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Saturday, January 26

26th Jan - Weekender: Weekly Support

The last week reviewed – and the next previewed! Previous Weekly Support here.

Previously on MoreLiver’s:

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Markets – Between The Hedges

Europe: Exposing A Bifurcated EuropeZH
US: Gold Slammed, S&P Over 1,500 On Best January In Stocks Since 1994 – 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 4 Portfolio Probe
Daily Recaps by Global Macro Trading and Kiron Sarkar
Friday            GMT,  KS
Thursday        GMT,  KS
Wednesday    GMT,  KS
Tuesday         GMT,  KS

Summary for Week ending 25-JanCalculated 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.

The Weekenderbeyondbrics / FT

Weekly Bull/Bear RecapRational Capitalist Speculator

MarketBeat Podcast: One Heckuva Hedge-Fund SmackdownMarketBeat / WSJ
The made-for-reality-TV moment that took place this afternoon between Bill Ackman and Carl Icahn.

Week in Review: Rumble on Basic CableDealBook / 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 weekThe Economist

Business this weekThe Economist

Schedule for Week of 27-JanCalculated 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.

Next Week’s Tape: Jobs Report Caps Heavy Dose of DataMarketBeat / WSJ

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
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.

(video) Europe Week Ahead Reuters
Earnings bonanza, Spanish Q4 GDP, PMIs

(video) Asia Week AheadReuters
Honda a standout in Japan's earning season

(video) US Week Ahead Reuters
Boeing results could show jumbo problems

Global Alpha WeeklyNordea (pdf)
FX: Safe-havens out of fashion * Fixed Income: Steeper yield curves a major them in 2013 * LTRO and the early repayment option

Weekly PreviewBNY 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)
Five themes to drive the market this year

Weekly Credit UpdateDanske Bank (pdf)

EMEA Weekly, Week 5Danske Bank (pdf)

Emerging: Week Aheadbeyondbrics / FT

Agenda: EU and national parliaments debate economic policieseuobserver
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.

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


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