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.
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LAST WEEK
Weekly
Scoreboard – Between
The Hedges
Friday’s
Price Monitor – Global
Macro Monitor
Succinct
summation of week’s events – The
Big Picture
NEXT WEEK
US
Schedule for Week –
Calculated
Risk
Economic
Calendar – Berenberg
Economic
Calendar – Handelsbanken
World
Week Ahead – WSJ
Global
Central Banks Calendar – WSJ
Week Ahead
– ZH
Week
Ahead – Marc
Chandler
Greece Casts Long Shadow while US Economic
Momentum Strengthens
5 Things
to Watch on the Economic Calendar – WSJ
Wall St
Week Ahead – Reuters
Investors
eye improvements in data for housing stocks
Global
Economy Week Ahead
– Reuters
Greek drama
nears final act, ending uncertain
Weighing
the Week Ahead – A
Dash of Insight
What does
the Greek Crisis mean for financial markets?
EU Week
Ahead: – WSJ
Weekly
Market Outlook – Moody’s
Weekly
Focus – Danske
Bank
The market
will be watching the emergency EU summit scheduled for Monday for a possible
deal between Greece and its creditors to extend the Greek bailout * In China,
we expect the HSBC manufacturing PMI to have improved slightly again in June to
49.5 from 49.2 in May * We forecast a decline for the euro area manufacturing
PMI to 51.8 in June from 52.2 in May * With the 30 June deadline for a
comprehensive deal the negotiations over Iran’s nuclear programme are set to
enter their final phase next week.
Strategy – Danske
Bank
It’s crunch
time – we still expect a deal between EU and Greece * We should see a decent rally in stock
markets and tighter peripheral spreads following a deal * US growth is rebounding - we still
look for a September
hike * Euro area data still mixed but exports should take over the baton from
consumers soon
Week
Ahead – Nordea
Next week
looks like a make or break week for Greece, EU leaders will meet on Monday in
an attempt to come to agreement with Greece. The US offers second tier data this week,
including the durable goods orders report and Q1 GDP. The flash PMI from China is expected to extend the
improvement from May while the flash PMI from the Euro area is expected to
stand still. Sweden will deliver retail sales figures
and household credit growth.
Greece has once again been making the
wrong kind of headlines and is very much front of mind for investors. The
breakdown of talks between the Greek delegation and the institutions and
inflammatory rhetoric by Greek Prime Minister Tsipras has raised worries about
a Greek default and euro exit. Thursday’s Eurogroup made little further
progress towards a deal, though an emergency Euro Summit has been planned for
Monday. In this note we try and answer ten big questions that arise.
The
Dollar's Travails
FX 4 Next
Week – TradingFloor
Monday's
Eurogroup meeting presents something of an event horizon for traders, and euro
traders in particular. Whatever the outcome of the meeting, however, the latest
chapter in the Greek saga will remain one directional factor among many in a
market characterised by central banks in general and policy divergence in
particular.
Euro
Rates Weekly – Assume brace position! – ABN
AMRO
Short
maturing bonds exhibit much lower volatility than during the crisis years * Intraday
yield volatility of 2y bonds is significantly lower than 10 and 30y bonds * Volatility
of 10y peripheral bonds has decreased significantly compared to crisis-levels *
However, 30y bonds of virtually all eurozone countries still exhibit crisis-level
volatility * Accommodative monetary policy has dampened volatility of short
term bonds * As the ECB will remain in easing mode, we think that short bonds
will continue to provide the best protection in volatile markets