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Saturday, August 9

9th Aug - 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

Tyler’s Weekly European Market WrapZH
Europeriphery Bond Spreads Surge, Germany Suffers Worst 2-Week Run Since 2011

Tyler’s Weekly Market WrapZH
Dow Surges To Best Friday Since January Amid Geopolitical Chaos

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
Euro Q2 GDP: Putin weighs on weak recovery * ZEW investor confidence: big dent reflects market setback * UK labour market: going strong * Turkish presidential elections: Erdogan

UK CalendarHandelsbanken

Economic CalendarHandelsbanken

Kiron Sarkar’s Weekly Report – The Big Picture

Weighing the Week AheadA Dash of Insight
The Market Risk from Current Crises

5 Things to Watch on the Economic CalendarWSJ
Tue: Job Openings and Labor Turnover survey, Small Business Optimism, Business expectations of unit costs Wed: July retail sales report. Thu: Q2 Household Debt and Credit Report.

Wall St Week AheadReuters
Dividend payers attractive again as bond yields fall

Week AheadBloomberg

Europe’s Week Ahead: Growth, Or the Lack of It WSJ
With the Italian economy returning to recession, more evidence of the lack of growth in the euro zone as a whole is on the agenda next week, when the second quarter gross domestic product figure is due for release. Elsewhere, U.K. employment data and the quarterly Inflation Report from the Bank of England will also keep investors busy.

Weekly Market OutlookMoody’s

Weekly Focus: Recovery continues despite political unrestDanske Bank
Equities fell and bonds rose on the intensification of the Ukraine crisis, though this should also be seen as a correction following recent major equity price gains. The unpredictable political situation means the markets are also difficult to gauge.

Strategy – Danske Bank

Week AheadNordea
Another week of second-tier data out of US, with PPI being most important. Q2 GDP numbers out of the Euro Area are expected to show stagnation in the region, with a small minus for Germany. BoE will publish their inflation report, we expect only minor changes. Chinese CPI will be a non-event, instead have a look at the PPI, which is expected to fall yet again. Japan will deliver one of the worst GDP readings on record. Next week also offers inflation from Sweden and Norway.

Scandi markets ahead – Danske Bank

Viikkokatsaus – Nordea
Weekly Credit UpdateDanske Bank
Volatility still low in the European credit markets despite BES and Russia worries * Record issuance in European HY market in the first half of 2014 * Russia imposes import restrictions on agricultural goods; we assess the impact on companies under our coverage

Euro rates updateNordea

FX Outlook: Pause in US dollar rally – Marc to Market

EMEA WeeklyDanske Bank
Russia bans food imports in reply to western sanctions

EM Preview: The Week Ahead – Marc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –

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