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
Succinct summation
of week’s events
– The
Big Picture
Weekly Market
Review
– ZH
Worst
US Macro Slump In 6 Months Sparks Stock, Bond, Silver Buying Spree
NEXT WEEK
5
Things to Watch in US Economics Calendar – WSJ
Global Week Ahead – BB
Apple’s Big Day, ECB
Rates, Carney Talks * Services index tops U.S. economic reports; Congress comes
back * U.K. central banker’s testimony to be parsed for Brexit clues
EU Week Ahead – WSJ
Apple
Tax Fallout, G20, Eurogroup, ECJ, NATO
Wall St Week Ahead – Reuters
Sleepy
summer may give way to freaky fall
Weighing the Week
Ahead –
Jeff
Miller
EcoWeek – BNP
Paribas
Week Ahead: ECB
and Riksbank on hold –
Nordea
We
expect no policy changes from ECB and Riksbank, but it will still be interesting
to listen to the risk assessment. Next week’s key event in the US will be the
non-manufacturing ISM survey that we expect to point to a continued solid
expansion in the economy. The week will be rich in Chinese data. In the UK,
August PMIs and July production data will give further indications on the
impact of Brexit vote. From the Nordics, we will get Norwegian core inflation.
Weekly Focus: Attention
turning to the ECB –
Danske
Bank
Service
sector PMIs on Monday and Tuesday, ECB on Thursday.
Weekly Strategy:
Fed will not spoil the rally – Danske
Bank
With
the relatively weak job report today and weak ISM number yesterday, we believe
the Fed is
unlikely
to hike rates in September * Yet, the market is still assigning a relatively
high probability of a hike in 2016 * In our view, the prospects for emerging
markets remain decent especially
with the Fed likely to be on hold at least until end-2016 * China will continue
to act as a positive impetus for the rest of the emerging market space in 2016,
although less so in 2017 * We remain Overweight emerging markets versus
developed market equities.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Views
Weekly –
Scotiabank
Weekly Market
Outlook
– Moody’s
Macro
Weekly: Confusing signals – ABN
AMRO
Recent
economic indicators have thrown up an unexpected and highly confusing picture.
Policymakers and investors must decide what to make of it. I think it is
important to try and see through the noise. The confusion recent data must be
causing among policymakers is bound to make them wait and see before deciding
on very drastic action.
Speculative
Positioning
– Marc
Chandler
Speculators
Still Don't Believe the Dollar will Turn Higher
FX Outlook – Marc
Chandler
Disappointing
Jobs Data Doesn't Break the Buck
Week
Ahead – Marc
Chandler
Parsing
Divergence: Focus Shifts from Fed to ECB
US
nonfarm payrolls print and the associated post-release volatility are clouding
markets leaving the USD's closing level as perhaps the key determinant of
medium-term action. Nevertheless certain directional factors are clear in the
major pairs.