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Sunday, July 3

3rd Jul - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s roundup-post is here.

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market Review – ZH

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

5 Things to Watch in US Economics CalendarWSJ

Global Week AheadBB

EU Week AheadWSJ
NATO, Budgets, Brexit Aftermath

Wall St Week AheadReuters
After market spasm, Wall Street looks past Brexit

Weighing the Week Ahead Jeff Miller
This week’s calendar includes plenty of data and a holiday-shortened week. The employment report looms, with many worried about a repeat of the weak May results. With Brexit apparently digested and the Fed on hold, I expect some attention to the possible upside. The financial media will be asking: Is it time for the summer rally?

EcoWeekBNP Paribas

Week Ahead: US jobs report Nordea
Due to last month’s surprisingly weak labor market numbers, the US employment report will be the main focus of the upcoming week. While the discussion continues to be dominated by the Brexit and future format of the EU-UK relationship, the week will be relatively calm when it comes to economic data. In the Nordics, the Swedish Riksbank will announce its monetary policy and the Danish central bank will release data on FX and liquidity.

Weekly Focus: Back to economic data releases Danske Bank

Weekly Strategy: Navigating post-Brexit marketsDanske Bank
Prolonged uncertainty from drawn out Brexit negotiations between the UK and Europe * European growth will suffer * Emerging markets outside Europe will continue to perform well * Due to central bank actions yields to stay lower for longer * Bearish outlook for GBP over next
six months while safe-haven currencies will perform strongly * European equity to underperform

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Global Views Weekly Scotiabank

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
[free registration required]

Macro Weekly: One week after Brexit vote ABN AMRO
One week after we woke up to the UK’s decision to leave the EU what have we learnt? What is still uncertain? It seems financial conditions may not tighten very aggressively… while another round of global monetary easing looks likely. In addition, the UK government will almost certainly go ahead and take the country out of the EU, though the process may not start until 2017… in addition it will most likely be a tough and long negotiation. Although we have downgraded our economic forecasts, we do not yet have evidence of the size of the uncertainty shock… or the extent to which euro contagion will build in the coming period.

FX OutlookMarc Chandler
Dollar Consolidation may Continue until Jobs Data