Google Analytics

Saturday, March 17

17th Mar - Weekly Support

Here are the links to weekly summaries and previews of the next week. This post will be updated as new material comes in. For Goldman stuff, see Goldman Sachs Letter - The Collection and for the must-read articles Best of the Week. A Weekender- reading package coming up later. I’m on Twitter, Facebook, email, paper.li. Ask me anything – I’m eager to please.


FRIDAY CLOSE
News (Fri evening) – Between The Hedges

The Closer (Fri evening) – alphaville / FT

Markets (Fri evening) – Between The Hedges

Recap (Fri evening) – Global Macro Trading


LAST WEEK
Weekly Scoreboard – Between The Hedges
table of weekly changes

US Macro – Calculated Risk
US bank stress tests, mortgage settlement filed, macro data mostly positive. In Europe, Greek bailout accepted.

DealBook’s Review – DealBook / New York Times
financial headlines

Market Week Wrap-Up – Pragmatic Capitalism
main events, stocks, FX

Succinct Summation – The Big Picture
summary of positives/negatives

Emerging markets – beyondbrics / FT
roundup of the ending week’s stories

Weekly Eurozone Watch – Global Macro Monitor
bank stocks up, bond spreads tightened

Politics this week – The Economist

Business this week – The Economist


NEXT WEEK
US Macro – Calculated Risk
The key reports this week are housing related. This includes the NAHB builder confidence survey on Monday, housing starts on Tuesday, existing home sales on Wednesday, and new home sales on Friday.

Next Week’s Tape – Market Beat / Wall Street Journal
US-centric events and earnings

Wall St Week Ahead – Reuters 

Stocks' correction coming? Not that again

Week Ahead – A Dash of Insight
Previous and the beginning week

FX Week Ahead – Goldman Sachs / Zero Hedge

Week Ahead – BB (mp3)
U.S. Primaries, Greek Debt, Global Economy

Weekly Focus – Danske Bank (pdf)
US bond market finally surrendered, Greek auction 19-Mar, US housing data

Weekly Credit Update – Danske Bank (pdf)

Spreads tighter during the week fuelled by better macro numbers and CB liquidity. Tanking Spanish housing market could derail positive mood

Government bond auctions – Saxo Bank
Bill auctions in Spain, France and Portugal, Germany sells 2y bonds

EU: Week ahead – euobserver.com The Union's next seven-year budget, new tax laws 

EMEA Weekly – Danske Bank (pdf)
Liquidity driven rally set to continue

Emerging: Week Ahead – beyond brics / Financial Times



CALENDARS
Economic Calendar – fxstreet.com

Monthly Economic Calendar – fxstreet.com

Economic Calendar – BB

EU calendar – europa.eu