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
S&P Hits Record Highs After BoJ, GDP Disappointment
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
5 Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
U.S. Jobs, BOE Rates, Tesla, Rio
EU Week Ahead – WSJ
Wall St Week Ahead – Reuters
Data in focus as market struggles for direction
EcoWeek – BNP Paribas
The economic calendar is fairly light in August, and the Bank of England will be the only major central bank to meet in August: the only question there will be the details of the pre-announced easing. The political agenda will be much busier with the US presidential campaign, suspense over the formation of the next Spanish government, and the design of UK objectives before negotiations start the EU.
Week Ahead: Bank of England and US jobs – Nordea
The Bank of England is expected to cut interest rates by 25bp and restart its QE programme. In the US, the ISM surveys and the jobs report are expected to support the case for a Fed hike later this year. In China, July PMIs will give the first indication of the state of the Chinese economy in Q3. In terms of Nordic data, the upcoming week will be rather calm.
Global Views Weekly – Scotiabank
Crude Prices May Ease Further, But Rebound By Year’s End * The Bank Of Japan Unveils Modest Monetary Policy Easing * UK: Super Thursday Preview
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
[free registration required]
Speculative Positioning – Marc Chandler
Speculators Sell European Currency Futures
FX Outlook – Marc Chandler
Dollar Hobbled; Technicals Warn of More Losses
Week Ahead – Marc Chandler
After this Week, Does August Matter?
Weekly Market Summary – The Fat Pitch
US equities are trading at all-time highs. The trend is higher, supported by strong breadth, resilient economic data and improved corporate financials. Even after the strong advance, longer term measures of sentiment continue to show skepticism among investors. Together, this is a set up for higher equity prices in the month(s) ahead.
FX 4 Next Week – TF
While the aftermath of the most recent FOMC meeting was calm-to-nonexistent the Bank of Japan was a different story as the yen soared on the disappointments of doves. Our focus remains on JPY as we head towards the September meeting but also on sterling and the Antipodean dollars.