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Friday, May 4

4th May - Weekly Support

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!   

Markets – Between The Hedges

Weekly ScoreboardBetween 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 WantsDealBook / NYT

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

Succinct summation of week’s eventsThe Big Picture
summary of positives/negatives

Wall Street posts worst week of 2012 as job growth slowsReuters
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 HammeredGlobal Macro Monitor

Politics this weekThe Economist

Business this weekThe Economist

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

Next Week’s Tape: From Jobs to InflationMarket Beat / Wall Street Journal
The discouraging April employment report is keeping the monetary-stimulus flame alive

Wall St Week Ahead: All eyes on European elections Reuters
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 AheadReuters

Weighing the Week Ahead: Here Come the Candidates!A Dash of Insight

Week Ahead – Goldman Sachs / Zero Hedge

Week Ahead – Pragmatic Capitalism

Global Week Ahead: Consumers,
Disney, RussiaBloomberg (mp3)

Weekly Focus: Europe trailing the US and China Danske Bank (pdf)
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 CommonsBNY 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 FlashBBVA
The political debate between “growth compact” and “fiscal compact”, another source of volatility in the short-term?

Weekly Credit UpdateDanske 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 auctionsSaxo Bank
Mon France bills, Fri Italy bills

The Weekly T Report: The Paucity of GrowthTF Market Advisors 
By Monday there will have been a real shift in the political landscape in Europe

EMEA Weekly: Polish central bank to stay on holdDanske Bank (pdf)

This week in the EUeuobserver

Emerging: Week Aheadbeyond brics / Financial Times


Monthly Economic

Economic CalendarBB


Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank