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Saturday, July 5

5th Jul - 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 Monitor – Global Macro Monitor

Weekly market wrapZH
European Stocks Slide, Close At Lows On Austrian Bank Concerns

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
China: trade rebound * Germany: solid industrial production growth * BoE meeting: on hold for now

Economic CalendarHandelsbanken

UK Weekly – Handelsbanken

5 Things to Watch on the Economic Calendar – WSJ

Kiron Sarkar’s Weekly Update – The Big Picture

Wall St Week AheadReuters
Double-digit profit growth may return in Q2

Weighing the Week Ahead A Dash of Insight
Time for a Mid-Course Correction?

Week AheadBloomberg

EU Week Ahead - WSJ

Ukraine and Juncker in the Parliament

Europe’s Week AheadWSJ
It’s the turn of the Bank of England to hog the limelight next week. The U.K.’s central bank unanimously decided to keep rates on hold at its last meeting. But as the unemployment rate continues to edge lower, could a rate hike come sooner than the market expects? Elsewhere, there are industrial production figures due throughout the region, while eyes will also turn to the release of the minutes from the latest meeting of the Federal Reserve’s Open Market Committee.

Weekly Market Outlook – Moody’s

Weekly FocusDanske Bank
Fed will release minutes from its 17-18 June meeting on Wednesday. These will reveal whether there has been discussion among the FOMC members regarding the monetary policy * Industrial production figures in the four biggest countries in the euro area are due for release. We expect to see a lagged effect in the figures from the weaker global growth in Q1

Strategy: Difficult for Fed to remain very dovishDanske Bank
Slack in US labour market decreasing fast * Fed expected to turn less dovish during summer/autumn * US bond yields are looking vulnerable, particularly in the short end of the yield curve * Fewer restrictions in TLTRO programme than expected should support further lower Eonia
rates and further periphery yield compression

Week AheadNordea
The Fed will deliver minutes and Bank of England will have their MPC meeting - likely reaffirming their continued stance. CPI will be out from Norway and Sweden with the latter in focus after a Riksbank surprise cut. Furthermore, China will present trade and inflation data.

Scandi markets ahead – Danske Bank

Viikkokatsaus – Nordea

Weekly Market SummaryThe Fat Pitch
Net, a small bump higher in rates and the end of Fed stimulus in themselves are not things with which to be concerned. The caveat, and this is key, is that macro growth, and therefore SPX revenue growth, must now pick up. These are the things with which to be concerned.

Weekly Credit UpdateDanske Bank
‘The hunt for yield’ is still the main theme on the credit markets * The Bank For International Settlements (‘BIS’) warns of low interest rates * Strong job report from the US puts pressure on the Fed * The ECB leaves rates unchanged * Divergence between US and EUR macro outlook and central bank policy.

Market Data Highlights – Moody’s

Euro rates updateNordea

FX OutlookMarc to Market
Dollar Technicals not as Strong as Fundamentals

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

EM Preview: The Week AheadMarc to Market

Commodities UpdateDanske Bank
The past week in commodity markets has been about mounting supplies and further improvement in the Chinese economy * Consequently, we have seen some big moves. Oil and grain prices have dropped on an improved supply situation, while base metal prices were lifted on increasing demand from China * Next week could prove just as interesting with Chinese foreign trade data and the IEA oil market report and USDA WASDE on the calendar.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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