Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s roundup-post is here.
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LAST WEEK
Weekly Scoreboard – Between
The Hedges
Succinct summation
of week’s events
– The
Big Picture
Weekly Market Review – ZH
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic
Calendar – Berenberg
5
Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
Jobs Data as Fed Fodder;
Auto Sales * Spain lawmakers decide on Rajoy; McCain has primary challenge * ICBC,
Salesforce.com report earnings; U.S. Open tennis begins
EU Week Ahead – WSJ
Foreign
Ministers, Net Neutrality, Turkey
Wall St Week Ahead – Reuters
Jobs
data to be a big deal for record-high stocks
Weighing the Week
Ahead –
Jeff
Miller
This
week’s calendar is loaded with important data. Now that the Jackson Hole Fed
Conference is over, can we expect a policy change soon? Every data report this
week will get special scrutiny. Will the Fed get the signal to hike rates?
Week Ahead: US job
report and PMIs in focus – Nordea
Next
week’s key event in the US will be new job report and the ISM manufacturing
index, which we expect to confirm healthy growth in the economy. Euro Area
inflation should show a small uptick while unemployment should continue its
downtrend. The Chinese PMI readings will be rather soft while the UK figure
will show whether activity recovered after the slump in July. In the Nordics, we expect 0% q/q GDP growth
in Norway and a slight drop in retail sales as well as PMI figures in Sweden.
Weekly Focus: US
jobs report may tell how close a Fed rate hike is – Danske
Bank
US:
Jobs report for August on Friday, we estimate +175,000 payrolls in line with
consensus. Our estimate is below the prints of the last two months, but still
above the amount needed for
slack
to come down (estimated in the range of 75-150k) * Euro area: y/y inflation has
ticked up every month since April and we expect this to continue in August as
base effects will keep upward pressure on inflation * China: a clear risk of a correction lower in the
Caixin PMI manufacturing index which rose strongly in July. We estimate the
index will fall to 49.8 (consensus 50.2) and thereby close the gap to the
official PMI which was much more subdued in July
Weekly Strategy: A
checklist for the US economy – Danske
Bank
The
US economy is on a firmer footing as financial conditions are more supportive
and the drag
from
the low oil price is fading * The Fed is eyeing the next hike – job growth and
global risks are key for the timing * Euro area resilient to Brexit – we have
revised GDP growth higher * Stocks supported by low yields and fewer risks.
Bond yields low for longer, EUR/USD range bound.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Views
Weekly –
Scotiabank
It
All Comes Down To Nonfarm * World Trade Turns Higher — But Slowly And From A
Low Base * The Fed, Asset Bubbles And The Reach For Yield 7-8 * Global Auto
Sales Accelerate To Record Highs — Emerging Markets Rebound
Weekly Market
Outlook
– Moody’s
US
Financial Stability Improves Despite Easy Policy
Macro Weekly: Yellen
hints Fed hike edging closer – ABN
AMRO
Fed
Chair Yellen signals that case for a rate hike is stronger but remains
non-commital on the timing of the move * US growth momentum turning up,
eurozone flattening out * Japan looks set for renewed deflation, which will
trigger BoJ easing
Speculative
Positioning
– Marc
Chandler
Currency
Speculators Went Fishing
FX Outlook – Marc
Chandler
Summer
Lull Ends with a Bang
Weekly Macro Commentary – Marc
Chandler
Yellen Pushes Divergence
Front and Center