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
Stocks Soar To Record Highs Thanks To Biggest Seasonal Jobs Adjustment In A Decade
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
5 Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
Retail Sales, Trump’s Speech, Valeant, Rio
EU Week Ahead – WSJ
Wall St Week Ahead – Reuters
Again at highs, stocks to take cues from consumer
Weighing the Week Ahead – Jeff Miller
This week’s calendar includes a little data, a lot of politics, slow summer trading, and the last of the earnings reports. I expect financial media to focus on an earnings season post-mortem by asking: Has the Earnings Recession Reached a Turning Point?
EcoWeek – BNP Paribas
Week Ahead – Nordea
The upcoming week will bring the first estimates of German and Italian Q2 GDP growth and the revised Euro-area Q2 GDP numbers. A lot of Chinese data will be published, giving further indications on the current state of the economy. In terms of Nordic data, CPI inflation figures for July will be released.
Weekly Focus – Danske Bank
Weekly Strategy – Danske Bank
The focus has lately been turning to fiscal stimulus to supplement central bank actions * Japan took action in late July while the EU is relaxing its fiscal rule framework in favour of looser fiscal policies * In the UK and US policymakers are also indicating their intention to
use fiscal policies to lift growth prospects * Equity markets will be positively affected by fiscal easing * In the current environment of highly accommodative monetary policies, the initial impact on interest rates should also be fairly limited
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Views Weekly – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Soaring Corporate Debt Bets on Improving Economy
Macro Weekly – Things should improve from here – ABN AMRO
The global economy continues to grow at a modest pace, close to trend. This is unspectacular and, given the stimulus central banks are providing, it is, arguably, disappointing. But it is not a disaster. It probably shows how hard it is for the global economy to recover from the downturn triggered by the financial crisis. The sluggish recovery is probably also the result of a variety of other factors, such as increased inequality in many economies and political uncertainties which lead to a wait-and-see attitude on the part of corporates. In addition, fundamental changes triggered by technological developments may also be having (temporary?) dampening effects on global growth.
Speculative Positioning – Marc Chandler
Speculators Extend Record Sterling Shorts in the Futures Market
FX Outlook – Marc Chandler
Does the Strong Employment Report Give the Greenback Legs?
Week Ahead – Marc Chandler
Light Economic Calendar Week Allows New Thinking on Macro