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Sunday, January 26

25th Jan - Weekly Support

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:

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Friday Close
Market Prices – Global Macro Monitor
Stocks Suffer Worst Week In 19 Months; Dow Gives Up All "Taper" Gains – ZH
Weekly Scoreboard – Between The Hedges

The Economist’s Weeklies:

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
Fed meeting: gradual QE tapering * US and UK GDP: strong growth in Q4 2013 * Germany Ifo business confidence: good start to 2014 * Eurozone inflation and credit data: very subdued

Economic CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

Wall Street Week Ahead: Stocks may fall again as Fed stays courseReuters
U.S. stocks could be set for another selloff next week as the Federal Reserve is expected to announce it will keep withdrawing its economic stimulus, further pressuring equities already roiled by a flight from emerging markets.

5 Things to Watch on Economic CalendarWSJ
Reports on housing, factory orders and consumer optimism. The main show will be the Federal Reserve meeting on Tuesday and Wednesday but the State of the Union could include mention of economic topics

What Matters in the Week Ahead for Global MarketsWSJ

Europe’s Week Ahead: EU Unemployment, U.K. GDP And The FedWSJ

Weighing the Week Ahead: What is the Market Message?Dash of Insight
The week ahead features a real free-for-all with plenty of data, Fed news, and earnings results. After weeks of a data drought, there is finally something to savor… The market action has taken center stage, with everyone trying to infer the message from the 2.6% decline in the S&P 500.

Kalenteri Viikko 5Nordea

The EU’s Week Ahead: Brussels Gears up For Putin ShowdownWSJ
Vladimir Putin comes to Brussels for a regular summit meeting with EU-Russian relations strained across a number of fronts.

Key events in the week ahead by Goldman Sachs – ZH

Weekly Focus: Emerging markets wobble againDanske Bank
US Fed to cut its monthly bond purchases by an additional USD10bn despite the disappointing labour market report in December, GDP probably expanded a solid 3.5% q/q annualised on the back of strong private consumption. EZ attempt to fit the last pieces in the banking union puzzle in connection with next week’s euro group meeting. China could face the first ever default on a trust product next week and how well it is handled could prove important for financial markets. Japan, increase in inflation slowed in December, underscoring that the last push towards reaching the 2% inflation target will be difficult.

Week AheadNordea
The Fed meeting on Wednesday will be on top of the agenda next week. Will the Fed continue to scale down their asset purchases or not? This alongside the Q4 GDP report from US, HICP inflation from the Euro area and the Ifo survey from Germany coming up.

Strategy: Risk markets in correction mode as EM wobbles againDanske Bank
Risk markets vulnerable in the short term as EM woes return * The Fed is on autopilot for now * Risk of further decline in core bond yields in the short term * Rising probability of ECB cut in February or March as money market tensions intensify. Euro area growth continues to surprise on the upside while China disappoints.

Scandi Markets AheadDanske Bank
Bond auctions and Scandi currencies exposed if EM crisis develops further

Viikkokatsaus: Fediltä uusi taaperoNordea
Viime viikko: Heikohko PMI Kiinasta – Yhdysvallat ja euroalue lunastivat odotukset * Kiinan BKT (Q4) osui odotuksiin Tuleva viikko:  Fediltä uusi taapero (ke) Q4 BKT-lukuja (Yhdysvallat + UK) Euroalueella katseet inflaatiossa (pe)

Weekly Credit UpdateDanske Bank
High issuance activity and strong investor demand continues. Rally in eurozone periphery debt markets with yields at post-crisis low

Euro RatesNordea

FI Eye-Opener: Finally a correction lower in equity pricesNordea

FX Outlook Marc toMarket
The biggest move, over the past week, among the major currencies, was the short squeeze that lifted the Japanese yen

EMEA Weekly, Week 5Danske Bank
Ukraine: politics weigh on economy * Sell-off in rand puts pressure on the SARB

EM Preview: The Week Ahead – Marc to Market

EM Week Aheadbeyondbrics / FT

EM Bond Snapshot - January 2014Danske Bank
It has been a very challenging start to 2014 for global emerging markets and the kind of turmoil we saw in 2013 has spilled over into 2014.

EM FX: Strong headwinds aheadNordea
Plenty negative news from Emerging Markets this week, which caused the EM FX to weaken across the board. Looking ahead a few weeks, uncertainty regarding EM will remain elevated in Argentine currency market, Chinese shadow banking sector and political crisis in Turkey and Thailand.

Stress Indicators: No stress, be happyTradingFloor
Significantly lower global growth in H2 2014 * Asia growth to be adjusted down 100-200 bps * Abenomics running out of steam before April VAT hike

New Financial ForecastsNordea
Fed QE to end in 2014 – first rate hike next year. ECB the heat is on... again Riksbanken no further rate cuts Norges Bank two rate cuts Nationalbanken in raised state of alert USD rates tapering has finally arrived EUR rates rise in short rates more than year-end. USD short term risks, bullish medium to long term GBP expected strengthening moved forward JPY strength on macro uncertainty CHF stable SEK strong momentum in 2014 NOK gone too far. Revisions to CNY and TRY. Oil tales of the unexpected, downside risk H1

Economic Calendar –
Economic Calendar – BB
EU calendar –