Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
Previously on
MoreLiver’s:
LAST WEEK
Friday Close
Market Prices – Global
Macro Monitor
Europe: Peripheral Stocks Exploded Higher This Week –
ZH
US: Stocks Stick-Saved
While Bond Bears Battered – ZH
Weekly Scoreboard – Between
The Hedges
Europe's periphery stocks power on, bonds cool ahead
of payrolls – Reuters
The Economist’s Weeklies:
The Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
The week in the
United States Tapering, a few explanations… – BNP
The week in the
eurozone: The ECB talks dovish – BNP
NEXT WEEK
EVENTS
Schedule for Week – Calculated Risk
The key reports this week are retail sales and housing starts for
December. For manufacturing, Industrial Production for December, and the NY Fed
(Empire State), and Philly Fed
January surveys will be released this week. For prices, CPI will be released on
Thursday.
Economic Calendar – Berenberg
German 2013 GDP: only
0.5% growth shows euro crisis impact * UK retail sales and inflation: cautious Christmas
shopping season * US retail sales and industrial output: robust expansion
Economic Calendar – Handelsbanken
Wall Street Week Ahead – Reuters
For U.S. stocks, earnings take center stage
5 Things to Watch for
in Week – WSJ
Weighing the Week
Ahead – A Dash of Insight
Can Earnings Growth
Propel Stocks Higher?
Key events in the week
ahead by Goldman Sachs – ZH
STRATEGY
Weekly Focus – Danske
Bank
Weak nonfarm payrolls,
reduced risk of faster tampering. In the US, we expect retail sales to keep on improving
but at a slower pace. A lot of housing data is also due for release and
regarding Empire manufacturing PMI, it should close some of the gap to ISM
manufacturing.
Week Ahead – Nordea
A very light calendar.
Headlines will be inflation data out of US and Sweden.
CREDIT
FI Eye-Opener:
Welcome back volatility – Nordea
Bonds with a big rally
after disappointing payrolls. Bonds with more potential in the near future. Volatility
back to payrolls numbers. Excess liquidity closer to stabilizing? Proposed
leverage ratio softened. US inflation numbers and corporate earnings reports
ahead. Italian auctions setting this week’s issuance in motion. Big boost from
coupon and redemptions.
Weekly Credit Update – Danske
Bank
Market activity and
new issuance picking up following the holidays. New paper printing on secondary
curves signals high risk appetite in the market. The dovish stance from the ECB
signals low interest levels long into 2014.
FOREX
FX Outlook: Euro and Sterling to New Highs? – Marc to Market
Our analysis of the foreign exchange market has emphasized that what
many see as the US dollar's decline has largely limited to the euro and
sterling. On a broader basis, the dollar has been appreciating.
FX Drivers for the
Week Ahead – Marc to
Market
At the risk of oversimplifying, there seems to be a single overriding
driver of the global capital markets in the coming days. It is how investors see the implications of
last week's dismal jobs data.
EMERGING
EMEA Weekly – Danske
Bank
Russian economy in
2014: where to look for growth?
EM Week Ahead –
beyondbrics / FT
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet