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
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 Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
GENERAL
Schedule for Week –
Calculated 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 Calendar – Berenberg
European GDP data:
gradually strengthening recovery * Bank of England inflation report: Guidance
2.0?
Economic Calendar – Handelsbanken
Wall Street Week Ahead – Reuters
Will U.S. stock buyers beat back the bear?
5 Things to Watch on Economic Calendar – WSJ
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 Markets – WSJ
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-Stage – WSJ
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.
From Goldman, BofA, Socgen
Weekly Focus: Data and ECB disappoint – Danske
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 Ahead – Nordea
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
wobbles – Danske
Bank
The Big Picture
presents our view of the global economy and outlook for US, euro area, Japan
and China.
EcoWeek – BNP
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
Viikkokatsaus:
Euroalue jatkaa loivassa nousussa – Nordea
Viime viikon antia: Yhdysvallat: Hiipuuko nousu jo? • Keskuspankit
odottavat, Tulevaa: BoE:ninflaatioraportti • Lisää Q4 BKT-lukuja • Teollisuustuotantoa
The
Week Ahead: Central Banks in Focus – Marc
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.
CREDIT
Weekly Credit Update – Danske
Bank
Indices moving tighter
after the January volatility.
Euro Rates Update – Nordea
Weekly Market Outlook – Moody’s
Analytics
FOREX
FX Outlook – Marc 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
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.
EMERGING
EMEA Weekly – Danske
Bank
Slow recovery and
deflation worries
Emerging
Markets: Preview of the Week Ahead – Marc
to Market
EM Week Ahead –
beyondbrics / 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.
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.
OTHER
Monitor: Periphery business cycle monitor – Danske
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.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet