Here are the links to weekly summaries and previews of the next week. This post will be updated as new material comes in! A Weekender post will be out on Saturday. Next week will be dominated by Monday's Eurogroup meeting supposedly signing the second Greek bailout and on Wednesday Feb PMI's from Europe. US has a market holiday on Monday.You can follow me on Twitter or Facebook and email me for suggestions and requests. I also have an automated publication based on the twitter feeds I follow at paper.li
In case you missed these Friday treats:
Press Digest The Telegraph, The Economist and Der Spiegel
Best of The Week best ones collected to one post
Merkozy, Greece and old people Friday readfest and earlier, Greek Exit Collection - might become handy sooner than you think...
FRIDAY CLOSE
News (Fri evening) – Between The Hedges
Recap (Fri evening) – Global Macro Trading
LAST WEEK
Weekly Scoreboard – Between The Hedges
table of weekly changes
US Macro – Calculated Risk
little and mixed data, mortgage settlement and Greek debt discussions main events
DealBook’s Review – DealBook / New York Times
mostly business news
Market Week Wrap-Up – Trade The News / Pragcap
main events, stocks, FX
Succinct Summation – The Big Picture
summary of positives/negatives
Emerging markets – beyondbrics / FT
roundup of the ending week’s stories
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
US Macro – Calculated Risk
Jan home sales on Wed, new home sales on Fri
Next Week’s Tape – Market Beat / Wall Street Journal
US-centric events and earnings
Wall St Week Ahead – Reuters
If upcoming earnings from U.S. retailers are as unimpressive as the rest of the profit season has been, Wall Street could face a tough time justifying a stock market at nine-month highs.
Wall St Week Ahead – Reuters
If upcoming earnings from U.S. retailers are as unimpressive as the rest of the profit season has been, Wall Street could face a tough time justifying a stock market at nine-month highs.
Week Ahead – A Dash of Insight
-time for a turn in housing?
Summary Of Key Events – Goldman Sachs / Zero Hedge
-time for a turn in housing?
Summary Of Key Events – Goldman Sachs / Zero Hedge
Weekly Focus – Danske Bank (pdf)
Greece on Mon (solution probable, but collapse possible), European PMI’s.
Credit Weekly – Danske Bank (pdf)
Increasing spread volatility towards the end of the week, Moody’s puts European banks on review for downgrade.
Yield Forecast Update – Danske Bank (pdf)
Government bond auctions – Saxo Bank
US-heavy, minor bill sales in Europe, EFSF 6mo bills on Tue
EU: Week ahead – euobserver.com
EZ finmins in Brussels on Monday to close the Greek bailout, on Tuesday to brief non-euromembers, discuss fiscal treaties and macro
Emerging Weekly – Danske Bank (pdf)
Hawkish Turkish CB, Rouble strongest in 6 months, Polish numbers week’s most important event.
CALENDARS
Economic Calendar – fxstreet.com
Monthly Economic Calendar – fxstreet.com