The last week reviewed – and the next previewed! Previous Weekly Support here.
Previously on MoreLiver’s
FRIDAY’S US CLOSE
Roundups & Commentary
News – Between The Hedges
Markets – Between The Hedges
Recap – Global Macro Trading
Roundup – Kiron Sarkar / The Big Picture
PricesWeekly Scoreboard – Between The Hedges
Weekly Eurozone Watch: EuroFear Returns – Global Macro Monitor
Week in Review – Global Macro Monitor
US Equity Sector ETF Weekly Performance – Global Macro Monitor
US market portrait – Portfolio Probe
Daily Recaps by Global Macro Trading and Kiron Sarkar
Summary for Week – Calculated Risk
This was a light week for economic data. The key release was the December trade report showing a smaller than expected trade deficit, and suggesting upwards revisions to the Q4 GDP report.
The Weekender – alphaville / FT
The Weekender – beyondbrics / FT
Weekly Bull/Bear Recap – Rational Capitalist Speculator
Succinct summation of week’s events – The Big Picture
(podcast) MarketBeat Week: Apple’s Cash Challenge – MarketBeat / WSJ
The Einhorn plan, what it means for Apple and its shareholders, the deal to take Dell private and LinkedIn's quarterly results.
Week in Review – DealBook / NYT
David Einhorn sues Apple over its plan for stocks * E-mails imply JPMorgan knew some mortgage deals were bad * A guilty plea and a big fine for the Royal Bank of Scotland in the rate-rigging case
Politics this week – The Economist
Business this week – The Economist
Schedule for Week – Calculated Risk
Schedule for Week – Calculated Risk
The key reports for this week will be the January retail sales report on Wednesday, and January Industrial Production on Friday.
Economic Calendar – Handelsbanken (pdf)
Next Week’s Tape: New Year Off to a Modest Start – MarketBeat / WSJ
Investors and economy-watchers will have a few January and February reports to peruse next week, and economists expect the numbers to show the economy started 2013 at a modest pace.
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead: Strong start to 2013 could be tested – Reuters
The stock market is no stranger to strong performances in January, only to see the lofty gains early in the year transition into months of grinding action that goes nowhere.
(video) Europe Week Ahead – Reuters
(video) Asia Week Ahead: In China, new year but few new loans – Reuters
(video) US Week Ahead: Obama's goals could hit fiscal wall – Reuters
Weekly Preview: Looking to G20 – BNY Mellon
One of the G20’s members is being guided entirely by self-interest and this is all that is required to scupper plausible agreement at the aggregate level.
Global Alpha Weekly: Distinguish markets from CBs – Nordea (pdf)
The recent aggressive back-up in EUR rates can be derived from a mix of coincident factors: the pick-up in confidence indicators and consensus expectations being caught off guard, a surprisingly positive tone from Draghi which deleted the pricing of a negative deposit rate, and larger-than-expected draining of excess liquidity.
Weekly Focus: Currency war heats up – Danske Bank (pdf)
FX Positioning and Technical Outlook: Correction or Reversal? – Marc to Market
The key issue facing market participants this week is whether the price action represents a correction to the recent trend or a reversal or the start of a new trend.
Weekly Credit Update – Danske Bank (pdf)
EMEA Weekly – Danske Bank (pdf)
Emerging Markets Calendar – Handelsbanken (pdf)
The coming week will be very quiet, due mainly to the Lunar New Year in China but also to Carnival celebrations in Brazil. This implies no major data releases out of China and only a couple of inflation-indicators from Brazil. Instead, emerging Europe will get some "air time," with GDP data from the Baltics, as well as the Czech Republic and Hungary.
Emerging: Week Ahead – beyondbrics / FT
Economic Calendar – Forexpros
Economic Calendar – fxstreet.com
Monthly Economic Calendar – fxstreet.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat