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Friday, February 14

15th Feb - W/E: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here.
2001: A Space Odyssey - The Making Of A Myth [Documentary]

Previously on MoreLiver’s:

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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 Weekenderbeyondbrics/ FT

Succinct summation of week’s eventsThe Big Picture

Kiron Sarkar’s Weekly ReportThe Big Picture
Schedule for WeekCalculated Risk

Economic CalendarBerenberg 
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 CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

Kalenteri Viikko 8Nordea

For Your Radar Screen: Next Week's FeaturesMarc to Market
Wall Street Week AheadReuters 
U.S. stock investors face Fed view, tech charts

5 Things to Watch on Economic CalendarWSJ
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 MarketsWSJ
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 AheadWSJ

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 parempaaNordea
EUR: EKP tukee edelleen euroa * Pitkien korkojen lasku hyytymässä * Osakkeet toipumassa notkahduksesta

Weekly Focus: Weaker US growth leaves risk assets vulnerableDanske 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 AheadNordea
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.

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?

Scandi markets aheadDanske Bank
Low inflation in Sweden and high inflation in Norway

Viikkokatsaus: Keskuspankkien kokouspöytäkirjat aukeavatNordea
Euroalueen nousu jatkuu * BoE korjasi linjaansa * Suomesta karmeat BKT-luvut * Tulossa: Fedin ja BoE:n kokouspöytäkirjat, luottamuslukuja

Weekly Credit UpdateDanske 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 easingDanske 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 UpdateNordea

Weekly Market OutlookMoody’s Analytics
Benign Default Outlook Is Constructive for Equities

FX OutlookMarc to Market 
The US dollar fell against all the major currencies over the past week.

FX Forecast Update February: Sterling set to shine in 2014Danske 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

EMEA WeeklyDanske Bank

EM FX: Doing the roundsNordea
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 AheadMarc to Market

EM Week Aheadbeyondbrics / 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.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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