7th Aug - 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.

Previously on MoreLiver’s:

Friday: Good US jobs-data

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 To Record Highs Thanks To Biggest Seasonal Jobs Adjustment In A Decade

  NEXT WEEK

US Schedule for Week – Bill McBride

Economic Calendar – Berenberg

5 Things to Watch in US Economics Calendar – WSJ

Global Week Ahead – BB

Retail Sales, Trump’s Speech, Valeant, Rio

EU Week Ahead – WSJ

Wall St Week Ahead – Reuters

Again at highs, stocks to take cues from consumer

Weighing the Week Ahead – Jeff Miller

This week’s calendar includes a little data, a lot of politics, slow summer trading, and the last of the earnings reports. I expect financial media to focus on an earnings season post-mortem by asking: Has the Earnings Recession Reached a Turning Point?

EcoWeek – BNP Paribas

Week Ahead – Nordea

The upcoming week will bring the first estimates of German and Italian Q2 GDP growth and the revised Euro-area Q2 GDP numbers. A lot of Chinese data will be published, giving further indications on the current state of the economy. In terms of Nordic data, CPI inflation figures for July will be released.

Weekly Focus – Danske Bank

Weekly Strategy – Danske Bank

The focus has lately been turning to fiscal stimulus to supplement central bank actions * Japan took action in late July while the EU is relaxing its fiscal rule framework in favour of looser fiscal policies * In the UK and US policymakers are also indicating their intention to

use fiscal policies to lift growth prospects * Equity markets will be positively affected by fiscal easing * In the current environment of highly accommodative monetary policies, the initial impact on interest rates should also be fairly limited

UK Week Ahead – Handelsbanken

Week Ahead – Handelsbanken

Global Views Weekly – Scotiabank

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Soaring Corporate Debt Bets on Improving Economy

Macro Weekly – Things should improve from here – ABN AMRO

The global economy continues to grow at a modest pace, close to trend. This is unspectacular and, given the stimulus central banks are providing, it is, arguably, disappointing. But it is not a disaster. It probably shows how hard it is for the global economy to recover from the downturn triggered by the financial crisis. The sluggish recovery is probably also the result of a variety of other factors, such as increased inequality in many economies and political uncertainties which lead to a wait-and-see attitude on the part of corporates. In addition, fundamental changes triggered by technological developments may also be having (temporary?) dampening effects on global growth.

Speculative Positioning – Marc Chandler

Speculators Extend Record Sterling Shorts in the Futures Market

FX Outlook – Marc Chandler

Does the Strong Employment Report Give the Greenback Legs?

Week Ahead – Marc Chandler

Light Economic Calendar Week Allows New Thinking on Macro