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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LAST WEEKSuccinct summation of week’s events – The Big Picture
Weekly Market Review – ZH
Worst US Macro Slump In 6 Months Sparks Stock, Bond, Silver Buying Spree
US Schedule for Week – Bill McBride
5 Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
Apple’s Big Day, ECB Rates, Carney Talks * Services index tops U.S. economic reports; Congress comes back * U.K. central banker’s testimony to be parsed for Brexit clues
EU Week Ahead – WSJ
Apple Tax Fallout, G20, Eurogroup, ECJ, NATO
Wall St Week Ahead – Reuters
Sleepy summer may give way to freaky fall
Weighing the Week Ahead – Jeff Miller
EcoWeek – BNP Paribas
Week Ahead: ECB and Riksbank on hold – Nordea
We expect no policy changes from ECB and Riksbank, but it will still be interesting to listen to the risk assessment. Next week’s key event in the US will be the non-manufacturing ISM survey that we expect to point to a continued solid expansion in the economy. The week will be rich in Chinese data. In the UK, August PMIs and July production data will give further indications on the impact of Brexit vote. From the Nordics, we will get Norwegian core inflation.
Weekly Focus: Attention turning to the ECB – Danske Bank
Service sector PMIs on Monday and Tuesday, ECB on Thursday.
Weekly Strategy: Fed will not spoil the rally – Danske Bank
With the relatively weak job report today and weak ISM number yesterday, we believe the Fed is
unlikely to hike rates in September * Yet, the market is still assigning a relatively high probability of a hike in 2016 * In our view, the prospects for emerging markets remain decent especially with the Fed likely to be on hold at least until end-2016 * China will continue to act as a positive impetus for the rest of the emerging market space in 2016, although less so in 2017 * We remain Overweight emerging markets versus developed market equities.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Views Weekly – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Macro Weekly: Confusing signals – ABN AMRO
Recent economic indicators have thrown up an unexpected and highly confusing picture. Policymakers and investors must decide what to make of it. I think it is important to try and see through the noise. The confusion recent data must be causing among policymakers is bound to make them wait and see before deciding on very drastic action.
Speculative Positioning – Marc Chandler
Speculators Still Don't Believe the Dollar will Turn Higher
FX Outlook – Marc Chandler
Disappointing Jobs Data Doesn't Break the Buck
Week Ahead – Marc Chandler
Parsing Divergence: Focus Shifts from Fed to ECB
FX 4 Next Week: Beyond US jobs back to the central banks – TF
US nonfarm payrolls print and the associated post-release volatility are clouding markets leaving the USD's closing level as perhaps the key determinant of medium-term action. Nevertheless certain directional factors are clear in the major pairs.