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:
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LAST WEEK
Weekly
Scoreboard – Between
The Hedges
"Blood
On The Streets" - Bonds Battered, Stocks Slammed As Greece Suddenly "Matters"
Succinct
summation of week’s events – The
Big Picture
NEXT WEEK
US
Schedule for Week –
Calculated
Risk
Economic
Calendar – Berenberg
Economic
Calendar – Handelsbanken
World Week
Ahead – WSJ
Global
Central Banks Calendar – WSJ
Week Ahead
– ZH
Week
Ahead – Marc
Chandler
Thoughts on
Greece, China and the US
5 Things
to Watch on the Economic Calendar – WSJ
Wall St
Week Ahead – Reuters
Wall St
eyes Greece and Fed; Main St lackadaisical
Global
Economy Week Ahead
– Reuters
U.S. jobs, rates eyed as Greek zero hour
approaches
Weighing
the Week Ahead – A
Dash of Insight
Greek
Ripples or Economic Fireworks?
Global Week
Ahead – BB
EU Week
Ahead: – WSJ
Weekly
Market Outlook – Moody’s
Weekly
Focus – Danske
Bank
Negotiations
between Greece and it creditors continue as no
deal has been reached
yet. We
still believe the parties will come to an agreement in time * Euro area core
inflation will be followed closely after the surprise jump in May * We expect
the US labour market to continue to improve with a
gain in employment of 230,000 in June. Focus will also be on wage inflation * The
US manufacturing ISM should confirm our expectation of improved economic momentum
following the temporary soft patch in the spring * In Sweden we expect no
policy action at the Riksbank’s monetary policy meeting, but we remain wary
since they clearly attach a strong weight to the SEK strengthening
Strategy – Danske
Bank
US and
German business cycles out of sync – macro momentum favours the US currently * Higher bond yields in H2
as Fed hike, stronger US growth and pickup in inflation loom
* Murky waters short term – but moderately positive on stocks in medium term * Beware
of poor liquidity
Week
Ahead – Nordea
Work on an
agreement on the Greek situation continues over the weekend. With Greece still capturing the main focus,
Euro-area inflation is unlikely to lead to large market moves. Next week is
expected to reveal continued strength in the US labour market. Note that the jobs
report is released on Thursday. In the UK, we expect Q1 GDP to be revised
upwards. In Sweden, higher inflation suggests that the
Riksbank stays sidelined in July. Norway will deliver retail sales figures
and unemployment
Macro
Weekly – On track to where? – ABN AMRO
You may
need a magnifying glass to see it, but talks between Greece and its partners are still making
progress. Movement in the global economy is a little more convincing and is in
the right direction. So we are on track. The only thing we need to figure out
is: where to?
FX Week
Ahead – Marc
Chandler
Dollar
Psychology ahead of Key Events in Greece and US Jobs Data
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet