Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here. Note that some houses are already on holiday mood, thus several missing links...
Previously on MoreLiver's:W/E: Roundup of the world's week
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Weekly Scoreboard – Between
The Hedges
Friday’s Price
Monitor – Global Macro Monitor
Weekly market wrap – ZH
Russell
2000 Slumps Into Red For 2014; Gold Best Year-To-Date
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
China Q2
GDP: stabilising growth * Central bankers in parliament: Draghi, Yellen, Carney
testimonies * German investor confidence: new turbulences? *UK labour market:
boom continues
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Next week
brings with it a long slate of reports, along with the Federal Reserve
chairwoman’s semiannual testimony to Congress and the Fed’s Beige Book.
Kiron Sarkar’s Weekly Update – The
Big Picture
Wall St
Week Ahead: Tech earnings – Reuters
EU Week
Ahead July 14-18 – WSJ
Juncker
Vote, TTIP and Another Summit
Weekly
Market Outlook – Moody’s
Special
Event Downgrades Warn of an Aging Upturn
Weekly
Focus – Danske Bank
Strategy: –
Danske Bank
Week Ahead – Nordea
Fed
Chairman Yellen will present the semi-annual Monetary Policy Report to
Congress. UK and the Euro-zone will both be out with CPI. The most important
Chinese figure in next weeks calendar will be y/y GDP. The BoJ will come out
with their Monetary Policy Statement.
Scandi markets
ahead – Danske Bank
Viikkokatsaus
– Nordea
STOCKS
Weekly
Market Summary – The Fat Pitch
CREDIT
Weekly Credit Update – Danske
Bank
Markets fell due to increasing risk-off
sentiment among investors.The Fed expects to end its QE3 programme in October.
TeliaSonera is set to acquire Tele2 Norway.
Market Data Highlights – Moody’s
Bonds: On the edge of another
summer crisis? – Nordea
The market reaction from the past few days
brings back some memories of the Euro-zone debt crisis, when problems in a
small country caused jitters across markets. However, there are plenty of
reasons to argue, why this is not the start of another crisis.
Euro rates update – Nordea
FOREX
FX: cautiously
realistic – Nordea
The USD
hovering at a major 1.5y support - break here should bring major new lows;
European bad IP data, out this week, already "in the price". Good
luck fighting Draghi.
FX Forecast Update July – Danske
Bank
Following the surprisingly dovish action from the two Scandinavian central banks and the recent rally in both EUR/SEK and EUR/NOK, we have revised our targets for Scandi crosses.
Following the surprisingly dovish action from the two Scandinavian central banks and the recent rally in both EUR/SEK and EUR/NOK, we have revised our targets for Scandi crosses.
EMERGING
EMEA Weekly – Danske
Bank
TCMB to cut again, SARB on hold. Only minor changes to
our EMEA FX forecast.
EM Preview:
The Week Ahead – Marc to Market
OTHER
Commodities Update – Danske
Bank
In June’s
Oil Market Report, IEA has revised down its oil demand forecast for 2014 and
revised up its forecast for non-OPEC supplies this year.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet