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
Weekly Scoreboard – Between
The Hedges
Treasuries Tumble Most
In 6 Months As Trannies Soar To New Highs – ZH
Succinct summation of week’s events – The
Big Picture
GENERAL
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
Eurozone/EU finance
ministers: plenty of topics from Ukraine sanctions to banking union * Chinese
data: resilient domestic economy * US consumer confidence: waiting for spring
Economic Calendar – Handelsbanken
Wall Street Week Ahead – Reuters
Stocks may extend
rally after strong jobs data
Week Ahead: Re-Escalation of Tensions to Aid
Greenback – Marc
to Market
Last week, we warned
that the two main sources of tension that had arisen, the Russia's military action in Crimea and the relatively sharp depreciation of the
Chinese yuan were going to stabilize. This week, investors should brace for a
re-escalation of both.
5
Things to Watch on the Economic Calendar – WSJ
Economy-watchers will
turn their attention to the latest readings on job turnover, retail sales, inventories
and inflation.
EU Week Ahead March 10-14 – WSJ
Bank Resolution,
Transparency, Ukraine
Key events in the week
ahead – ZH
By Goldman Sachs and Bank of America
Weekly
Focus: ECB raises bar for more easing – Danske
Bank
US retail sales rebounded slightly in February but we believe bad weather
continued to weigh on consumer spending. Euro
area industrial production appears to have remained strong in January
despite signs of slower manufacturing activity outside Europe. In China, we expect industrial production
to have eased further in January and February, driven mainly by weaker demand
for investment goods.
Week Ahead – Nordea
US: Thursday Feb retail sales, expect below-consensus outcome as bad
weather likely restrained demand. Euro
area: Wednesday Jan Industrial production, survey indicators pointing
towards an increase making up for the 0.7% m/m decline in December. Germany
will report on foreign trade on Tuesday and final CPI numbers on Friday.
EcoWeek – BNP
Editorial: The ECB in a wait-and-see mood. No rate cut, no LTRO, no QE. Doing
nothing is not neutral as it push the euro higher, while inflation is still
uncomfortably low. Russia, Ukraine:
a no-win standoff. US: Watch for
weather reports, the US federal budget: no more time for compromise. Eurozone: Better, but not enough.
Scandi markets ahead – Danske
Bank
Inflation, positive flow factors for 10Y SGBs and new 11Y NGB
Viikkokatsaus –
Nordea
Suomen
viennissä suuri pudotus • Pohjoismaiden ulkopuolella hiljaisempaa • USA:n
vahvat työllisyysluvut tukivat dollaria.
CREDIT
Weekly
Credit Update – Danske
Bank
Indices stood firm as
investors shook off geopolitical worries * Significant pickup in primary
activity.
Euro Rates Update –
Nordea
Weekly Market Outlook: Corporates Transcend
Turmoil Abroad – Moody’s
Analytics
Market Data Highlights – Moody’s
Analytics
FOREX
FX Outlook: Better Dollar Tone Coming – Marc
to Market
If the past week was about the lack of escalation in both Russia/Ukraine
and China, coupled with the
ECB holding pat, next week may see the pendulum swing back a bit.
EMERGING
EMEA
Weekly
– Danske
Bank
Bank Rossii runs into
the same trap
EM Week Ahead –
beyondbrics / FT
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet