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
Europeriphery
Bond Spreads Surge, Germany Suffers Worst 2-Week Run Since 2011
Tyler’s
Weekly Market Wrap –
ZH
Dow Surges
To Best Friday Since January Amid Geopolitical Chaos
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Euro Q2 GDP: Putin weighs on weak recovery * ZEW investor confidence: big
dent reflects market setback * UK labour market: going strong * Turkish
presidential elections: Erdogan
victory?
UK Calendar – Handelsbanken
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The Big Picture
5 Things to Watch on the Economic Calendar – WSJ
Tue: Job Openings and Labor Turnover survey, Small Business Optimism,
Business expectations of unit costs Wed: July retail sales report. Thu: Q2
Household Debt and Credit Report.
Wall St Week Ahead – Reuters
Dividend payers attractive again as bond yields fall
Week Ahead – Bloomberg
Europe’s Week Ahead: Growth, Or the Lack of It – WSJ
With the Italian economy returning to recession, more evidence of the
lack of growth in the euro zone as a whole is on the agenda next week, when the
second quarter gross domestic product figure is due for release. Elsewhere,
U.K. employment data and the quarterly Inflation Report from the Bank of
England will also keep investors busy.
Weekly Market Outlook – Moody’s
Weekly Focus: Recovery continues despite
political unrest – Danske
Bank
Equities fell and bonds rose on the intensification of the Ukraine
crisis, though this should also be seen as a correction following recent major
equity price gains. The unpredictable political situation means the markets are
also difficult to gauge.
Strategy – Danske Bank
Week Ahead – Nordea
Another week of second-tier data out of US, with PPI being most
important. Q2 GDP numbers out of the Euro Area are expected to show stagnation
in the region, with a small minus for Germany. BoE will publish their inflation
report, we expect only minor changes. Chinese CPI will be a non-event, instead
have a look at the PPI, which is expected to fall yet again. Japan will deliver
one of the worst GDP readings on record. Next week also offers inflation from
Sweden and Norway.
Scandi markets ahead – Danske Bank
Viikkokatsaus – Nordea
CREDIT
Weekly Credit Update – Danske
Bank
Volatility still low in the European credit
markets despite BES and Russia worries * Record issuance in European HY market
in the first half of 2014 * Russia imposes import restrictions on agricultural
goods; we assess the impact on companies under our coverage
Euro rates update – Nordea
FOREX
FX Outlook: Pause in US dollar rally – Marc to Market
EMERGING
EMEA Weekly – Danske
Bank
Russia bans food imports in reply to western sanctions
EM Preview: The Week Ahead – Marc to Market
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet