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Saturday, June 28

28th Jun - W/E: Weekly Support

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

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Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Weekly market wrapZH
Panic-Buying Melt-Up Rescues Stocks From Red Close

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculatedRisk

Economic CalendarBerenberg
US non-farm payrolls: job growth continues * ECB meeting: more details on June measures? * Eurozone credit data: signs of improvement? * Global PMIs: firming recovery

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

5 Things to Watch on the Economic CalendarWSJ
Because of Friday’s observance of Independence Day, the U.S. faces a short workweek, but that won’t limit the number of reports out next week.

Weighing the Week Ahead: Economic Fireworks?A Dash of Insight
With the stunning decline in Q1 GDP, the health of the US economy has once again taken center stage. The week ahead is shortened by a Friday holiday, but is packed with important data releases… In a quiet, low volume trading environment, we could see some early fireworks!

Key events of the weekZH

Wall St Week AheadReuters
Short week, jobs data may bring back swings

Week AheadBloomberg
U.S. Jobs, Yellen, Lew, Tankan, ECB

Europe’s Week AheadWSJ
There’s set to be a double whammy next week as the European Central Bank holds it monthly meeting, the same day as the U.S. Non-Farm Payrolls are released.

EU Week AheadWSJ

After a week where everyone was focused on whether Jean-Claude Juncker would receive the nomination for the Commission’s top job — he did, in case you missed it — this week will start with the vote for the new president of the Parliament.

Weekly Market OutlookMoody’s
Soft Economy Implies Below-Trend Yields and Above-Trend Business Borrowing

Weekly FocusDanske Bank
Riksbank meeting expect a 25bp cut and a lowering of its interest rate path * ECB meeting less eventful as the ECB will now evaluate the effect of measures from June * US ISM manufacturing index and June employment report * Look for good news from China: NBS manufacturing PMI Index

Strategy: Where is the inflation? In asset pricesDanske Bank
Central banks create inflation – but not in consumer prices * Risk of creating new bubbles * New bond yield conundrum on the way? * US housing and capex picking up, core inflation rises further

Week AheadNordea
US ISM and Nonfarm payrolls, along with policy meetings from the ECB and the Riksbank. We will see Euro area Inflation and Norwegian Retail sales.

Scandi markets aheadDanske Bank
Dovish Riksbank ahead and dovish market pricing in Norway

Weekly Market SummaryThe Fat Pitch
The second quarter ends Monday. Over the past three months, equities underperformed bonds by 180bp. Utilities and energy were the equity sector leaders. Defensive sectors mostly beat cyclicals.

Weekly Credit UpdateDanske Bank
Divergence between US and EUR macro outlook and central bank policy.

Market Data HighlightsMoody’s

Euro rates updateNordea

FX Outlook: Dollar Shakes, but will it Break? Marc to Market

EMEA WeeklyDanske Bank
Belka should cut but will not. Romanian central bank likely to ease further next week.

EM Preview: The Week Ahead – Marc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –