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Saturday, February 2

2nd Feb - 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
US: Dow Closes Over 14,000 - Highest Close Since October 2007 – ZH

Weekly Scoreboard – Between The Hedges
Weekly Eurozone Watch – Global Macro Monitor
Week in Review – Global Macro Monitor
US Equity Sector Weekly Performance – Global Macro Monitor
US market portrait – Portfolio Probe

Daily Recaps by Global Macro Trading and Kiron Sarkar
Friday            GMT,  KS
Thursday        GMT,  KS
Wednesday    GMT,  KS
Tuesday         GMT,  KS
Monday         GMT,  KS

Summary for Week Calculated Risk
The big story of the week was the negative print for Q4 GDP. However the underlying details were better than the headline number and most analyst shrugged off the slight contraction as a combination of "one-off drags"…The headline number for the employment report was a little below expectations, but the upward revisions to previous months more than offset the disappointment…Overall the data still suggests sluggish growth.  There will probably be more drag from the payroll tax hike - and possibly the "sequestration" cuts, but it appears the outlook is improving.

The Weekenderbeyondbrics / FT

The Weekenderalphaville / FT

Weekly Bull/Bear RecapRational Capitalist Speculator

Succinct summation of week’s eventsThe Big Picture

(podcast) MarketBeat Week: The Countdown Is OnMarketBeat / WSJ
The January jobs report and the Dow's push toward all-time highs.

Week in Review: Wall Street's Friend Atop the S.E.C.DealBook / NYT
Federal authorities are investigating firms hired to help banks clean up misdeeds like foreclosure abuses * Battling big beer *Andrew Ross Sorkin says that Mary Jo White's work for Wall Street is a problem

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week Calculated Risk
This will be a light week for economic data. The key report for this week will be the December trade balance report on Friday.

Next Week’s Tape: Chase for 14000 Gets Real MarketBeat / WSJ
Next week's calendar is considerably lighter than this week's. Reports include productivity, the services sector, and jobless claims. Disney, Yum, LinkedIn and others report earnings.

S&P 500 Earnings Week AheadReuters

Wall Street Week Ahead: 'Great Rotation'- A Wall Street fairy tale?Reuters
Wall Street's current jubilant narrative is that a rush into stocks by small investors has sparked a "great rotation" out of bonds and into equities that will power the bull market to new heights.

(video) Europe Week Ahead: – Reuters

(video) Asia Week Ahead: – Reuters

(video) US Week Ahead: Three trip wires for Dow 14kReuters

Weekly Preview: Strategies and DilemmasBNY Mellon

Global Alpha Weekly Nordea (pdf)
Ahead of US NFP * FX: We stay long EURUSD * Fixed Income: BoE & ECB decisions crucial going forward

Weekly Focus: ECB out of syncDanske Bank (pdf)

Market Analysis: Equities In Euphoria!The Short Side of the Long

Weighing the Week Ahead A Dash of Insight
Market correction coming?

FX Positioning and Technical OutlookMarc to Market
The main drivers of the foreign exchange market have strengthened.  This means that the current trends, especially euro strength and yen, sterling and dollar bloc weakness are likely to persist.

Weekly Credit UpdateDanske Bank (pdf)

EMEA WeeklyDanske Bank (pdf)

Emerging: Week Aheadbeyondbrics / FT

Agenda: EU budget talks to dominateeuobserver
EU leaders gather in Brussels at the end of the week for a second attempt to agree the bloc's budget framework for 2014-2020.

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


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