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.
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Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Market Wrap – ZH
Chinado Sparks Bullion's Best Week In 3 Months; US Stocks, Bonds Shrug
Friday’s Price Summary – Global Macro Monitor
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Weekly Agenda & Wrap up – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Investors to look at Fed, earnings with China filter
Weekly Market Outlook – Moody’s
Week Ahead – Nordea
Next week’s most important data points from the US are Wednesday’s July CPI report and the minutes from the latest Fed meeting in August. In the Euro area, our primary focus will be on Greece as PM Tsipras is likely to face a confidence vote. UK CPI figures will be out on Tuesday. GDP figures will be coming from Norway and Japan, while Sweden will release unemployment figures on Thursday.
Weekly Focus: China surprises – Danske Bank
It will be interesting to follow the actions and words of the People’s Bank of China in coming days as there are still many unanswered questions on the new CNY policy * Is the US set to hike interest rates in September? We expect inflation figures to point in that direction. Further clues may be found in the minutes of the Fed’s latest rate meeting and the first indicators for August * An upside surprise in UK inflation could point to a November interest rate hike * Japanese GDP probably fell in Q2 but this should be viewed as a pause in the ongoing recovery following a very strong Q1.
Macro Weekly: China will do what it takes… – ABN AMRO
We draw five conclusions from this week’s big macro events. First, China will do what it takes to support the economy, with the yuan devaluation the latest in a line of measures to support growth. Second, the eurozone economy lost some of its upward momentum in Q2, but there are plenty of positives signalling better growth going forward. Meanwhile, the Dutch and Spanish economies are back in the top league in terms of eurozone economic performance. Fourth, the US economy is back on track helped by consumers. Finally, Greece is set for an ESM programme, but likely also new elections.
FX4 Next Week – TF
EURCHF upside trend may continue as long as EU peripheral spreads don't widen * Further uncertainty/risk averse markets could see EURUSD continuing higher * Interest rate spreads, weaker USD and weak New Zealand data are good for AUD * CNY devaluation and weak risk appetite could continue to see GBP falling further
Observations about the Dollar and the Week Ahead – Marc Chandler
Is the Dollar Going on Summer Vacation? – Marc Chandler
Weekly Market Summary – The Fat Pitch
Price action in US equities is weak. Two potential opportunities to kick off a rally failed this week. Despite this, short term sentiment and seasonality support a move to the upper end of the range. Ultimately, lower lows are still ahead over the coming weeks.