Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here. This post will be updated as new material is published.
Previously on MoreLiver’s:
Weekly Scoreboard – Between The Hedges
Friday’s Price Monitor – Global Macro Monitor
Tyler’s Weekly Market Wrap – ZH
Grexit Anxiety Sparks Bond Bid As Stocks Skid To Worst Streak Since Jan
Succinct summation of week’s events – The Big Picture
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Next Week’s Agenda – Handelsbanken
World Week Ahead – WSJ
FOMC Meeting Carries Disruptive Potential
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
The Week Ahead – Marc Chandler
FOMC, Currency Wars, Greece and More
Global Economy Week Ahead – Reuters
All ears tuned to Fed language, Greek debt talks
Weighing the Week Ahead – A Dash of Insight
While few expect a change in Fed policy at this week’s FOMC meeting, it will still be the center of attention. With last week’s interest rate jump, I expect the theme to be: Is the market sending the Fed a message?
Greece, Draghi, OMT and Data Protection
Weekly Market Outlook – Moody’s
Weekly Focus – Danske Bank
FOMC meeting: updated projections, statement and press conference * Euro area negotiations between Greece and the Troika continue. It is still our view that an agreement will eventually be reached, but probably not before the negotiation partners are close to a deadline that is perceived as non-breakable * UK: MPC minutes, wage growth and the unemployment rate. * Japan: BoJ unlikely to announce any new easing measures on Friday * Norway: central bank to cut the policy rate by 25bp on Thursday, focus on updated projection path * Denmark: general election on Thursday, outcome should not have any major impact.
Strategy – Danske Bank
US growth rebounding as expected putting Fed on track for September hike * US bond yields have more upside over the summer * We’re still moderately positive on the stock market * EUR/USD to move lower eventually
Week Ahead – Nordea
Next week offers a lot of topics including several central bank meetings with the FOMC meeting topping the list. We expect rate cuts from Norges Bank and the Russian Central Bank. Furthermore, inflation figures are presented with US CPI inflation expected to leave negative territory. Greek negotiations seem never-ending, but we actually see a chance that some sort of an agreement could be reached by Thursday.
Macro Weekly – Data moving our way – ABN AMRO
Recent economic data has been more in line with our views on the global business cycle than in the last couple of months. US and Chinese data in particularly have started to improve. Japanese data is also firming while the eurozone economy continues to do nicely. The implication is that we can feel more confident that the Fed will hike rates in September, as we have been forecasting for some time.
Weekly Market Summary – The Fat Pitch
Long periods where the S&P trades sideways in a range is not unusual. There have been at least 15 similar situations in the past 35 years, about one every two years. Some of these have lasted as long as two years. Most of these have resolved with the S&P moving higher. We've been in a trading range for 7 months; settle in, this could go on much longer.
Euro rates update – Nordea
Euro Rates Weekly – Crisis-level volatility – ABN AMRO
We assess whether current bond volatility is not exceptionally high, as Mr Weidmann suggested * Current volatility in Bunds compares to levels seen in the Eurozone debt crisis and Lehman fallout * Volatility in peripheral bonds has decreased on the back of QE and the ECB’s pledge in 2012 * The gap in volatility between 10y DSLs and OATs has decreased and is currently at similar levels * Germany, France and Spain will test the primary market. Net supply is negative at EUR 3bn.
FX Outlook – Marc Chandler
Dollar Tone Heavy; Can FOMC Lift It?
FX 4 Next Week: NOK NOK...euro's there – TF
The Norwegian krone could move higher after the Norges Bank meeting next week if the central fails to fulfill dovish fears, and EURNOK could challenge toward 8.50. Elsewhere, an FOMC surprise will only send the dollar one way – up; there's potential volatility in store for the Swiss franc; and the the Reserve Bank of Australia has made it no secret that it would like a weaker Aussie.