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
After "Pause That Refreshes" 'Investors' Panic-Buy Stocks Back To Record Highs
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
5 Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
Fed and BOJ Rates; Clinton’s Turn, Apple * Google, Ford, Deutsche Bank, Merck also will report earnings * U.S. GDP; China hosts G-20 finance ministers, central bankers
DIARY-Top Economic Events to Aug 4 – Reuters
EU Week Ahead – WSJ
Bank Stress Tests, Fines for Spain & Portugal and More
Wall St Week Ahead – Reuters
Silicon Valley leads avalanche of quarterly reports
Weighing the Week Ahead – Jeff Miller
This week’s calendar includes a big serving of data, an FOMC meeting, the Democratic convention, and plenty of earnings news. The financial media will be asking: What does the election mean for stocks?
EcoWeek – BNP Paribas
Brexit and business confidence: a net, widespread improvement in business confidence in France. Limited deterioration in the Eurozone. The UK plunges * US: We expect monetary status quo from the Fed. Financial markets regained their calm, but the rebound in oil prices came to a halt, postponing the date at which inflation will move back towards target. Prospects for growth, and the way the Fed sees them, are as dependent as ever on the labour market. * ECB: See you in September: The ECB left its policy unchanged. The central bank esteems that the Brexit victory increases the downside risks to European growth, but that it is still too early to assess the precise effect. Mario Draghi gives a rendezvous in September.
Week Ahead: Rich in data and central banks meetings – Nordea
Next week will be rich in events. We expect no policy changes from the Fed, a 20bp rate cut from BoJ and not too many banks in need of fresh capital in the Euro area after EBA releases the result of its EU-wide stress tests. In the Nordics, Swedish GDP growth is likely to have been robust in Q2, while Norwegian unemployment have not yet peaked.
Global Views Weekly – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
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Macro Weekly: Eurozone resilient, UK recession – ABN AMRO
Early post-Brexit PMI survey indicators suggest the eurozone economy is resilient up until now though there was a hit to confidence raising risk of weakness ahead * Meanwhile, the UK looks to be heading for recession, with the PMI contracting at the sharpest pace since the global financial crisis * The ECB is in wait-and-see mode but will probably ease further in September, while we think the BoE will announce a bazooka in August
Speculative Positioning – Marc Chandler
Bears Jump on the Euro, but Aussie Bulls may be Caught Leaning the Wrong Way
FX Outlook – Marc Chandler
Will the FOMC Halt the Dollar's Advance?
FX 4 Next Week – TF
The Federal Reserve and the Bank of Japan hold important meetings in the coming week. The FOMC on Wednesday could try to talk market expectations of a rate hike a bit higher, while market expectations seem to have got ahead of where the BoJ is prepared to go. Here are four things to watch in the FX space in the week ahead.