Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
Previously on MoreLiver’s:
LAST WEEK
Friday News – Between
The Hedges
Friday Markets – Between
The Hedges
Europe: Best (And Worst) Week Of The Year – ZH
US: Miracle On NYSE -
150 Point Vert Ramp Closes Dow Green – ZH
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender – beyondbrics
/ FT
The Weekender – alphaville
/ FT
Succinct summation of week’s events – The
Big Picture
The week that was – ZH
Podcast: SAC’s Disaster; Facebook’s Bonanza – MoneyBeat
/ WSJ
Federal prosecutors
filed criminal charges against hedge-fund SAC Capital, Facebook stunned Wall
Street with a blowout quarter and earnings season keeps chugging along.
NEXT WEEK
Schedule for Week –
Calculated Risk
The key reports this week are the Q2 advance GDP report on Wednesday,
and the July employment report on Friday. Other key reports include the ISM
manufacturing index on Thursday, auto sales also on Tuesday, and Case-Shiller
house prices for May on Tuesday. The
June Personal Income and Outlays report will be released on Friday. Also there
is an FOMC meeting on Tuesday and Wednesday.
Overseas, the ECB and BOE will hold monetary policy meetings, and China's PMI will be
released.
Economic Calendar – Berenberg
(pdf)
Economic Calendar – Handelsbanken
(pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
The coming week on
Wall Street could be a summer blockbuster, with the marquee featuring a triple
bill: the Fed, jobs and earnings.
Central bank clues and
'Super Tuesday'
China slowdown will
stick to the script
(video) US Week Ahead – Reuters
GDP, Jobs and D-Day
for Dell
Week Ahead 29 Jul – 2 Aug – Nordea
(pdf)
US: Next week is
crowded with data that could provide clues regarding the timing of the start of
tapering. NFP, GDP, ISM and the FOMC meeting on Wednesday will be key events
for the USD. Euro zone: With strong PMIs and a solid IFO the probability for a
rate cut has declined. However, short EUR rates have picked up somewhat which
makes bets for a dovish ECB next week look interesting. UK: Last month, BoE
surprised by following in the footsteps of the ECB with a vague form of forward
guidance. An official assessment will be provided alongside the inflation
report on August 7, but markets will likely scan next week´s statement for
clues.
Weighing
the Week Ahead: Are You Ready for Action? – A
Dash of Insight
1) The FOMC announcement – continuing speculation about tapering of QE
purchases 2) GDP news – which some will seize as evidence of recession 3) Another
big week for earnings announcements.
Fundamental Keys in the Week Ahead – Marc
to Market
The week ahead is
chock full of fundamental events, and is, arguably, the most important week for
the next month. Indeed, the events this week will help shape expectations for
the period ahead. The US dollar has been trading with a heavier bias against the
major currencies, and the events this week have the potential to set the stage
for a recovery.
Emerging: Week Ahead – beyondbrics / FT
CALENDARS
Economic Calendar – investing.com
Economic Calendar – fxstreet.com
Monthly Economic
Calendar – fxstreet.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet