Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
FRIDAY CLOSE
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
Succinct summation of week’s events – The
Big Picture
The Week That Was – ZH
NEXT WEEK
Schedule for Week –
Calculated Risk
This will be a busy
week for economic data. A key report will be July retail sales to be released
on Tuesday. Also there are two key
housing reports that will be released later in the week; housing starts on
Friday, and the homebuilder confidence survey on Thursday. For manufacturing,
the July Industrial Production survey, and the August NY Fed (Empire State) and Philly Fed surveys will be released this week. For prices, PPI will be released on Wednesday,
and CPI on Thursday.
Economic Calendar – Berenberg
(pdf)
Eurozone Q2 GDP:
German bounce, French struggle, recession easing elsewhere * Japan Q2 GDP: Bank
of Japan stimulus boosts growth * Bank of England minutes: how united is
Carney’s MPC?
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Wall Street's
spotlight will fall on the consumer next week. Investors will look to earnings
from major retailers and data on consumer spending with the hope that the
numbers will show that Americans have indulged in some retail therapy in recent
weeks.
(video) Asia Week
Ahead – Reuters
(video) US Week Ahead – Reuters
Weekly Focus: Europe moving from recession to
slow growth – Danske
Bank (pdf)
With a bit of luck,
new data should confirm that the recession in the eurozone ended in Q2 13. US retail sales,
housing market data and consumer confidence should point to improvement. We
expect strong GDP growth data from Japan but slowing credit growth in China
Week Ahead 12 – 16 Aug – Nordea
(pdf)
US: retail sales, CPI
and consumer sentiment. The USD has weakened over the past trading session, and
the focus on the tapering debate will make these numbers closely watched. Euro
zone: Growth numbers from the Euro zone will be out next week. Data has
recently been on the strong side, with surprise index about to reach its
turning point. Could next week´s numbers be a trigger for somewhat lower rates? UK: Minutes, CPI and unemployment. It´s hard to
imagine a more exciting week in terms of UK events for the currency and rates. Japan can look forward to a strong Q2 growth
report next week. This, in turn, can affect the market´s expectation of the
consumption tax hike, however, the implication for the currency is not
clear-cut.
Weighing the Week
Ahead – A Dash of Insight
FX Outlook – Marc to Market
The main tension in
the foreign exchange market is between positions adjusting pressures, which are
US dollar negative, and widely held ideas that the trajectory of growth and
interest rate differentials favor the US, which is dollar positive.
Weekly Credit Update – Danske
Bank (pdf)
Wait-and-see mode in
credit markets. Continued focus on risk-weighted assets. Very limited primary
market activity.
EMEA Weekly: Week 33 – Danske
Bank (pdf)
Between developed market
recovery and emerging market slowdown
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet