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Saturday, June 22

22nd Jun - Weekender: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here.

It is going to be a dull week on the macro number front: German IFO index on Monday, US durable goods on Tuesday are the main events. I guess the Asian interbank crisis, US Fed tapering and the traditional euro crisis will dominate the headlines. Thursday’s business and consumer survey from Europe is also bound to disappoint. I will update the missing links as soon as they are available. Next up, big weekender posts and updating my 'Fed Watch'-special.

Previously on MoreLiver’s:

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Roundups & Commentary
Markets – Between The Hedges
Europe: Stocks Plunge To Worst Week In 13 Months – ZH
US: Treasuries' Worst Week In 50 Years; Stocks Worst Week In 2013 – ZH

Weekly Scoreboard – Between The Hedges
US market portrait – Portfolio Probe

The Economist’s Weeklies:

The Weekenderalphaville / FT

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

The Week That WasZH

Podcast: Overreaction, or the Right Reaction?MoneyBeat / WSJ

Week in Review: Cracking Down on ConsultantsDealBook / NYT
Regulator in New York sets tough bank fine. | Regulators are divided regarding consultants. | Consultants may face tighter rein from Albany. | Headhunter for the rich turned on them, says Andrew Ross Sorkin.

Schedule for WeekCalculated Risk
There are two key housing reports to be released this week: New Home sales for May and Case-Shiller house prices for April.   Other key reports are the third estimate of Q1 GDP on Wednesday,  and the May Personal Income and Outlays report on Thursday. For manufacturing, the Dallas, Richmond, and Kansas City regional manufacturing surveys for June will be released this week.

Economic CalendarBerenberg (pdf)
New addition, also includes important events and short comments where necessary. 

Economic CalendarHandelsbanken (pdf)

S&P 500 Earnings Week AheadReuters

Wall Street Week Ahead: Stocks face more hurdles after Fed turbulenceReuters
Bargain-hunters beware! Wall Street's 2 percent weekly fall may not be the buying opportunity for stocks that it might seem.

(video) Europe Week AheadReuters
Bruised investors bid good riddance to Q2

(video) Asia Week Ahead: – Reuters

(video) US Week AheadReuters
Don't sweat the selloff -strategist

Weekly Focus: Fed talk makes markets tumbleDanske Bank (pdf)
The most important US release will be durable goods orders where we expect a relatively weak report.

Week Ahead: 25-28 June 2013Nordea (pdf)
US: The release of the PCE deflator (Thursday) is still important for markets as Bernanke underlined that the pace of asset purchases is dependent not only on economic growth and the labor market but also on the inflation picture. Germany: Low Euro zone inflation in April may have been a significant factor in ECBs dovish turn. Hence, market participants will continue to watch inflation figures closely. German CPI is up for release next week (Friday).

Weighing the Week AheadA Dash of Insight

How Will Markets Digest the New Fed Message

FX Positioning and Technical Outlook  Marc to Market
The US dollar was trading at four month lows into the middle of last week against the euro, sterling and Swiss franc.  This was reflected in the Dollar Index, which was also at four month lows.   The greenback concluded the week with a strong three day advance that retraced a third to half of its decline since late May. 

Weekly Credit UpdateDanske Bank (pdf)
Grotesque market reaction is a symptom of a liquidity-driven rally. DONG carried through its hybrid exchange offer. Increased risk-weights at Danske Bank.

Commodities Update Danske Bank (pdf)
China fears the key worry for commodities, the violent sell-off seen over the past few days in risk markets has not left commodities untouched

EMEA Weekly, Week 26Danske Bank (pdf)

Emerging Markets Calendar – Handelsbanken (pdf)

Emerging: Week Aheadbeyondbrics / FT

Agenda this weekeuobserver
EU leaders will gather in Brussels at the end of the week to discuss both youth employment as well as further steps towards banking union.

EU Week Ahead June 24-28WSJ
EU's leaders descend in the second half to discuss economic policy. Topping the agenda for the Thursday and Friday summit will be soaring youth unemployment, finding finance for smaller companies, and piecing together a banking union.

Agenda - The Week Ahead 24-30 June 2013Europa
Committees and political group meetings, Brussels

Economic Calendar –
Economic Calendar –
Monthly Economic Calendar –
Economic Calendar – BB
EU calendar –


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