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
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic
Calendar – Berenberg
5 Things to Watch
in US Economics Calendar – WSJ
Global Week Ahead – BB
Post-Brexit
BOE, JPMorgan Earnings, China * U.S. retail sales released; EU mulls Spain,
Portugal sanctions * China awaits GDP, sea-claim ruling; Farnborough Air Show
opens
EU Week Ahead – WSJ
Finance
Ministers, TTIP, China, Hill’s Swansong
Wall St Week Ahead – Reuters
Bank
earnings loom large as stocks near record
Weighing the Week
Ahead –
Jeff
Miller
This
week’s calendar includes a pretty normal schedule, but not the most important
economic reports. There will be an abundance of FedSpeak, with questions about
last Friday’s employment data. Despite this, the real story will be the start
of earnings season. Expectations are pretty low. Statements about the outlook
are always important, but that is especially true right now. The financial
media will be asking: Can the profit outlook sustain the rally in stocks?
EcoWeek – BNP Paribas
Week Ahead: Bank
of England and Chinese GDP in focus – Nordea
The
upcoming week will set the stage for the first post-Brexit BoE meeting. We
expect policy easing. In addition, next week will be rich on Chinese data,
where the Q2 GDP numbers are the most important. Overseas, the key event will
be the publication of June CPI and retail sales data. The week will start out
with Nordic inflation numbers.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Views
Weekly –
Scotiabank
Weekly Market
Outlook
– Moody’s
[free
registration required]
Macro Weekly: Brexit
confidence shock –
ABN
AMRO
First
data showing post-Brexit slump in UK confidence emerge… we expect economy to
enter recession in coming months. Pre-Brexit reports in US and Europe holding
up well. Government bond yields collapse leading to rise in negative yield
club… reflecting investor concern and increasing likelihood of more QE.
Government bond investors appear complacent about political and banking risk in
Italy.
Speculative
Positioning
– Marc
Chandler
Speculators
in Currency Futures Still Don't Believe in the Greenback
FX Outlook – Marc
Chandler
Dollar
Rallies with Stocks and Bonds
FX 4 Next Week – TF
US
nonfarm payrolls release gave traders a blowout headline as well as a far more
complex internal profile. How this information plays out in markets over the
next hours and days is key to the trajectories of the major currency pairs
discussed here.