Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Weekly market wrap – ZH
Panic-Buying Melt-Up
Rescues Stocks From Red Close
Succinct summation of week’s events – The
Big Picture
Schedule for Week – CalculatedRisk
Economic Calendar – Berenberg
US non-farm payrolls:
job growth continues * ECB meeting: more details on June measures? * Eurozone
credit data: signs of improvement? * Global PMIs: firming recovery
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Because of Friday’s
observance of Independence Day, the U.S. faces a short workweek, but that won’t limit
the number of reports out next week.
Weighing the Week Ahead: Economic Fireworks? – A Dash
of Insight
With the stunning decline in
Q1 GDP, the health of the US
economy has once again taken center stage. The week ahead is shortened by a Friday
holiday, but is packed with important data releases… In a quiet, low volume trading environment, we could see some early
fireworks!
Key
events of the week – ZH
Wall St Week Ahead – Reuters
Short week, jobs data
may bring back swings
Week Ahead – Bloomberg
U.S. Jobs, Yellen, Lew, Tankan, ECB
There’s set to be a
double whammy next week as the European Central Bank holds it monthly meeting,
the same day as the U.S. Non-Farm Payrolls are released.
EU Week Ahead – WSJ
After a week where
everyone was focused on whether Jean-Claude Juncker would receive the
nomination for the Commission’s top job — he did, in case you missed it — this
week will start with the vote for the new president of the Parliament.
Weekly Market Outlook – Moody’s
Soft Economy Implies
Below-Trend Yields and Above-Trend Business Borrowing
Weekly Focus – Danske
Bank
Riksbank meeting expect
a 25bp cut and a lowering of its interest rate path * ECB meeting less eventful
as the ECB will now evaluate the effect of measures from June * US ISM
manufacturing index and June employment report * Look for good news from China: NBS manufacturing PMI Index
Strategy: Where is the inflation? In asset
prices – Danske
Bank
Central banks create
inflation – but not in consumer prices * Risk of creating new bubbles * New
bond yield conundrum on the way? * US housing and capex picking up, core
inflation rises further
Week Ahead – Nordea
US ISM and Nonfarm
payrolls, along with policy meetings from the ECB and the Riksbank. We will see
Euro area Inflation and Norwegian Retail sales.
STOCKS
Weekly Market Summary – The Fat
Pitch
The second quarter
ends Monday. Over the past three months, equities underperformed bonds by
180bp. Utilities and energy were the equity sector leaders. Defensive sectors
mostly beat cyclicals.
CREDIT
Weekly Credit Update – Danske
Bank
Divergence between US and EUR macro outlook and
central bank policy.
Market Data Highlights – Moody’s
Euro
rates update – Nordea
FOREX
EMERGING
EMEA Weekly – Danske
Bank
Belka should cut but
will not. Romanian central bank likely to ease further next week.
EM Preview: The Week
Ahead – Marc to Market
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet