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:
Friday Close
Market Prices – Global
Macro Monitor
NASDAQ Rips To Fresh
14-Year Highs But Precious Metals Outperform – ZH
Weekly Scoreboard – Between The Hedges
The Economist’s Weeklies:
The Weekender – beyondbrics/ FT
Succinct summation of week’s events – The
Big Picture
GENERAL
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
Eurozone PMIs, German ZEW: any impact from emerging market turbulences? * UK inflation, labour market: more surprises for the BoE * Euro finance minister meeting: interpreting Germany’s constitutional court
Economic Calendar – Handelsbanken
Eurozone PMIs, German ZEW: any impact from emerging market turbulences? * UK inflation, labour market: more surprises for the BoE * Euro finance minister meeting: interpreting Germany’s constitutional court
Economic Calendar – Handelsbanken
Kalenteri Viikko 8 – Nordea
5 Things to Watch on Economic Calendar – WSJ
The data on
residential construction, builders’ confidence and sales will offer news on how
housing is holding up during the harsh winter. Also on the horizon: Fed minutes
and speakers plus a new look at wholesale inflation.
What Matters in the
Week Ahead for Global Markets – WSJ
With the U.S. closed on Monday, markets are looking ahead to U.S. inflation data and euro-zone manufacturing and services data later this week, Hungary and Chile await interest rate decisions, we’ll see the latest FOMC meeting minutes, and the Singaporeans will likely be told to have more children.
With the U.S. closed on Monday, markets are looking ahead to U.S. inflation data and euro-zone manufacturing and services data later this week, Hungary and Chile await interest rate decisions, we’ll see the latest FOMC meeting minutes, and the Singaporeans will likely be told to have more children.
Europe’s Week Ahead – WSJ
Weighing the Week
Ahead: Is the correction over? – A Dash of Insight
Key events in the week
ahead – ZH
Navigaattori: Ensin kammottavat BKT-luvut –
sitten luvassa vähän parempaa – Nordea
EUR: EKP
tukee edelleen euroa * Pitkien korkojen lasku hyytymässä * Osakkeet toipumassa
notkahduksesta
Weekly Focus: Weaker US
growth leaves risk assets vulnerable – Danske
Bank
EZ: PMIs broadly sideways in Feb but still suggesting a firmer recovery in
early 2014. US: Jan Fed minutes expected to show a strong
consensus to continue tapering. UK: Jan unemployment expected to decline to the
7.0% threshold for the old forward guidance from the BoE. China: Feb Markit/HSBC manuf. PMI to continue to edge
lower Japan: Q4 GDP to confirm recovery remains firm, BoJ not
expected to add new stimulus next week
Week Ahead – Nordea
Central Bank meeting
minutes from both UK and US are the main events next week. Moreover we will have price data
from both US, UK and Sweden as well.
Global Markets: Merely noise or something more
sinister? – Nordea
2014 has started with
a correction on global financial markets. We see the events of 2014 so far as
more than merely noise, but at the same time, well short of the start of a
major correction.
EcoWeek – BNP
Slow-motion recovery
in France and the eurozone * Widening German surpluses,
narrowing French deficits * US: The calm after the blizzard? * Eurozone: OMT up
before the judges, act II * UK Household debt: a weak link?
Viikkokatsaus:
Keskuspankkien kokouspöytäkirjat aukeavat – Nordea
Euroalueen nousu jatkuu * BoE korjasi linjaansa * Suomesta karmeat
BKT-luvut * Tulossa: Fedin ja BoE:n kokouspöytäkirjat, luottamuslukuja
CREDIT
Weekly Credit Update – Danske
Bank
Credit indices
grinding tighter, supported by risk-on sentiment. Limited market reaction to the
government change in Italy. Decent activity in primary markets
Yield
Forecast Update February: Still waiting for more ECB easing – Danske
Bank
The beginning of the
year has been characterised by less positive economic data – in particular in
the US – and a short-lived bout of EM jitters.
However, the outlook remains fairly positive with the recovery expected to
broaden during 2014
Euro Rates Update – Nordea
Weekly Market Outlook – Moody’s
Analytics
Benign Default Outlook
Is Constructive for Equities
FOREX
FX
Forecast Update February: Sterling set to shine in 2014 – Danske
Bank
EURUSD: ECB to move eventually, Fed on autopilot * EURGBP:
lower on relative monetary policy * USDJPY: higher inflation requires a weaker
yen * USDCAD softer BoC to cap any CAD upside * AUDUSD: RBA’s commitment to
weaken AUD wanes
EMERGING
EMEA Weekly – Danske
Bank
EM FX: Doing the rounds – Nordea
After three phases of
sell-offs in Emerging Markets - the most recent in late January - EM FX has
seen some much needed relief amid a stream of positive news - even despite another
devaluation in the EM universe. Is it time to break the last EM pegs?
EM Preview: The Week
Ahead – Marc to Market
EM Week Ahead –
beyondbrics / FT
Thailand, Mexico and Taiwan announce GDP for Q4; China’s Flash PMI; the Indian Budget; talks resume on Iran’s nuclear future; and BHP Billiton and Coca-Cola earnings.
Thailand, Mexico and Taiwan announce GDP for Q4; China’s Flash PMI; the Indian Budget; talks resume on Iran’s nuclear future; and BHP Billiton and Coca-Cola earnings.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet