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Saturday, February 8

8th 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.

Previously on MoreLiver’s:

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Friday Close
Market Prices – Global Macro Monitor
Bad News Is Great News Again; Stocks Have Best 2 Days In 4 Months  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

The key reports this week are January retail sales on Thursday and industrial production on Friday. New Fed Chair Janet Yellen will present the Semiannual Monetary Policy Report to the Congress this week.

Economic CalendarBerenberg
European GDP data: gradually strengthening recovery * Bank of England inflation report: Guidance 2.0?

Economic CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

Wall Street Week Ahead Reuters
Will U.S. stock buyers beat back the bear?

5 Things to Watch on Economic CalendarWSJ
The disappointing January employment report puts more focus on other January economic data, including reports on retailing and manufacturing, that will be released during the week ending February 14. The unexpected slowdown in payrolls growth also puts pressure on the Fed’s new chairwoman when she testifies before Congress.

What Matters in the Week Ahead for Global MarketsWSJ
From Italian industrial production to Janet Yellen’s Monetary Policy Report, China’s trade data to the U.K. inflation report, here’s the lineup of the most important macroeconomic political events for global markets in the coming week

EU Week Ahead Feb. 10-14: Ukraine Center-StageWSJ
Stacked towards foreign policy this week, particularly the ongoing crisis in the Ukraine, where the bloc’s role has recently come under fire from U.S. circles.

Weighing the Week AheadA Dash of Insight

Will Yellen Signal a Policy Change?
Key Events And Issues In The Coming WeekZH

From Goldman, BofA, Socgen

Weekly Focus: Data and ECB disappointDanske Bank
Market Movers ahead: Retail sales could indicate a timeout in the US consumer recovery. Fed chief Janet Yellen faces politicians’ questions at two hearings. Eurozone GDP numbers are expected to show renewed, if modest, growth.

Week AheadNordea
Next week we get GDP figures from the Euro zone where we hope to see a 0.3% q/q increase. The inflation report from UK will attract a lot of attention as the pound could use a positive report. From the US it is a quiet week with highlight being Fed Chairman Janet Yellen testifies to the House.

The Big Picture: Resilient recovery despite EM wobblesDanske Bank
The Big Picture presents our view of the global economy and outlook for US, euro area, Japan and China.

EZ: Germany forced to refer the OMT to the court of Justice of the European Union * ECB in wait and see mode but still vigilant * Germany: the energy transition called into question China: heading towards a trade deficit? US: Waiting for a trend to emerge

Scandi markets ahead Danske Bank
Riksbank meeting, Inflation data and government bond auctions

Viikkokatsaus: Euroalue jatkaa loivassa nousussaNordea
Viime viikon antia: Yhdysvallat: Hiipuuko nousu jo? • Keskuspankit odottavat, Tulevaa: BoE:ninflaatioraportti • Lisää Q4 BKT-lukuja • Teollisuustuotantoa

The Week Ahead: Central Banks in FocusMarc to Market
We suspect that the move in the capital markets that has dominated the first several weeks of the new year has been completed and a new phase has begun.

Weekly Credit UpdateDanske Bank
Indices moving tighter after the January volatility.

Euro Rates UpdateNordea

Weekly Market OutlookMoody’s Analytics

FX OutlookMarc to Market

The price action in recent weeks has been characterized by weaker equities, firmer core bonds, heavy emerging markets and a firmer yen and US dollar. Our technical analysis suggests that that phase has ended and a new one has begun. 

FX: are we there yet?Nordea
Risk sentiment rebounded last week, but too early to call truce. Avoid least hurt EMs, but try tactical relative AUD, TRY, INR longs. Stay with the JPY.

EMEA WeeklyDanske Bank
Slow recovery and deflation worries

Emerging Markets: Preview of the Week AheadMarc to Market

EM Week Aheadbeyondbrics / FT
Syrian peace talks, a Brics scientific conference, Islamic financiers meet in London and Janet Yellen testifies for the first time in charge of the Fed. Plus Taiwan and China sit down to talk, Korea and Peru decide on interest rates, and a slew of corporate results.
Monitor: Periphery business cycle monitorDanske Bank
Euro area periphery data continues its improvement and in line with that sovereign yields have move downwards even though spreads have widened a bit recently… We look for a continued gradual improvement.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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