Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week's 'Support' here.
This post will be updated as new material is published.
Follow ‘MoreLiver’
on Twitter
Previously
on MoreLiver’s:
Weekly EURUSD, DAX30 and S&P 500:
Weekly and Daily US 10-year Treasury bond yield
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s
Weekly Wrap – ZH
Biggest
Short Squeeze Since 2008 Bank Bailout And Epic VIX Rigging Sends Stocks Green
For The Week
Friday’s Price
Summary
– Global
Macro Monitor
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
NEXT WEEK
US
Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Monday: Eurozone CPI estimate - Cheap oil * Thursday: ECB refi rate - Dovish
comments * Friday: US payrolls - Stable trend
Economic Calendar – Handelsbanken
UK Weekly Agenda
& Wrap up
– Handelsbanken
5 Things to Watch
on the Economic Calendar – WSJ
Wall
St Week Ahead
– Reuters
Focus
turns to U.S. data as China slowdown looms
Weekly Market
Outlook
– Moody’s
Weighing the Week Ahead – A
Dash of Insight
Dramatic events reset agendas. People re-evaluate probabilities about
what is possible as well as the personal implications. Because the recent
market story is so big and so fresh the week will start with the punditry
asking: What are the lessons from the market turmoil?
Next
week, August employment and ISM reports from the US will provide tests of
whether the improving momentum reported in Q2 GDP is continuing. In the Euro
area the key event will be the ECB meeting on Thursday. Though also worth
noting, ECB Vice-President Constancio will be on a discussion panel at the
Jackson Hole Conference this Saturday. Also, next week’s events include Q2 GDP
estimates from Denmark and a monetary policy meeting in the Swedish Riksbank.
The Week Ahead – Handelsbanken
Eurozone: Lower inflation path makes ECB alert * Sweden: Repo rate to
remain unchanged; industrial production expected to increase * Norway: Credit
growth likely unchanged in July
Weekly Focus: China,
oil key in the short term – Danske
Bank
US:
Jackson Hole Symposium, major economic releases – payrolls and ISM. Euro area:
ECB-meeting. UK: PMI. China: stock market stabilized, but PMI coming up.
Macro Weekly: Back
on track after Black Monday? – ABN
AMRO
US
and European equities shook off Black Monday to end the week higher, though the
mood remained nervous against the background of worries about China and
emerging markets. Two key positives are helping to turn the tide. First of all,
policymakers are ready to respond. China
eased monetary policy this week and the Fed and ECB have made it clear they are
ready to adjust course if need be. Indeed, the risk that the Fed delays hiking
rates further, and the ECB steps up QE have increased significantly. In
addition, economic fundamentals are more positive than suggested by the extreme
worries about the global economy seen earlier in the week.
FX4 Next Week: QE
talk to torpedo EURUSD – TF
After
a week of panic selloff followed by an attempted comeback, there is the possibility
of a dramatic renewed deterioration as well as of an extension of the comeback
in risk appetite.
Weekly Market Summary – The Fat
Pitch
Waterfall events like the current one tend to most often reverberate into
the weeks ahead. Indices will often jump 10% or more higher and also attempt to
retest the lows. Volatility will likely
remain elevated for several months. But the fall in equity prices, which has
knocked investor sentiment to its knees, opens up an attractive risk/reward
opportunity for investors. Further weakness, which is quite possible, is an
opportunity to accumulate with an eye toward year-end. However, a quick,
uncorrected rally in the next week or two would likely fail.