Google Analytics

Saturday, June 23

23rd Jun - Weekender: Weekly Support

Here are the week in review and next week previewed-links.

Follow ‘MoreLiver’ on Twitter or Facebook.   


Weekly ScoreboardBetween The Hedges
Week in ReviewGlobal Macro Monitor
Weekly Eurozone WatchGlobal Macro Monitor
US market portrait 2012 week 26Portfolio Probe

Summary for Week Ending June 22ndCalculated Risk
In a reversal of fortune, the only recent good news has been from the housing sector...The Fed met last week, and decided to “continue through the end of the year its program to extend the average maturity of its holdings of securities” (aka Operation Twist). The bigger story was the sharp downward revision in the FOMC projections

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

Weekly Bull/Bear RecapRational Capitalist Speculator

Weekenderalphaville / FT

MarketBeat Week: Germany/Greece Square OffWSJ (podcast)

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week of June 24thCalculated Risk
The key US economic reports this week are May New Home Sales on Monday, April Case-Shiller house prices on Tuesday, and the May Personal Income and Outlays report on Friday. With the recent economic weakness, the high frequency manufacturing reports (Richmond, Dallas and Kansas City Fed surveys), the Chicago PMI, weekly initial unemployment claims, and consumer sentiment will be closely watched. In Europe, there is a summit in Brussels on Thursday and Friday.

Weekender: Deep economic collapses are dangerous Kiron Sarkar / The Big Picture
Global Week Ahead – BB (mp3)

Next Week’s Tape: Hanging On For Another EU SummitMarketBeat / WSJ

S&P 500 Earnings Week AheadReuters

Weighing the Week AheadA Dash of Insight

Global Business Activity ContractingThe Short Side of Long
No confirmation for further highs in a bull market. Corporate credit spreads continue to widen

Wall St Week AheadReuters
Wall Street navigated some potent obstacles this week, like Greece's elections and the Federal Reserve's slashing its U.S. economic growth forecasts, but the drama is not over.

Global Market Week AheadReuters
Fear and hope divide investors ahead of EU Summit

Weekly Credit UpdateDanske Bank (pdf)
Subdued effect from the positive outcome in Greece. Comforting report from Fitch on Nordic banks. Primary market activity remained high

Weekly Focus: Time for another important EU summitDanske Bank (pdf)
In the US it is time for core PCE, durable goods orders and finally consumer confidence. However, keep an eye on the Fed speeches next week. In the euro area, focus is set to be on the EU Summit on 28-29 June. The main issues are to agree on a plan to create a fiscal union and banking union and discussions on whether the EFSF should start buying bonds in the secondary markets.

Government bond auctionsSaxo Bank

EMEA Weekly - Week 26Danske Bank (pdf)
Undoubtedly, the most interesting event next week will be the interest rate decision
in the Czech Republic.

Highlights from Monday’s FTfmalphaville / FT

Agenda - euobserver
Another 'make-or-break' EU summit next week

Emerging: Week Aheadbeyond brics / Financial Times

Economic Calendar –
Monthly Economic Calendar –
Economic Calendar – BB

EU calendar –
Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank

Follow ‘MoreLiver’ on Twitter or Facebook.