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Saturday, March 23

23rd Mar - Weekender: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here.

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Previously on MoreLiver’s:

Roundups & Commentary
Markets – Between The Hedges
US: Dow Crushed 0.01% For 3rd Worst Week Of The Year – 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 – Portfolio Probe

Summary for Week Calculated Risk
The events in Cyprus are a reminder that there are downside risks to the economy, with the two most obvious risks being Europe and overly restrictive US fiscal policy. Otherwise the economy appears to be improving. This was another week of solid economic data.

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

(audio) MarketBeat Week: Europe’s Back, Volatility’s Back, Is BlackBerry?WSJ

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week Calculated Risk
The key reports this week are the February New Home sales report on Tuesday, Case-Shiller house prices for January, also on Tuesday, the February Personal Income and Outlays report on Friday, and the third estimate of Q4 GDP on Thursday. Fed Chairman Ben Bernanke will speak on Monday at the London School of Economics. Also, for manufacturing, the Dallas, Richmond and Kansas City Fed surveys for March will be released this week.

Economic CalendarHandelsbanken (pdf)

Next Week’s Tape – MarketBeat / WSJ

S&P 500 Earnings Week Ahead Reuters

Wall Street Week AheadReuters
Stocks could break through to all-time closing highs next week - provided a resolution to the fiscal woes of Cyprus satisfies investors.

(video) Europe Week Ahead: Bailout or bustReuters

(video) Asia Week Ahead: Japan, South Korea eye their factories Reuters

(video) US Week Ahead: Focus on Cyprus, Bernanke and housingReuters

Weekly Preview: See no evil, hear no evil BNY Mellon

Weekly Focus: Cyprus rocks the boatDanske Bank (pdf)
Cyprus will be the main market mover next week – Tuesday appears to be the deadline for reaching an agreement. The ECB is expected to stay on hold but weak data has increased the chances of a rate cut. In the US we expect another solid labour market report for March. The Bank of Japan is expected to deliver another round of aggressive easing with new Governor Kuroda at the helm. In China the NBS manufacturing PMI is also expected to rebound markedly

Weighing the Week Ahead: Can the Cyprus Fallout be Contained? A Dash of Insight

FX Positioning and Technical Outlook: Dollar Correction at Hand?Marc to Market

FX Forecast Update - March: Do not fight Mr Carney and Mr Kuroda Danske Bank (pdf)

Weekly Credit UpdateDanske Bank (pdf)

EMEA WeeklyDanske Bank (pdf)

Emerging Markets Calendar Handelsbanken (pdf)
Next week lacks major indicators from China, but worries about an earlier than expected slowdown due to disappointing Jan/Feb data could draw some extra attention to secondary indicators, such as the business confidence from MNI. High policy uncertainty in Brazil on the back of high inflation - beyond the Banco do Brasil's (BCB) expectations - and a tepid recovery have made financial markets crave policy signals from the BCB. Focus next week will therefore be on the quarterly inflation report, released on Thursday.

Emerging: Week Aheadbeyondbrics / FT

Agenda: – euobserver

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

Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat

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