Here are
the week in review and next week previewed-links, I will update this later. Come back later for my longer Weekender-posts.
Yesterday
on MoreLiver’s:
LAST WEEK
PRICES:
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Week in
Review – Global Macro Monitor
Financials
FUBAR As S&P/NASDAAPL Close Unch For The Month – ZH
US market
portrait 2012 week 30 – Portfolio Probe
Summary for
Week Ending July 20th – Calculated Risk
For the last few months, the economic data has been weak and
disappointing. Last week I joked: "Luckily there are a few housing
reports next week, so all the data will not be grim.", and sure enough
the housing data was better than expected (still historically weak, but
definitely improving).
Earnings Point to a Smaller Wall Street
The
Weekender – beyondbrics
/ FT
The
Weekender – alphaville / FT
Succinct summation of week’s events – The
Big Picture
Weekly Bull/Bear Recap – Rational
Capitalist Speculator
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
Schedule
for Week of July 22nd – Calculated Risk
This will be an important week for economic data. The key U.S. economic
report for the coming week is the Q2 advance GDP report to be released
on Friday; this is the last major economic release before the FOMC
meeting the following week.
In another busy earnings week, several
high-profile and blue-chip companies are on tap to report their latest
quarterly results.
MarketBeat Week (Audio 18 min) – WSJ
Apple, Facebook Earnings On Tap Next Week
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead: Apple, Facebook take
the spotlight – Reuters
The trend of better-than-expected earnings will
be put to the test in the coming week when investors hope Apple (AAPL.O) can exceed already high
expectations for the tech giant and Facebook (FB.O) reports its first quarterly
earnings.
Global Markets Week Ahead – Reuters
Growth data to revive central bank policy
speculation - Bid for safety and search for yield to dominate - Earnings season
enters full swing
FX Positioning and In-Depth Outlook – Marc
to Market
The memorandum of understanding (MoU) between Spain and the EU and ECB to
recapitalize Spanish banks was hardly 24-hours hold when the second dimension
of the country's debt problems resurfaced:
regional debt…the ECB indicated was suspending as of the middle of this
coming week the use of Greek government bonds and guaranteed instruments as
collateral.
Euro Moving Lower, But "Real Money"
Isn't! – The
Short Side of The Long
Equity market breadth warns of possible
weakness ahead - Euro is moving lower, but "real money" isn't
following - Spain is moving towards the edge of the cliff... again!
Starting
the Week – RCS
The Weekly
T Report – TF Market Advisors
Business
“Uncertainty”, Spain, and LIBOR
Weekly Credit Update – Danske
Bank (pdf)
ECB opens up for burden-sharing for senior
unsecured bondholders - S&P updates its view on Danish banking system
EMEA Weekly, Week 30 – Danske
Bank (pdf)
Highlights
from Monday’s FTfm – alphaville / FT
Emerging:
Week Ahead – beyondbrics / FT
CALENDARS
Economic
Calendar – fxstreet.com
Monthly Economic
Calendar – fxstreet.com
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank