Google Analytics

Saturday, August 2

2nd Aug - W/E: Weekly Support



Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here. Post will be updated as new stuff comes along.


Follow ‘MoreLiver’ on Twitter


Weekly Scoreboard – Between The Hedges
Friday’s Price Monitor – Global Macro Monitor
European Stocks Plunge Into Red For 2014, Portugal Down 10% This Week – ZH
Stocks Suffer Worst Losing Streak Since 2011 – ZH

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
Bank of England: wait for the dissent in the minutes? * ECB: dovish talk * Italian Q2 GDP: back to modest expansion

Economic CalendarHandelsbanken

Kiron Sarkar’s Weekly Report – The Big Picture

5 Things to Watch on the Economic CalendarWSJ
Upcoming reports will detail worker productivity, credit use and price pressures among service providers.

Wall Street Week AheadReuters
Wall Street's worst week in two years was enough to get investors worried about whether a long-overdue correction is coming, but analysts are still leaning bullish.

EU Week Ahead – WSJ



Some Thoughts about the Week AheadMarc to Market

Key Events In The Current WeekZH



Weighing the Week AheadA Dash of Insight
Will the Fed’s Experiment End Badly?

Weekly Market OutlookMoody’s

Weekly FocusDanske Bank
Focus will shift to the ECB next week after the US central bank stole the limelight in the past week: stronger US data - rate hikes moving closer

StrategyDanske Bank
Hit to risk sentiment is a bull market correction * Global recovery strengthens driven by US and China * Euro area lagging but set to pick up momentum soon * Bond yields shrug off fundamentals - for now * EUR/USD trend lower.

Week AheadNordea
Q2 unit labour cost and productivity data will be most important from the US next week. In the Euro Area we will not expect any new measures from the ECB at this point. Likewise, we expect no changes in the rate or the Asset Purchase Program at the August MPC meeting (BoE). We expect the Chinese export to trend higher in July. BoJ is expected to hold on despite disappointing data from Japan. The Swedish manufacturing production plummeted in May.

Scandi markets ahead – Danske Bank


Viikkokatsaus: Lomat pidetty – mikä on talouden suunta?Nordea
Yhdysvallat: Vahvasti eteenpäin * Euroalue: Pehmeät mittarit yllättävän vahvoja * Iso-Britannia: Vahva meno jatkuu * Suomi: Ei merkkejä piristymisestä * Pakotteet rokottavat myös Eurooppaa

  STOCKS
Weekly Market SummaryThe Fat Pitch
Despite the large fall this week, the longer term technical picture for SPX is positive. We will discuss the shorter term perspective in a moment, but for traders with a long time horizon, a return to the recent highs is odds-on.

  CREDIT
Weekly Credit Update – Danske Bank

Euro rates updateNordea

  FOREX
FX Outlook: Pause in US dollar rallyMarc to Market

  EMERGING
EMEA WeeklyDanske Bank
New sanctions to weigh further on Russian economy

EM Preview: The Week Ahead – Marc to Market


CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
MarkkinakalenteriNordnet
MarkkinakalenteriTaloussanomat


Follow ‘MoreLiver’ on Twitter