Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s roundup-post is here.
Previously
on MoreLiver’s:
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Succinct summation
of week’s events
– The
Big Picture
Weekly Market
Review
– ZH
Stocks
Soar On Hawkish Fed As Gold Suffers Worst Week In 6 Months
Bloomberg Best of
the Week
– BB
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic
Calendar – Berenberg
5 Things to Watch on the US Economic
Calendar – WSJ
Global Week Ahead – BB
ECB
Rate, U.S. Jobs, OPEC
EU
Week Ahead – WSJ
Wall St Week Ahead – Reuters
Wall
Street puts finishing touch on best week since March
Weighing
the Week Ahead – Jeff Miller
EcoWeek – BNP
Paribas
Global: Upward revision
of the growth outlook for 2016 in the Euro area and emerging markets, downward
revision in the US. Major challenges for 2017 are Federal Reserve policy and
the impact of the already observed increase in oil prices. Eurozone: With the exception of Greece and Portugal, all Eurozone
member states can issue long-term bonds at lower interest rates than their
nominal trend growth rates.
Week Ahead: US
payrolls, ECB meeting, Chinese PMIs – Nordea
Although
we don’t buy into a June rate hike from the Fed, we expect the US labour market
report on Friday to support the case for a hike rather soon. For the ECB, it’s
implementation time. New measures would come as a big surprise at this point.
Draghi has to choose his word carefully in order not to scare markets. The
Chinese PMIs should add to the recent signals of stabilisation. As for Nordic
Q1 GDP numbers, we expect another strong reading from Sweden and not much
growth in Denmark.
Weekly Focus – Danske
Bank
Thu:
ECB Fri: US jobs
Strategy: US
domestic economy picks up speed – Danske
Bank
US
consumption and housing gain pace giving comfort to the Fed * A summer hike is
increasingly likely barring any negative surprises * USD to strengthen short
term
driven
by higher US yields * Euro yields supported by QE – to stay range bound * Moderate
improvement in German sentiment indicators
Week Ahead – Handelsbanken
UK Weekly – Handelsbanken
Global Views
Weekly –
Scotiabank
Weekly Market
Outlook
– Moody’s
[free
registration required]
Macro Weekly: Is
the ECB doing the right things? – ABN
AMRO
FX Weekly: Moves
overdone –
ABN
AMRO
US
dollar rally to be temporary… as well as the strengthening of sterling. Firmer
oil prices support currencies of oil exporting countries. Weaker iron ore
prices weigh on AUD; RBNZ to pause in June? Resilient Japanese yen and Chinese
yuan.
Emerging Markets
Outlook
– ABN
AMRO
In
2016, the contribution of emerging markets to global economic growth will
increase slightly for the first time in years. However, weak economic trends in
Latin America and parts of emerging Europe are not over yet. The risk of
setbacks remains as high as ever.
FX Outlook – Marc
Chandler
Dollar
Set to Snap Three-Month Decline
Week
Ahead – Marc Chandler
Weekly
Market Summary – The Fat Pitch
FX 4 Next Week – TF
Sterling
has been volatile of late, which is no surprise given the June 23 Brexit vote
but the GBP's trajectory can be traded in a variety of ways.