Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here. Post will be updated as new stuff comes along.
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global Macro Monitor
Stocks
Suffer Worst Losing Streak Since 2011 – ZH
Succinct summation of week’s events – The Big Picture
Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Bank of England: wait for
the dissent in the minutes? * ECB: dovish talk * Italian Q2 GDP: back to modest
expansion
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The Big Picture
5 Things to Watch on the Economic Calendar – WSJ
Upcoming reports will detail worker productivity, credit use and price
pressures among service providers.
Wall Street Week Ahead – Reuters
Wall Street's worst week in two years was enough to get investors worried
about whether a long-overdue correction is coming, but analysts are still
leaning bullish.
EU Week Ahead – WSJ
Some
Thoughts about the Week Ahead – Marc
to Market
Key
Events In The Current Week – ZH
Weighing
the Week Ahead – A
Dash of Insight
Will the
Fed’s Experiment End Badly?
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
Focus will shift to the ECB next week after the US central
bank stole the limelight in the past week: stronger US data - rate
hikes moving closer
Strategy – Danske
Bank
Hit to risk sentiment is a bull market correction * Global recovery
strengthens driven by US and China * Euro
area lagging but set to pick up momentum soon * Bond yields shrug off
fundamentals - for now * EUR/USD trend lower.
Week Ahead – Nordea
Q2 unit labour cost and productivity data will be most important from the
US next week.
In the Euro Area we will not expect any new measures from the ECB at this point.
Likewise, we expect no changes in the rate or the Asset Purchase Program at the
August MPC meeting (BoE). We expect the Chinese export to trend higher in July.
BoJ is expected to hold on despite disappointing data from Japan. The
Swedish manufacturing production plummeted in May.
Scandi markets ahead – Danske Bank
Viikkokatsaus: Lomat pidetty – mikä on talouden suunta?
– Nordea
Yhdysvallat: Vahvasti eteenpäin * Euroalue: Pehmeät mittarit
yllättävän vahvoja * Iso-Britannia: Vahva meno jatkuu * Suomi: Ei merkkejä piristymisestä
* Pakotteet rokottavat myös Eurooppaa
STOCKS
Weekly
Market Summary – The Fat
Pitch
Despite the
large fall this week, the longer term technical picture for SPX is positive. We
will discuss the shorter term perspective in a moment, but for traders with a
long time horizon, a return to the recent highs is odds-on.
CREDIT
Weekly Credit Update – Danske Bank
Euro rates update – Nordea
FOREX
FX Outlook: Pause in US dollar rally – Marc
to Market
EMERGING
EMEA Weekly – Danske
Bank
New sanctions to weigh further on Russian economy
EM Preview: The Week Ahead – Marc to Market
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet