Last week
in review, next one previewed. This post will be updated later.
Previously on MoreLiver’s
LAST WEEK
Prices
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Week in
Review – Global Macro Monitor
US Market Portrait Week 41 – Portfolio Probe
Summary for Week ending Oct-5 – Calculated Risk
This was a very busy week for US economic data, capped off with an encouraging employment report…Most of the other economic data was somewhat positive too (even without housing!). Both ISM surveys (manufacturing and service) were weak, but above expectations. And auto sales were at the highest level since February 2008.
US Market Portrait Week 41 – Portfolio Probe
Summary for Week ending Oct-5 – Calculated Risk
This was a very busy week for US economic data, capped off with an encouraging employment report…Most of the other economic data was somewhat positive too (even without housing!). Both ISM surveys (manufacturing and service) were weak, but above expectations. And auto sales were at the highest level since February 2008.
The Weekender – beyondbrics / FT
The Weekender – alphaville / FT
Weekly Wrap – A View From My Screens
(podcast) MarketBeat Week – MarketBeat
/ WSJ
In this week's edition of the MarketBeat Week
podcast, host Stephen Grocer, Steven Russolillo and Real Time Economics editor
Phil Izzo, discussed the positives and negative aspects of the September jobs
report.
Week in Review: Private Equity Firms Counting
Their Cash – DealBook
/ NYT
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule for Week of Oct-7 – Calculated Risk
Early in the week, the focus will be on Europe with a report due on Greece, the ESM becoming active, and a finance minister meeting. The key US report for this week will be the August trade balance report on Thursday.
Next Week’s Tape: Earnings Season Kicks Off– MarketBeat / WSJ
Early in the week, the focus will be on Europe with a report due on Greece, the ESM becoming active, and a finance minister meeting. The key US report for this week will be the August trade balance report on Thursday.
Next Week’s Tape: Earnings Season Kicks Off– MarketBeat / WSJ
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Wall Street may be bracing for a pullback as U.S. earnings season
begins next week - if the clouds of profit warnings from bellwethers ranging
from FedEx to Hewlett-Packard lead to a downpour of lower profits - or even
losses.
Spain bailout eyed
China trade data, Geithner in Asia
(video) US Week Ahead – Reuters
Big S&P 500 names tamp down earnings hopes
Global Week
Ahead: Don’t hold your breath
– Nordea (pdf)
Global Week
Ahead (with Sweden) – Nordea (pdf)
After this week’s heavy calendar, next week will be notably calmer, especially in terms of economic data releases. Luckily, politics and corporate earnings reports will pick-up some of the slack. However, the most pressing questions are unlikely to be answered next week.
G10 Weekly: No doubt, central banks are dominating asset markets – Nordea (pdf)
After this week’s heavy calendar, next week will be notably calmer, especially in terms of economic data releases. Luckily, politics and corporate earnings reports will pick-up some of the slack. However, the most pressing questions are unlikely to be answered next week.
G10 Weekly: No doubt, central banks are dominating asset markets – Nordea (pdf)
Equity markets are apparently pricing in a
different story than rates markets. In our view, this dislocation with rates is
rather a reflection of central banks’ balance sheet expansion but perhaps also
the lack of investment substitutes when core government bond yields offer
negative real returns.
Weekly Preview: Say Something– BNY Mellon
Weekly Focus: Global PMIs are bottoming – Danske
Bank (pdf)
Market Analysis - Off Topic: A Letter To A
Friend – The
Short Side of The Long
Weighing the Week Ahead: Entering a Season of Fear? – A Dash of Insight
Weighing the Week Ahead: Entering a Season of Fear? – A Dash of Insight
FX Positioning and Technical Outlook: The Price of Protection – Marc to Market
The Weekly T Report – TF Market Advisors
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly, Week 41 – Danske
Bank (pdf)
Emerging: Week Ahead – beyondbrics / FT
World:
The Week Ahead – FT
CALENDARS
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat
REFERENCE
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank