The last
week reviewed – and the next previewed! Previous Weekly Support here.
Previously on MoreLiver’s:
FRIDAY CLOSE
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Roundup – Kiron
Sarkar / The Big Picture
US: Gold
Slammed, S&P Over 1,500 On Best January In Stocks Since 1994 – ZH
LAST WEEK
Prices
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 4 – Portfolio Probe
US market portrait 2013 week 4 – Portfolio Probe
Daily Recaps by Global Macro Trading and Kiron Sarkar
Summary for Week ending 25-Jan – Calculated Risk
This was a light week for economic data. The housing data - new and existing home sales - appeared a little weak in December, but the underlying details were solid...On the negative side, both the Richomd and Kansas City Fed manufacturing indexes indicated contraction in January. However, the Markit Flash PMI was fairly strong.
This was a light week for economic data. The housing data - new and existing home sales - appeared a little weak in December, but the underlying details were solid...On the negative side, both the Richomd and Kansas City Fed manufacturing indexes indicated contraction in January. However, the Markit Flash PMI was fairly strong.
The
Weekender – beyondbrics
/ FT
Weekly Bull/Bear Recap – Rational
Capitalist Speculator
MarketBeat Podcast: One Heckuva Hedge-Fund
Smackdown – MarketBeat
/ WSJ
The
made-for-reality-TV moment that took place this afternoon between Bill Ackman
and Carl Icahn.
Week in Review: Rumble on Basic Cable – DealBook
/ NYT
Hedge fund
magnates take their feud to CNBC * A sign to Wall St. in Obama's picks for regulators * Goldman
overcomes its latest headache * Jesse Eisinger of ProPublica on a suit that
hints at behavior by bankers in a bubble * A look back on our reporting of the
past week's highs and lows in finance.
Politics this week – The
Economist
Business this week – The
Economist
NEXT WEEK
Schedule for Week of 27-Jan – Calculated Risk
The key reports are the Q4 advance GDP report to be released on Wednesday, and the January employment report on Friday. Other key reports include Case-Shiller house prices for November on Tuesday, the ISM manufacturing index on Friday, and auto sales on Friday. There is an FOMC meeting on Tuesday and Wednesday, with an announcement scheduled for Wednesday at 2:15 PM ET. No significant changes are expected.
The key reports are the Q4 advance GDP report to be released on Wednesday, and the January employment report on Friday. Other key reports include Case-Shiller house prices for November on Tuesday, the ISM manufacturing index on Friday, and auto sales on Friday. There is an FOMC meeting on Tuesday and Wednesday, with an announcement scheduled for Wednesday at 2:15 PM ET. No significant changes are expected.
Next Week’s Tape: Jobs Report Caps Heavy Dose
of Data – MarketBeat
/ WSJ
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Stocks have
been on a tear in January, moving major indexes within striking distance of
all-time highs. The bearish case is a difficult one to make right now.
Earnings
bonanza, Spanish Q4 GDP, PMIs
Honda a
standout in Japan's earning season
(video) US Week Ahead – Reuters
Boeing
results could show jumbo problems
Global Alpha Weekly – Nordea
(pdf)
FX: Safe-havens out of fashion * Fixed Income: Steeper
yield curves a major them in 2013 * LTRO and the early repayment option
Weekly Preview – BNY
Mellon
Weighing
the Week Ahead – A Dash of Insight
FX Positioning and Technical Outlook – Marc to Market
Interesting
contrarian opportunities
Weekly Focus: Germany shows the way – Danske Bank (pdf)
Commodities 2013 – Danske Bank (pdf)
Weekly Focus: Germany shows the way – Danske Bank (pdf)
Commodities 2013 – Danske Bank (pdf)
Five themes
to drive the market this year
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly, Week 5 – Danske
Bank (pdf)
Emerging: Week Ahead – beyondbrics / FT
Agenda: EU and national parliaments debate
economic policies –
euobserver
Members of
EU and national parliaments this week are looking at ways how to better
coordinate economic policies, with negotiations on the next seven-year budget
and on the single banking supervisor entering the final phase.
CALENDARS
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat