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Saturday, January 19

19th Jan - Weekender: Weekly Support

The last week reviewed – and the next previewed! Previous Weekly Support here. Additions & missing ones coming up later.

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Previously on MoreLiver’s:                  

Roundups and Commentary
Markets – Between The Hedges
Europe: Stocks End Week At Highs, Credit At Lows – ZH
US: CruciVIXion – ZH

Weekly Scoreboard – Between The Hedges
Weekly Eurozone Watch – Global Macro Monitor
Week in Review – Global Macro Monitor
U.S. Equity Sector ETF Weekly Performance – Global Macro Monitor

US market portrait 2013 week 3 – Portfolio Probe

Summary for Week ending 18-JanCalculated Risk

Most of the data released last week was encouraging. Housing starts were up 28% annually in 2012 - a strong increase, and starts are still very low… retail sales in December were stronger than expected, industrial production increased, and weekly unemployment claims fell sharply… On the negative side, both the NY Fed (Empire State) and Philly Fed manufacturing indexes indicated contraction in January.  Even though housing is picking up, manufacturing remains weak.
The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

(audio) Weekly MarketBeat PodcastMarketBeat / WSJ
This week’s bank earnings, Dell's potential leveraged buyout and Apple's tumbling stock price.

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week of 20-JanCalculated Risk

There are two key December housing reports that will be released this week, Existing home sales on Tuesday, and New Home sales on Friday. For manufacturing, the January Richmond Fed and Kansas City Fed surveys will be released this week.

Next Week’s Tape: A Holiday, and Earnings OnslaughtMarketBeat / WSJ
After markets take Monday off, next week will be dominated by earnings, with Apple, Google, Microsoft, Starbucks, Netflix, J.B. Hunt, and Lockheed Martin reporting earnings, among a host of others.

S&P 500 Earnings Week AheadReuters

Next Week's Key Earnings ReportsBespoke
Earnings reports have been trickling in so far this season, but things will pick-up big time next week when more than 300 companies release their quarterly results from Tuesday through Friday

Best and Worst Performing Stocks on EarningsBespoke
So far this earnings season, 101 companies have released their quarterly results.  These 101 companies have averaged a one-day change of +0.31% on their report days

Top-Line Numbers Coming In StrongBespoke
It's still too early to draw any significant conclusions about this earnings season, but one positive we've seen so far is the revenue beat rate.

Wall Street Week Ahead: Earnings, money flows to push stocks higherReuters
With earnings momentum on the rise, the S&P 500 seems to have few hurdles ahead as it continues to power higher, its all-time high a not-so-distant goal.

(video) Europe Week AheadReuters

(video) Asia Week Ahead: Dawn of a new day for Bank of JapanReuters

(video) US Week Ahead: Apple's moment of truth!Reuters

Global Alpha WeeklyNordea (pdf)
FX: Momentum still in favour of risk-on and EUR rebound * Fixed Income: Fed in driver’s seat * Reiterating our 2013 views

Weekly Preview: Wars 'n' yieldsBNY Mellon
Weekly Focus: Market focus turning to LTRO repaymentsDanske Bank (pdf)
Europe IFO, PMI, Eurogroup/Ecofin meetings * US PMI * China PMI * Japan BoJ meeting

Market Analysis: – The Short Side of the Long

Weighing the Week Ahead: Signs of a New Bull Market? A Dash of Insight

FX Positioning and Technical OutlookMarc to Market

The Weekly T Report: – TF Market Advisors

Weekly Credit UpdateDanske Bank (pdf)
Credit has performed strongly so far in 2013 but the last few trading sessions indicate that the rally has lost steam.

EMEA Weekly, Week 4Danske Bank (pdf)
The door for further easing in South Africa has been closed

Emerging: Week Aheadbeyondbrics / FT

World: The Week Ahead – FT

EU Agenda: Juncker bows out as Eurogroup chiefeuobserver
Jean Claude Juncker is to bow out as President of the Eurogroup this week with Dutch finance minister Jeroen Dijsselbloem to take his place.

Economic Calendar – Forexpros
Economic Calendar –
Monthly Economic Calendar –
Economic Calendar – BB
EU calendar –


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