Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. I will update this post as new stuff comes online.
The usual weekend postings coming later, for now, have fun! You can get
update notifications by following MoreLiver on Twitter or Facebook. Contact me with any questions or
suggestions!
FRIDAY CLOSE
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
LAST WEEK
Weekly Scoreboard
– Between The Hedges
table of
weekly changes
Summary for Week ending May 4th – Calculated Risk
The key report – the April employment report – was disappointing. The other data was mixed. The ISM manufacturing index was above
expectations, but the ISM service index was below. The Chicago PMI was
soft, but auto sales were solid
Week in Review: The Stock Everyone Wants – DealBook
/ NYT
Market Week
Wrap-Up – Pragmatic Capitalism
main
events, stocks, FX
Succinct
summation of week’s events – The
Big Picture
summary of
positives/negatives
Wall Street posts worst week of 2012 as job
growth slows – Reuters
Wall Street ended its worst week this year with
a sharp selloff on Friday after a slowdown in job creation in the world's top
economy raised the biggest question mark yet about the prospects for U.S. growth.
Weekly Eurozone Watch: Bund Yield Low, Banks
Hammered – Global
Macro Monitor
Politics
this week – The Economist
Business
this week – The Economist
NEXT WEEK
Schedule for Week of May 6th – Calculated Risk
This will be a light week for economic releases. The key economic release is the March trade balance report to be released on Thursday. There will be several speeches by Fed officials
This will be a light week for economic releases. The key economic release is the March trade balance report to be released on Thursday. There will be several speeches by Fed officials
The discouraging April employment report is
keeping the monetary-stimulus flame alive
After Wall
Street ended its worst week of the year on Friday, U.S. stock investors will look across
the Atlantic next week to take their cue from Europe as France and Greece go to the polls.
S&P 500 Earnings Week Ahead – Reuters
Weighing the Week Ahead: Here Come the
Candidates! – A
Dash of Insight
Week Ahead
– Goldman Sachs / Zero Hedge
Week Ahead – Pragmatic Capitalism
Focus at the beginning of next week is likely
to centre on the outcome of this weekend’s elections in Greece and France. We expect growth in
Chinese industrial production to have accelerated in March, suggesting economic
growth is now close to trend.
Weekly Preview: Tragedy of Commons – BNY
Mellon
Whether France and Greece will ultimately
follow Spain’s lead in defying the EU’s mandated criteria on debt remains to be
seen; but on the basis of the most recent polls, then come Sunday evening, the
two countries will be led by administrations that have sworn to do just that.
Global Weekly Flash – BBVA
The political debate between “growth compact”
and “fiscal compact”, another source of volatility in the short-term?
Weekly Credit Update – Danske
Bank (pdf)
This suggests some robustness for credit but,
as has been the case for some weeks now, we hold the view that current
risk-reward within credit is not particularly attractive.
Government bond auctions – Saxo
Bank
Mon France
bills, Fri Italy bills
The Weekly
T Report: The Paucity of Growth – TF Market Advisors
By Monday there will have been a real shift in the political landscape in Europe
By Monday there will have been a real shift in the political landscape in Europe
EMEA
Weekly: Polish central bank to stay on hold – Danske
Bank (pdf)
This week in the EU – euobserver
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