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
US market
portrait 2012 week 31 – Portfolio
Probe
Summary for Week ending July 27th – Calculated
Risk
Europe stole the headlines, especially comments
from ECB President Mario Draghi. Of course Draghi has said before that the ECB
would do “whatever it takes”, so this wasn’t really new news…Once again the
economic data was weak.
The
Weekender – beyondbrics
/ FT
The Weekender –
alphaville / FT
Succinct summation of week’s events – The
Big Picture
Weekly Bull/Bear Recap – Rational
Capitalist Speculator
Week in Review: A Deal Maker’s Doubts – DealBook
/ NYT
Politics this week – The Economist
Business this week – The Economist
Audio: In The Balance: The Race for Investment (27 min) – BBC
(mp3)
The clouds are gathering - again - over the
economies of the developed world. Can the emerging nations come to the rescue?
Or should we be looking for salvation from cutting edge industries? Perhaps
events like the Olympics can give a confidence boost to get us out of the
starting blocks. This week In the Balance gets out of the studio and with
Andrew Walker in the lead, reports from the Global Investment Conference in London.
NEXT WEEK
Schedule for Week of July 29th – Calculated
Risk
The key report for this week will be the July
employment report to be released on Friday... On Wednesday, the FOMC concludes
a two day meeting, and there is the possibility of additional policy
accommodation. The ECB)holds a meeting on Thursday, and there will be a focus
on ECB President Mario Draghi's comments following the meeting.
Next Week’s Tape: Big Jobs Report, Big Fed
Meeting – MarketBeat
/ WSJ
Podcast: MarketBeat Week (23min) – MarketBeat
/ WSJ
A Rough Week for Social Media and Will Central
Banks Act?
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead: Rolling out red carpet
for central bankers
– Reuters
Stocks took off at the end of the week, drawn
by the allure of a helping hand from the world's two most powerful central
banks. Traders are unlikely to resist those charms again next week.
Global Markets Week Ahead – Reuters
ECB meeting pivotal to next week's markets
after Draghi pledge * Stabilisation of euro crisis may be needed to avoid Aug 2011
rout * FOMC/BoE meetings; US payrolls; Global PMIs; Spain auction; European earnings
Currency Positioning and Technical Outlook – Marc
to Market
Given that market participants seem divided
about whether the Fed is prepared to act now or in September, the FOMC is
unlikely to disappoint very much. Given
Draghi's recent comments, the risk of disappointment seems greater from the
ECB.
Summary Of Recent Events – The
Short Side of The Long
Global business cycle in US and Germany continues to slow - Equity defensives still keep outperforming cyclical
sectors - Bond market technicals reveal a potential bearish divergence - Central
banks easing cycle will continue as economy slows - Gold's GLD ETF holdings
reduced as retail investors sell
Starting
the Week – RCS
Key Events
In The Coming Week – GS / ZH
The Weekly T Report: From QE to PE – TF
Market Advisors
Don't the Markets NEED QE? - Europe Won't Deliver? - There is no plan?
- Even if the plan is implemented, nothing is fixed? - So Europe is fixed? - Is Draghi Dumb?
Weekly Credit Update – Danske
Bank (pdf)
Credit indices finish the week tighter. Rating
agencies downbeat on sovereigns and financials across Europe. Non-financial primary market saw
high activity in long maturities.
EMEA Weekly – Danske
Bank (pdf)
Monetary easing warranted…and PMI numbers set to confirm it
Highlights from Monday’s FTfm – alphaville / FT
Emerging: Week Ahead – beyondbrics / FT
A week of PMI (purchasing managers index) reports
and trade balance data. Plus several major companies have results this week,
culminating in Petrobras on Friday.
CALENDARS
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank
Saxo Bank’s
quarterlies
Q3 FX Options Outlook: Buying opportunity? – Saxo
Bank
Q3 Commodity Outlook: Weather, geo-politics and growth battle – Saxo
Bank
Q3 Bond Analysis: Nordic yields reflect sheer madness – Saxo
Bank
Q3 Equity Outlook: The most unloved asset class – Saxo
Bank
Q3 Monetary Policy: Outlook for major central banks – Saxo
Bank
Q3 FX Outlook: Back to the strong USD future – Saxo
Bank
Q3 Market Comment: Denial or change? – Saxo
Bank
Q3 Macro Outlook: 2011 Déjà vu – Saxo
Bank
Q3 Market Comment: Denial or change? – Saxo
Bank