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Sunday, July 9

9th Jul - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Some banks are taking July and August off from macro commenting.

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Weekly ScoreboardBetween The Hedges

Weekly Market ReviewZH
Roller-Coaster Week Ends Strong As Quant Strategies Suffer Biggest Losses Since 2003

U.S. Weekly Fund Flows ReportLipper Alpha Insight

Earnings Insight Jul-7Factset

This Week in Earnings 17Q2 | Jul. 7, 2017 Lipper Alpha

EcoWeekBNP Paribas
UK: Divisions appear at the BoE about the level of the Bank rate. August meeting is unlikely to see more divisions. After that, all depends on the Q2 growth performance. EZ: The market reaction to the introductory speech of Mario Draghi at the ECB conference in Sintra was strong. This reflects a high degree of unease about the prospect of a policy normalisation. The upcoming ECB Governing Council meetings (20 July, 7 September) should trigger more market nervousness than has been the case in a long time. 

Week Ahead: All about inflation Nordea

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Overvalued Equities Boost Credit Ratings

Speculative Positioning Marc Chandler
Speculators Still Dollar Negative

FX OutlookMarc Chandler
Dollar Shows Signs of Life

Macro CommentMarc Chandler
Week Ahead: Bank of Canada, US CPI, and UK Labor Update Featured

FX weekly: consolidation time?Nordea
The Bundmageddon has sent EUR higher. In a normalisation phase, the needed repricing is still enormous for Europe, while the US might be “fair” already. But will ECB really hike twice next year?

Weekly Market SummaryUrban Carmel

US equities reached a new one-month low late last week before rebounding on Friday. In particular, NDX found support right on its mid-May low. This is now an important line in the sand, with implications for SPY as well; so long as the Thursday low holds, look for higher prices.

Key Events In The Coming WeekZH
All Eyes On Yellen, CPI And Retail Sales