cycle low.
Strategy:
More soft euro data adds pressure on the ECB – DanskeBank
More weak
data adds pressure on the ECB * Likelihood of real QE from ECB increasing * The
Fed is expected
to change forward guidance in October * Emerging markets in a fragile spot
Week Ahead – Nordea
Next week will offer the US Employment Report and ISM. The Euro area
faces a week focused on inflation and the ECB. The rise in UK house prices has
stabilised, we expect no new policy recommendation from the BoE's FPC. We
expect a pick up in retail sales in both Sweden and Norway.
Viikkokatsaus: Inflaatio hidastuu – innostuuko EKP? –
Nordea
Tulevaa USA: Työmarkkinat palautuvat * EKP:n osto-ohjelma
kiinnostaa * Euroalue: Inflaatio hidastuu lisää * Suomi: Velkaluvut Q2:lta * Mennyttä
Ostopäälliköt: Kasvu jatkuu * Euroalue: Kuluttajien luottamus laski * Saksa: IFO
-indeksi oli pettymys * Suomi: Kotimainen kysyntä heikkoa
Macro
Watch: Numbers reveal US manufacturing boom – TradingFloor
Markit
reports boom in US manufacturing * US housing also on upwards trajectory * Eurozone
manufacturing roughly in line with expectations
STOCKS
Weekly Market Summary – The Fat Pitch
Investors are starting to wonder whether a larger correction is underway
CREDIT
Euro rates update – NordeaCREDIT
FOREX
FX Outlook – Marc
to Market
Global FX Strategy - Markets in a QE mood – Nordea
Lacklustre take-up in the ECB’s TLTRO fuelled QE expectations. Neither
the EUR nor the bond market seems content with the ECB measures launched so
far. In short, lack of a “QE premium” in the EUR means we may see further
downside.
Hardy:
Busy week ahead for FX as USD hits two year high – TradingFloor
Saxo Bank's
Head of FX Strategy John Hardy gives us his detailed overview of the FX week
ahead with USD hitting a two year high, ahead of important US data and next
Thursday's ECB meeting. Using his charts John talks us through the possible
trades to take.
EMERGING
EMEA Weekly – Danske
Bank
Poland and Great Stagnation –
challenges for monetary policy
EM Preview: The Week Ahead – Marc to Market
COMMODITIES
High
supplies, fading demand and Ebola fears hit commodities – TradingFloor
Gasoline
gains on North American supply cuts * Crude oil held down by production surge *
Ebola worries send cocoa price soaring
In a trough – Nordea
Over the summer months oil prices came down sharply. This happened even
though late summer is the annual peak for oil demand and the time of the
highest risk of hurricane-related operational stoppages in the Gulf of Mexico.
Also, there has been considerable political unrest in central oil-producing
countries.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet