World
Economy Week Ahead
– BB
The
World Is Waiting for Powell’s Signals - global policy makers to converge at
Fed’s Jackson Hole meeting
Take
Five: World markets themes for the week ahead – Reuters
Fed’s
Jackson Hole, speech on Friday * PMI trouble expanding * Italy’s bond markets and
early elections * Stronger yen * Yield curve inversions, bank stocks falling
Key
events in developed markets next week – ING
Don't
be fooled by a light calendar - with increasing global growth worries and
ongoing trade tensions, this week might be an important one. Also, look out for
the FOMC minutes and the Fed's annual symposium in Jackson Hole, Wyoming next
week
Week
Ahead
– Nordea
Relief
schmelief, says the US yield curve * The currency war is back with a vengeance
* Will Powell come out with his guns blazing in Wyoming?
Weekly
Focus
– Danske
Bank
US:
manufacturing PMI to tick below 50, FOMC minutes and the Jackson Hole
Conference. Euro area: fragile manufacturing sector not about to recover. A
further plunge in PMIs. ECB minutes.
Macro
Weekly
– ABN
AMRO
More
twists in trade war: US delays part of fresh China tariffs * US recession fears
rise, as 2-10 yr yield curve inverts; consumer holds up * Eurozone slows:
Germany close to a recession, Netherlands outperforms * China: Activity data
dip in July, after jump in June; more support likely * EM: yuan depreciation
‘controlled’, Argentine peso in freefall
China
Weekly
– Danske
Bank
Data
point to more weakness in Q3, China plans more consumer stimulus * Hong Kong
protests calm down after violence hits a new peak * Another bumpy week in the
trade war
Weekly
Market Comment
– Marc
Chandler
A
Vicious Cycle Grips Markets
Week Ahead – FT
Jackson
Hole, Fed and ECB minutes, Italy