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Saturday, August 1

1st 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. This post will be updated as new material is published.

Previously on MoreLiver’s:

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Weekly ScoreboardBetween The Hedges

Tyler’s Weekly Market WrapZH
Treasury Yields Tumble, Stocks Fumble, & Commodities Crumble

Succinct summation of week’s eventsThe Big Picture

5 charts from the week in marketsWSJ

US Schedule for WeekCalculated Risk

Economic Calendar – Berenberg

Economic CalendarHandelsbanken

World Week Ahead – WSJ

Global Central Banks Calendar – WSJ

Week Ahead – ZH

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Only a payrolls surprise could shake stalling market
Weighing the Week AheadDash of Insight
Will Soft Economic Data Confirm the Commodity Price Message?

EU Week Ahead: – WSJ

Weekly Market OutlookMoody’s

Week AheadNordea
Next week’s key events in the US are the nonfarm payrolls figures and the ISM reports. The euro calendar will include final PMIs and Euro-area retail sales. In addition, the continued discussions around the third Greek aid programme will receive some attention. In the UK focus will be on the central bank’s monetary policy and inflation report. The BoJ is not likely to change its monetary policy or its tone regarding the economy and inflation. In Norway focus will be on house prices.

Strategy: Fed not far from its first hikeDanske Bank
The FOMC statement suggests the Fed is not far from the first rate hike * US data are key to our call for a September Fed hike and very important for financial markets * We expect higher short-end bond yields and lower EUR/USD in the short-term * In the euro area focus is back on better fundamentals following the Greek deal mid-July * In China we expect the impact on growth from the stock market turmoil to be modest

Weekly Focus: Focus turning to US dataDanske Bank
USA: July jobs report one of the important ones ahead of September Fed meeting. We expect +210K, will move the core of the FOMC in favour of a September hike. Euro area: June retail sales set to decline in line with the lower consumer confidence. German factory orders and industrial production should continue to be supported by foreign orders. UK: policy announcement, minutes and latest Inflation Report will be released at the same time. MPC to be divided on whether to raise the interest rate or not.

Macro Weekly – A lot of noiseABN AMRO
A lot has happened during the last couple of weeks and there is a broad spectrum of concerns, ranging from Greece to China and the strength of the global economy. Despite these concerns, I think the global economy is likely to strengthen in the period ahead. It is easy to worry about unexpected developments, but it is important to focus on what are the key drivers of the global economy.

EM FX Weekly – Brazilian real outlook deterioratesABN AMRO
Emerging market currencies lower * BRL impacted by worsening fiscal situation and negative S&P outlook * RUB under pressure on the back of lower oil prices * CNY: Depreciation undercurrents building

G10 FX Weekly – Still positive on the USDABN AMRO
US dollar recovers after FOMC meeting * NZD and CAD stage a relief recovery * BoJ, BoE and RBA to keep monetary policy unchanged next week
Euro rates updateNordea

FX OutlookMarc Chandler
Near-Term Dollar Outlook and Speculative Positioning
Weekly Market SummaryThe Fat Pitch
There are several breadth and sentiment indicators that suggest the indices have reached, or are at near, a one month low. But more importantly, for the first time in awhile it is possible to see an endgame to the sideways trading range that has persisted in 2015. A break lower soon, should it occur, would likely lead to a washout low. This is the set up for US equities as seasonally weak August begins.

Economic Calendar –
Economic Calendar – BB
EU calendar –