3rd Jul - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s roundup-post is here.

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  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

EU Week Ahead – WSJ

NATO, Budgets, Brexit Aftermath

Wall St Week Ahead – Reuters

After market spasm, Wall Street looks past Brexit

Weighing the Week Ahead – Jeff Miller

This week’s calendar includes plenty of data and a holiday-shortened week. The employment report looms, with many worried about a repeat of the weak May results. With Brexit apparently digested and the Fed on hold, I expect some attention to the possible upside. The financial media will be asking: Is it time for the summer rally?

EcoWeek – BNP Paribas

Week Ahead: US jobs report – Nordea

Due to last month’s surprisingly weak labor market numbers, the US employment report will be the main focus of the upcoming week. While the discussion continues to be dominated by the Brexit and future format of the EU-UK relationship, the week will be relatively calm when it comes to economic data. In the Nordics, the Swedish Riksbank will announce its monetary policy and the Danish central bank will release data on FX and liquidity.

Weekly Focus: Back to economic data releases – Danske Bank

Weekly Strategy: Navigating post-Brexit markets – Danske Bank

Prolonged uncertainty from drawn out Brexit negotiations between the UK and Europe * European growth will suffer * Emerging markets outside Europe will continue to perform well * Due to central bank actions yields to stay lower for longer * Bearish outlook for GBP over next

six months while safe-haven currencies will perform strongly * European equity to underperform

US.

UK Week Ahead – Handelsbanken

Week Ahead – Handelsbanken

Global Views Weekly – Scotiabank

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

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Macro Weekly: One week after Brexit vote – ABN AMRO

One week after we woke up to the UK’s decision to leave the EU what have we learnt? What is still uncertain? It seems financial conditions may not tighten very aggressively… while another round of global monetary easing looks likely. In addition, the UK government will almost certainly go ahead and take the country out of the EU, though the process may not start until 2017… in addition it will most likely be a tough and long negotiation. Although we have downgraded our economic forecasts, we do not yet have evidence of the size of the uncertainty shock… or the extent to which euro contagion will build in the coming period.

FX Outlook – Marc Chandler

Dollar Consolidation may Continue until Jobs Data