Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here.
It is going to be a
dull week on the macro number front: German IFO index on Monday, US durable
goods on Tuesday are the main events. I guess the Asian interbank crisis, US
Fed tapering and the traditional euro crisis will dominate the headlines. Thursday’s
business and consumer survey from Europe is also
bound to disappoint. I will update the missing links as soon as they are available. Next up, big weekender posts and updating my 'Fed Watch'-special.
Previously on MoreLiver’s:
FRIDAY CLOSE
Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Europe: Stocks Plunge To Worst Week In 13 Months – ZH
US: Treasuries' Worst Week In 50 Years; Stocks Worst Week In 2013 – ZH
LAST WEEK
Prices
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
The Weekender – alphaville
/ FT
The Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
The Week That Was – ZH
Podcast: Overreaction, or the Right Reaction? – MoneyBeat
/ WSJ
Week in Review: Cracking Down on Consultants – DealBook
/ NYT
Regulator in New York sets tough bank fine. | Regulators are divided
regarding consultants. | Consultants may face tighter rein from Albany. |
Headhunter for the rich turned on them, says Andrew Ross Sorkin.
NEXT WEEK
Schedule for Week –
Calculated Risk
There are two key housing reports to be released this week: New Home
sales for May and Case-Shiller house prices for April. Other key reports are the third estimate of
Q1 GDP on Wednesday, and the May
Personal Income and Outlays report on Thursday. For manufacturing, the Dallas, Richmond, and Kansas City regional
manufacturing surveys for June will be released this week.
Economic Calendar – Berenberg
(pdf)
New addition, also includes important events and short comments where necessary.
Economic Calendar – Handelsbanken (pdf)
Economic Calendar – Handelsbanken (pdf)
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead: Stocks face more
hurdles after Fed turbulence –
Reuters
Bargain-hunters
beware! Wall Street's 2 percent weekly fall may not be the buying opportunity
for stocks that it might seem.
Bruised investors bid
good riddance to Q2
(video) Asia Week
Ahead: – Reuters
(video) US Week Ahead – Reuters
Don't sweat the
selloff -strategist
Weekly Focus: Fed
talk makes markets tumble – Danske
Bank (pdf)
The most important US
release will be durable goods orders where we expect a relatively weak report.
Week Ahead: 25-28 June 2013 – Nordea
(pdf)
US: The release of the
PCE deflator (Thursday) is still important for markets as Bernanke underlined
that the pace of asset purchases is dependent not only on economic growth and
the labor market but also on the inflation picture. Germany: Low Euro zone
inflation in April may have been a significant factor in ECBs dovish turn.
Hence, market participants will continue to watch inflation figures closely.
German CPI is up for release next week (Friday).
Weighing the Week
Ahead – A Dash of Insight
How Will Markets Digest the New Fed Message
FX Positioning and
Technical Outlook – Marc to Market
The US dollar was trading at four month lows into the middle of last week against the euro, sterling and Swiss franc. This was reflected in the Dollar Index, which was also at four month lows. The greenback concluded the week with a strong three day advance that retraced a third to half of its decline since late May.
The US dollar was trading at four month lows into the middle of last week against the euro, sterling and Swiss franc. This was reflected in the Dollar Index, which was also at four month lows. The greenback concluded the week with a strong three day advance that retraced a third to half of its decline since late May.
Weekly Credit Update – Danske
Bank (pdf)
Grotesque market
reaction is a symptom of a liquidity-driven rally. DONG carried through its
hybrid exchange offer. Increased risk-weights at Danske Bank.
Commodities Update – Danske
Bank (pdf)
China fears the key worry for commodities, the violent sell-off seen over the past few days
in risk markets has not left commodities untouched
Emerging Markets
Calendar – Handelsbanken (pdf)
Emerging: Week Ahead –
beyondbrics / FT
Agenda this week – euobserver
EU leaders will gather
in Brussels at the end of the week to discuss both youth employment as well as
further steps towards banking union.
EU Week Ahead June 24-28 – WSJ
EU's leaders descend
in the second half to discuss economic policy. Topping the agenda for the
Thursday and Friday summit will be soaring youth unemployment, finding finance
for smaller companies, and piecing together a banking union.
Agenda - The Week Ahead 24-30 June 2013 – Europa
Committees and
political group meetings, Brussels
CALENDARS
Economic Calendar – investing.com
Economic Calendar – fxstreet.com
Monthly Economic
Calendar – fxstreet.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
