Here are the links to the weekly roundups, reviews and also previews of the beginning week. A lot of the stuff is missing due to the European holidays, but I will update this post as new stuff comes available. If you've been away during the weekend, repent, and check what I have posted:Weekender: Euro Crisis: Reecent articles have a terribly negative sentiment, and no wonder – the spreads become much worse and the firewall is not getting much respect either.
Weekender: Economics: There were no absolute must-reads this weekend, but as the US data has softened up recently, estimating the probability of QE is probably the most important thing to do during the next couple of weeks.
Weekender: Trading & Markets: Some nice articles on whose fault it all was, who you can trust, centralized clearing etc.
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News (Fri evening) – Between The Hedges
News (Mon morning) – Between The Hedges
Markets (Fri evening) – Between The Hedges
Recap (Fri evening) – Global Macro Trading (on holiday)
LAST WEEK
Weekly Scoreboard – Between The Hedges
table of weekly changes
US Macro – Calculated Risk
The March employment report was below expectations with only 120,000 payroll jobs added… Is this the beginning of even slower employment growth, or was this just noise?…Overall it was a disappointing week and suggests sluggish growth.
DealBook’s Review – DealBook / New York Times
We lived the life of a billionaire (for a day), and found that the chances of up-and-coming financiers joining that club are slim. A look back on our reporting of the last week's highs and lows in finance.
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
The Weekender – alphaville / FT
Weekly Eurozone Watch – Global Macro Monitor
Spreads Blow Out, Banks Tank
Euro zone week ahead – MacroScope / Reuters
Politics this week – The Economist
Business this week – The Economist
NEXT WEEK
US Macro – Calculated Risk
The key reports Thu: Feb Trade Balance report, Fri: Mar Consumer Price Index. There will be several speeches by Fed officials.
The key reports Thu: Feb Trade Balance report, Fri: Mar Consumer Price Index. There will be several speeches by Fed officials.
Next Week’s Tape – Market Beat / Wall Street Journal
The weak March employment report keeps the door open for more Federal Reserve easing. Next week, Fed-watchers will have three inflation reports that could factor into the odds for more accommodation.
US Weekly Kickstart – Goldman Sachs / ZH
Wall St Week Ahead – Reuters
Since October, estimates for first-quarter earnings growth have tumbled while the S&P 500 has surged. With the earnings season starting next week, the outlook is not as sunny as in previous quarters.
Week Ahead – A Dash of Insight
Previous and the beginning week
FX Week Ahead – Goldman Sachs / Zero Hedge
Week Ahead – Bloomberg (mp3)
Earnings, Inflation, U.S. Presidential Race
Weekly Focus – Danske Bank (pdf)
Weekly Credit Update – Danske Bank (pdf)
Government bond auctions – Saxo Bank
EU: Week ahead – euobserver.com
EMEA Weekly – Danske Bank (pdf)
Emerging: Week Ahead – beyond brics / Financial Times
CALENDARS
Economic Calendar – fxstreet.com
Monthly Economic Calendar – fxstreet.com
Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
FX Options Analytics – Saxo Bank