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Saturday, March 22

23rd Mar - 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.

The week explained: March 21st 2014, by The Economist: Russia's annexation of Crimea, Janet Yellen's first message from the Fed and George Osborne's new budget for Britain are three important stories that made the news this week.

Previously on MoreLiver’s:

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk
The key reports this week are the third estimate of  Q4 GDP on Thursday, February New Home sales on Tuesday, February Personal Income and Outlays on Friday, and January Case-Shiller house prices, on Tuesday. For manufacturing, the March Richmond and Kansas City Fed surveys will be released.

Economic CalendarBerenberg

Economic CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

Wall Street Week AheadReuters
Stocks may rise, but Ukraine could halt rally

5 Things to Watch on the Economic CalendarWSJ
Housing, consumers and manufacturing—the data for the week ending March 28 cover a broad swath of the economic landscape. And if all those reports aren’t enough for economy-watchers, there’s also a majority of Federal Reserve presidents scheduled to speak.

EU Week Ahead: Nukes, Group of Seven and ObamaWSJ
Another packed week in Brussels, including a mid-week visit from Barack Obama.

Drivers of the Week AheadMarc to Market
This is the last full week of what has been a surprising quarter. Among the largest surprises in the foreign exchange market has been the strength of the Japanese yen…In the bond market, the rally in US Treasuries was unexpected

Kiron Sarkar Weekly ReportThe Big Picture

What Matters for Global Markets in the Week AheadWSJ

Weekly Focus: Bad weather and soft data don't bite on the FedDanske Bank
US: activity data next week will provide some early information about how much of the recent slowdown that can be attributed to the weather. Europe: the German CPI data will be key to judging the easing pressure on the ECB. If the PMIs and the credit data soften, the ECB could move in April. China: the PMI is expected to improve, but this will merely reflect a seasonal boost related to the New Year. The underlying trend remains weak

Strategy: Murky markets Danske Bank
The Fed adds to our cautious view on risk * Tide is turning for bond yields – upward pressure in short term * First step towards turn in EUR/USD * US surprise index to turn higher on post-weather rebound * Euro data softening somewhat

Week AheadNordea
Flash PMIs from the Euro area, as well as the IFO index from Germany are on top of the agenda next week. In Scandiland the Norges Bank meeting on Thursday will attract the most attention.

Editorial: Accelerated mutualisation of bank resolution funds sooner than expected – banking union is entering a new phase. US: The plot against the dots * A soft trend lies below the snowy weather EZ: Inflation….or lack of it * German pension reform reverses course

Scandi markets aheadDanske Bank
Norges Bank meeting and value in Swedish and Norwegian government bonds.

Viikkokatsaus: Näkyvätkö Krimin tapahtumat luottamusmittareissa?Nordea
Tällä viikolla: Luottamusta punnitaan taas * Saksan inflaatio Viime viikolla: Fed yllätti korkolinjauksellaan * Euroalueen inflaatio hidastui * SoTe-uudistus liikahti eteenpäin

Weekly Market SummaryThe Fat Pitch
The trend in the US remains mostly positive. The rest of the world, however, remains in a sideways, choppy channel.

Weekly Credit UpdateDanske Bank
Fed announcement included some surprises * Greece’s largest bank – first bond issuance in five years

Yield Forecast Update Danske Bank
Hesitant ECB and soft US data keep rates in check

Euro Rates UpdateNordea

Weekly Market OutlookMoody’s
Fed Rate Hikes May Not Swell Corporate Bond Spreads

Market Data HighlightsMoody’s Analytics

EM Bonds Weekly UpdateBerenberg

FX Outlook: Officials not Macro Economics Driving FXMarc to Market
This month the main drivers of the foreign exchange market have been official developments rather than macro-economic factors that often shape investors' decisions. 

FX Forecast Update Danske Bank
EUR support the next three months

EMEA Weekly: Russia remains a headacheDanske Bank

EM: The Week AheadMarc to Market

Commodities Update: all eyes on CrimeaDanske Bank
As we head into the weekend, all commodities markets have eyes on Sunday’s referendum on Crimea. A further escalation in the crisis could have implications for the energy and grains market given Russia’s and Ukraine’s dominant positions in the two.

Economic Calendar –
Economic Calendar – BB
EU calendar –