Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Weekly market wrap – ZH
Stocks Shrug At Global Disorder, Squeezed Back To Record Highs
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Eurozone confidence: further wobbles in PMIs, Ifo * BoE minutes: signs of
division * Eurozone monetary data: signs of credit stabilisation? * UK Q2 GDP: strong
growth
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
5 Things to Watch on the Economic Calendar – WSJ
A few key releases will focus on housing demand, consumer inflation, and
factory activity for July.
Wall Street Week Ahead – Reuters
Volatility spiked on Thursday after the tragedy of a downed civilian
jetliner in Ukraine and the
mounting death toll in Gaza and Israel
interrupted the summer trading slumber. Still, the bears may have to wait a
while to call the start of a correction.
Week Ahead: IMF, Home Sales, Apple, Facebook,
Ifo – BB
EU Week Ahead – WSJ
EU officials and foreign ministers will hammer out the bloc's initial
response to the downing of Malaysian Airlines over eastern Ukraine.
Weekly Market Outlook – Moody’s
Weekly Focus – Danske Bank
Strategy – Danske Bank
Week Ahead – Nordea
US CPI
inflation will be out on Tuesday . China and the
Euro-zone will present PMI figures. On Friday the German Ifo indexes is
released. The BoE will deliver minutes from the July meeting and UK GDP figures
will be out on Friday
Scandi markets ahead – Danske Bank
Viikkokatsaus – Nordea
STOCKS
Weekly
Market Summary – The
Fat Pitch
CREDIT
Weekly Credit Update – Danske Bank
Euro rates update – Nordea
FOREX
FX Outlook: Fade the Break? – Marc to
Market
There is a generally shared view that growth differentials will lead to
wider interest rate differentials that will spur the long awaited dollar rally. The markets are anticipatory in nature, and
many observers suspect that dollar rally has begun.
EMERGING
EMEA Weekly – Danske
Bank
The unanchoring of CEE
inflation expectations
EM Preview: The Week Ahead – Marc to Market
OTHER
Commodities - Relief in the front, pressure on
the back end – Danske
Bank
The oil market backwardation has narrowed significantly over the past
month and the forward discount on oil is now at the lowest level since 2012.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet