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:
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LAST WEEK
NEXT WEEK
Economic
Calendar – Berenberg
Trump’s
Moment; ECB Policy; Bank Earnings * China hosts G-20 meeting; May faces first
Parliament questions * Goldman, BofA, Morgan Stanley will release quarterly
results
Boris
in Brussels, China Market Economy, ECB
Can
stocks stay at highs? That depends on earnings
Weighing the Week
Ahead –
Jeff
Miller
This
week’s calendar includes a light schedule for data with an emphasis on housing.
Earnings season is in full swing with important reports every day. The early
reception has been surprisingly good, creating plenty of mystified pundits. The
financial media will be asking: What Can Derail the Rally in Stocks?
US
stocks rebound * Interest rates at all-time lows * Dollar roughly stable * UK
banks facing the Brexit test
The
ECB meeting will be the highlight of the week even if we expect no new policy
changes to be announced. In the UK, CPI and unemployment rate data will be
released. The US releases only second-tier data. The upcoming week will also be
slow in terms of Nordic data.
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Markets
have been shrugging off worries about Brexit and other risks helped by more UK
political stability, better global macro data and expectations of a central
bank reflation wave. However major challenges and risks remain: negotiations
between the UK and EU will likely be tough and long, the UK is heading for
recession, while the eurozone is slowing and Italian political and banking risks
continue to loom
Speculative
Sentiment Shifts
It
is not About the Dollar, but About Other Currencies
Week Ahead – Marc
Chandler
EMU Returns to Center
Stage in the Week Ahead