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
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
5 Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
Post-Brexit BOE, JPMorgan Earnings, China * U.S. retail sales released; EU mulls Spain, Portugal sanctions * China awaits GDP, sea-claim ruling; Farnborough Air Show opens
EU Week Ahead – WSJ
Finance Ministers, TTIP, China, Hill’s Swansong
Wall St Week Ahead – Reuters
Bank earnings loom large as stocks near record
Weighing the Week Ahead – Jeff Miller
This week’s calendar includes a pretty normal schedule, but not the most important economic reports. There will be an abundance of FedSpeak, with questions about last Friday’s employment data. Despite this, the real story will be the start of earnings season. Expectations are pretty low. Statements about the outlook are always important, but that is especially true right now. The financial media will be asking: Can the profit outlook sustain the rally in stocks?
EcoWeek – BNP Paribas
Week Ahead: Bank of England and Chinese GDP in focus – Nordea
The upcoming week will set the stage for the first post-Brexit BoE meeting. We expect policy easing. In addition, next week will be rich on Chinese data, where the Q2 GDP numbers are the most important. Overseas, the key event will be the publication of June CPI and retail sales data. The week will start out with Nordic inflation numbers.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Views Weekly – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
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Macro Weekly: Brexit confidence shock – ABN AMRO
First data showing post-Brexit slump in UK confidence emerge… we expect economy to enter recession in coming months. Pre-Brexit reports in US and Europe holding up well. Government bond yields collapse leading to rise in negative yield club… reflecting investor concern and increasing likelihood of more QE. Government bond investors appear complacent about political and banking risk in Italy.
Speculative Positioning – Marc Chandler
Speculators in Currency Futures Still Don't Believe in the Greenback
FX Outlook – Marc Chandler
Dollar Rallies with Stocks and Bonds
FX 4 Next Week – TF
US nonfarm payrolls release gave traders a blowout headline as well as a far more complex internal profile. How this information plays out in markets over the next hours and days is key to the trajectories of the major currency pairs discussed here.