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:
Market charts:
EURUSD stuck in a range. Weekly flag, or horizontal range?
DAX and S&P 500 in a range after the sell-off. Breakout when and to what direction?
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s Weekly
Wrap
– ZH
Dow
Drops To 17-Month Lows As Hope-Filled Dead-Cat-Bounce Dies
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
Economic Calendar – Handelsbanken
UK Weekly Agenda
& Wrap up
– Handelsbanken
5 Things to Watch
on the Economic Calendar – WSJ
Wall
St Week Ahead
– Reuters
Global
concerns may shrink Wall Street's Q3 estimates
Weekly Market
Outlook
– Moody’s
Weighing the Week
Ahead
– A
Dash of Insight
Sometimes
the calendar dictates the agenda. The Labor Day weekend marks the official end
of a summer that was eventful for markets. The punditry will be asking: What is
your (revised) EOY target for stocks?
In
the US, next week’s calendar offers only second-tier data releases, which
usually have no major market impact. In the Euro area very few data will be on
the agenda this post-ECB week. In China, all data for August will likely
receive attention, given current concerns about the slowing Chinese economy. In
the UK we expect the BoE to keep its monetary policy stance unchanged. Also,
next week’s events include core inflation and Regional network from Norway and
inflation from Denmark.
Strategy – Danske
Bank
We
see rising downside risk to growth in all regions * Especially manufacturing is
vulnerable * China falling behind the curve on stimulus * The ECB to deliver
the put–not the Fed this time
Weekly Focus: ECB
to extend QE programme – Danske
Bank
Markets
are trying to survey the extent of weakness in emerging markets, in particular
China,
and the spillover to developed markets. Data released this week could give the first
indications.
Macro Weekly: Here
comes more QE from the ECB– ABN
AMRO
Financial
markets remain volatile as worries over developments in emerging economies and
the global economy continue to affect confidence. While we think that some of
these concerns are exaggerated, market turmoil could lead to a self-fulfilling
prophecy. Risks to the downside are rising. Policymakers are likely to react to
that threat. We have therefore changed our view on the likely policy actions by
the ECB and the Fed. We believe the ECB is set to step up the size of its QE
programme and we think the Fed will delay its first rate hike and not raise
rates in September.
FX4 Next Week – TF
JPY
poised for further strength against EUR, CHF * EURCHF primed to gain on decline
of CNF safe-haven bid * CAD facing economic, political headwinds going into fall
Any return of risk-off will likely take a kick at the kiwi
FX Outlook – Marc
Chandler
The
US dollar gained against most of the major currencies last week. A notable exception was the Japanese
yen. Steep equity losses and drop in bond
yields provided the yen with the customary fillip.