Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s roundup-post is here.
Previously on MoreLiver’s:
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Weekly Scoreboard – Between The Hedges
Succinct summation of week’s events – The Big Picture
Weekly Market Review – ZH
Bonds & Bullion Soar As Plunge-Protection-Team Rescues Stocks From Painful Payrolls Puke
Bloomberg Best of the Week – BB
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Global Week Ahead – BB
Yellen, JOLTS, Draghi, California Primary * Brazil rate decision, World Bank outlook, Valeant earnings * Alphabet annual meeting, U.S. consumer sentiment, CFA exams
EU Week Ahead – WSJ
Migration, Military Drills and Glyphosate
Wall St Week Ahead – Reuters
After grim payrolls, focus turns to economy
Weighing the Week Ahead – Jeff Miller
This week’s economic calendar is the lightest in recent memory. After Monday, FedSpeak fans will be disappointed, since we are entering the quiet period before the next FOMC meeting. Like nature, pundits abhor a vacuum. To fill it they will be asking: Is the weak employment report big news for stocks?
EcoWeek – BNP Paribas
US: Worrying signals from the labour market. Slack is up again. No more suspense about the June FOMC meeting * EZ: As expected the ECB maintained its policy unchanged and continues to monitor the situation carefully * Germany: High savings by households and the non-financial sector pushed the current account surplus to a historical high in 2015. However, the lack of investment harms the country’s growth potential.
Week Ahead – Nordea
Next week sees Fed Chair Yellen give a speech in Philadelphia on Monday and whole batch of interesting data out of China. On Friday, the Central Bank of Russia will announce its rate decision. Also next week, inflation figures from Denmark and Norway on Friday and Norges Bank's Q2 regional network out Tuesday.
Weekly Focus – Danske Bank
Weak US job report should keep Fed off the trigger
Strategy: Stronger USD, higher UST yields and lower equities – Danske Bank
Markets are currently too complacent about Brexit risks, in our view, albeit our base case is
that the UK votes to stay in the EU * The Fed will be re-priced in the case of ‘Bremain’ – which together with US election risks could trigger higher long-end UST yields * The USD should strengthen near term versus European currencies and CNY * We have turned negative on
equities on a likely Fed repricing and slashing of earnings estimates
Week Ahead – Handelsbanken
UK Weekly – Handelsbanken
Global Views Weekly – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
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Macro Weekly: Is the Fed making a mistake? – ABN AMRO
The Fed has been signaling that it will hike interest rates over the Summer months. The weak nonfarm payrolls could give the FOMC a reason to pause for thought, but a hike over the next few months is a possibility. A big question is whether it would be a good idea. Our view is that while there is a case for a hike, the case for the Fed to remain on hold and be more cautious is much more powerful.
FX Weekly: Boiling below the surface – ABN AMRO
GBP spot market is relatively calm… while the FX options market is far from that. Fate of US dollar hinges on US employment report. JPY gains due to expectations of lower BoJ easing. RBA and RBNZ to keep OCR unchanged next week.
EM FX Weekly – ABN AMRO
A weak month of May for EM FX. Moderate yuan depreciation path this year. US-China Strategic and Economic Dialogue on 5-7 June.
Speculative Positioning – Marc Chandler
Specs Made Little Adjustment ahead of ECB and US Jobs
FX Outlook – Marc Chandler
Dollar's Rally Ends with a Bang, Look Out Below
Week Ahead – Marc Chandler
Weekly Market Summary – The Fat Pitch
SPY has moved nearly 3% higher over the past two weeks. The S&P is now within about 1% of where every rally in the past 16 months has faltered. Is it likely to falter now as well?
FX 4 Next Week – TF