Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
This post will be updated as new
material is published.
Previously
on MoreLiver’s:
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LAST WEEK
Weekly
Scoreboard – Between
The Hedges
Friday’s
Price Monitor – Global
Macro Monitor
Worst
Economic Data Day Of 2015 Ends With Some Folks Selling In May
Succinct
summation of week’s events – The
Big Picture
NEXT WEEK
US
Schedule for Week –
Calculated
Risk
Economic
Calendar – Berenberg
Greece: 5 June IMF repayment deadline * US
non-farm payrolls: return to steady jobs growth * Italy regional elections: Renzi in charge
* ECB press conference: no time to let up on stimulus
Economic
Calendar – Handelsbanken
World Week
Ahead – WSJ
Global
Central Banks Calendar – WSJ
Week Ahead
– ZH
5 Things
to Watch on the Economic Calendar – WSJ
Wall St
Week Ahead – Reuters
Global
Economy Week Ahead – Reuters
Weighing
the Week Ahead – A Dash of Insight
EU Week
Ahead: – WSJ
Weekly
Market Outlook – Moody’s
Weekly
Focus – Danske
Bank
Greek negotiations
progress slowly but deadline for avoiding default now appears to be extended
until mid-June * We expect no new signals on policy in connection with the ECB
meeting. Focus on ECB’s plans to frontload bond purchases to avoid a seasonal
squeeze * In the euro area we expect inflation to have increased to 0.1% y/y in
May but there are upside risks after Italy and Spain have reported higher-than-expected
inflation * In the US we expect non-farm payrolls to have increased 220,000 in
May. In our view this is still strong enough to pave the way for a Fed-hike in
September
Global
Outlook: Cruising Speed – Berenberg
Reasonable
oil prices: nice boost for Western world, tough luck for Russia * US: private sector in good shape =
trend growth after weak Q1 * China: sufficient growth despite slowing
trend, risks well contained * Eurozone: oil, exchange rate and ECB support
demand as tail risks fade * Euro crisis? Systemic crisis over, Greek crisis
remains * UK: solid recovery but mind the
politics; Brexit risk contained * Tail risks: Emerging market crash, Grexit,
euro politics, Putin restarts war?
Strategy – Danske
Bank
The Fed is
close to ticking all the boxes for lift-off * In the three months up to the
first hike US bond yields tend to rise, the USD strengthens and stock prices
rise moderately. We look for a repeat of this pattern * Euro area data confirms
short-term softness but a strong medium term outlook * US housing picks up
steam
Week
Ahead – Nordea
Next week
is expected to reveal continued strength in the US labour market. In the Euro area, we
expect positive inflation following the zero level in April and an ECB monetary
policy meeting without new policy signals. In the Nordics, Norges Bank’s business
survey and the Danish central bank’s monthly data on foreign exchange and
liquidity are released, and Sweden will deliver retail sales figures.
Macro
Weekly – ABN AMRO
Most
eurozone data was positive * Draghi will do a lap of honour * Greek saga
approaching the end game * Yellen trying to push market expectations: to little
avail * Erratic data *
Viikkokatsaus
– Nordea
STOCKS
Weekly
Market Summary – The
Fat Pitch
The trend
in US equities remains higher. But momentum is very weak and breadth suggests
the uptrend is running on fumes. This is the set up as we enter June, one of
the weakest months of the year for equities.
FOREX
FX
Outlook – Marc Chandler
Dollar
Bulls may Pause
G10 FX
weekly – ABN
AMRO
USD/JPY
breaks through technical resistance * Since the last two weeks, US dollar has
strengthened on better US data * Greece negotiations affect the euro
EM FX
Weekly – ABN
AMRO
EM
currencies extend losses * Ruble slides on crude oil easing and dovish comments
from officials * Chinese yuan resilient
FX4 Next
Week – TF
Dollar
strength expected to regather pushing EURUSD towards 1.0700 * GBPJPY likely for
slip as sterling strength unlikely to persist * CHF implications if the Swiss
National Bank decides enough is enough * AUD weakness building ahead of Tuesday's
Reserve Bank of Australia meeting
FX: the
USD poker face – Nordea
The USD
strength with lower USD rates last week - the relationship still holds. The
USDJPY move overdone. The NZD looks weakest, if USD rally continues...while CAD
is a candidate for reversal.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Global
Central Banks Calendar – WSJ
Central
Bank Release Calendar – Daily FX