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 Close At Record High On Worst Jobs Number Of 2014
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
German, Chinese trade data: moderate growth * UK
manufacturing: going strong in July, Ukraine hit still
to come * Eurozone finance minister meeting: Greece, Ireland, budgets
and reforms in focus
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
Wall St Week Ahead – Reuters
Leveraged ETFs, lovers of market waves, lose favor amid the calm
EU Week Ahead – WSJ
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
US: light week with retail sales and Michigan consumer
sentiment survey. Euro area: industrial production for July, how Q3 will turn
out in terms of real activity. China: consumer
prices, credit and foreign trade data for August. Japan: minutes of
August BoJ meeting. Scandinavia:
inflation numbers
Strategy – Danske
Bank
The new ECB stimulus supports risk assets and a rebound in euro area
growth into 2015 *
Very strong US data
intensify debate on Fed policy * More USD strength ahead * Bank of Japan less
dovish than expected but government reshuffle weakens JPY
Week Ahead – Nordea
In the US next week’s
most important release will be Friday's retail sales. The Euro Area will have a
very light agenda this week with July' s industrial productions number and
preliminary inflation data. China will come
out with new loan, inflation and exports data. In Sweden CPI and unemployment
will be in focus next. Also in Norway CPI inflation will be the key figure in
focus. In Russia, the CBR
will announce interest rates. We expect no changes, but it will be a close call.
Scandi
markets ahead – Danske
Bank
Inflation
week coming up
Viikkokatsaus – Nordea
STOCKS
Weekly
Market Summary – The Fat
Pitch
There's
nothing bearish in the latest data - in fact, it fits the recent pattern
perfectly - but it should moderate expectations that economic growth is
accelerating and that inflation will imminently turn higher… strength, as we have said, rarely marks the end
of an uptrend. Momentum should carry SPY higher… The upside may not be great.
CREDIT
Weekly Credit Update – Danske
Bank
ECB lowers policy rate further and initiates purchase programme for asset-backed
securities
Euro rates update – Nordea
FOREX
FX Outlook – Marc to Market
EMERGING
EMEA Weekly – Danske
Bank
Hopes of geopolitical de-escalation lift Russian markets. Marek Belka
nearly promises a rate cut in October. Deflationary pressures in CEE increase.
EM Preview: The Week Ahead – Marc to Market
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet