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Sunday, August 14

14th Aug - 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 ReviewZH
Stocks Extend Winning Streak To Longest In 4 Years Despite Deluge Of Dismal Data

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

5 Things to Watch in US Economics CalendarWSJ

Global Week Ahead – BB
Fed Minutes, Japan’s GDP, Trump Golf Suit * Cisco, Home Depot, Wal-Mart to cap Dow companies’ earnings * U.K. consumer prices will offer post-Brexit economy snapshot

EU Week Ahead – WSJ

Wall St Week AheadReuters
Week Ahead Nordea
The upcoming week will bring US inflation and industrial production data, indicating whether the manufacturers continue pulling out of the slump. In the Euro area, final inflation numbers and German ZEW expectations will be released. Japanese Q2 GDP growth is set to show a significant slowdown compared to the previous quarter. In the UK, July retail sales figures will be the first hard data on the impact of Brexit vote. In terms of Nordic data, next week will be calm.

Weekly Focus Danske Bank
The FOMC minutes should reveal more information on triggers for the next rate hike. US
regional surveys are due to give the first indications of August activity * We expect UK data for retail sales and house prices to show more weakness following the Brexit vote * Chinese property prices are likely to slow from strong increases

Weekly Strategy:  Sluggish growth but fewer tail risks Danske Bank
Risk sentiment has been supported by positive macro momentum, lower tail risks and
monetary easing * We see more upside for now but too high earnings expectations and a potential loss of macro momentum are looming * Bonds are still supported by QE * EUR/USD set to be range bound in coming months before moving higher.

UK Week AheadHandelsbanken
Global Views Weekly Scotiabank

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Productivity Slump Dampens Outlook

Macro Weekly – Is world ready for higher US rates? ABN AMRO
Another US rate hike is getting closer, whether it will be this year or next * US tightening has led to increased volatility on financial markets in the past and to a negative response of the global economy * The odds of a more positive development this time around have improved

Speculative PositioningMarc Chandler
Sterling Bears and Yen Bulls are Enjoying August

FX OutlookMarc Chandler
Dollar's Downside Beckons in the Week Ahead