Google Analytics

Saturday, July 27

27th Jul - Weekender: Weekly Support

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

Previously on MoreLiver’s:

Follow ‘MoreLiver’ on Twitter or Facebook

Friday News – Between The Hedges
Friday Markets – Between The Hedges
Europe: Best (And Worst) Week Of The Year – ZH
US: Miracle On NYSE - 150 Point Vert Ramp Closes Dow Green – ZH
Weekly Scoreboard – Between The Hedges
US market portrait – Portfolio Probe

The Economist’s Weeklies:

The Weekenderbeyondbrics / FT

The Weekenderalphaville / FT

Succinct summation of week’s eventsThe Big Picture

The week that wasZH

Podcast: SAC’s Disaster; Facebook’s BonanzaMoneyBeat / WSJ
Federal prosecutors filed criminal charges against hedge-fund SAC Capital, Facebook stunned Wall Street with a blowout quarter and earnings season keeps chugging along.

Schedule for WeekCalculated Risk

The key reports this week are the Q2 advance GDP report on Wednesday, and the July employment report on Friday. Other key reports include the ISM manufacturing index on Thursday, auto sales also on Tuesday, and Case-Shiller house prices for May on Tuesday.   The June Personal Income and Outlays report will be released on Friday. Also there is an FOMC meeting on Tuesday and Wednesday.  Overseas, the ECB and BOE will hold monetary policy meetings, and China's PMI will be released.

Economic CalendarBerenberg (pdf)

Economic CalendarHandelsbanken (pdf)

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
The coming week on Wall Street could be a summer blockbuster, with the marquee featuring a triple bill: the Fed, jobs and earnings.

(video) Europe Week AheadReuters
Central bank clues and 'Super Tuesday'

(video) Asia Week AheadReuters
China slowdown will stick to the script

(video) US Week AheadReuters
GDP, Jobs and D-Day for Dell

Week Ahead 29 Jul – 2 AugNordea (pdf)
US: Next week is crowded with data that could provide clues regarding the timing of the start of tapering. NFP, GDP, ISM and the FOMC meeting on Wednesday will be key events for the USD. Euro zone: With strong PMIs and a solid IFO the probability for a rate cut has declined. However, short EUR rates have picked up somewhat which makes bets for a dovish ECB next week look interesting. UK: Last month, BoE surprised by following in the footsteps of the ECB with a vague form of forward guidance. An official assessment will be provided alongside the inflation report on August 7, but markets will likely scan next week´s statement for clues.

Weighing the Week Ahead: Are You Ready for Action? A Dash of Insight

1) The FOMC announcement – continuing speculation about tapering of QE purchases 2) GDP news – which some will seize as evidence of recession 3) Another big week for earnings announcements.
FX Outlook: A Week of Fundamentals Marc to Market

Fundamental Keys in the Week AheadMarc to Market
The week ahead is chock full of fundamental events, and is, arguably, the most important week for the next month. Indeed, the events this week will help shape expectations for the period ahead. The US dollar has been trading with a heavier bias against the major currencies, and the events this week have the potential to set the stage for a recovery.

Emerging: Week Aheadbeyondbrics / FT

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


Follow ‘MoreLiver’ on Twitter or Facebook