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Saturday, March 8

8th 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.

Previously on MoreLiver’s:

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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 eventsThe Big Picture

Schedule for WeekCalculated Risk

Kiron Sarkar’s Weekly ReportThe Big Picture

Economic CalendarBerenberg
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 CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

Wall Street Week AheadReuters
Stocks may extend rally after strong jobs data

Week Ahead: Re-Escalation of Tensions to Aid GreenbackMarc 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 CalendarWSJ
Economy-watchers will turn their attention to the latest readings on job turnover, retail sales, inventories and inflation.

EU Week Ahead March 10-14WSJ
Bank Resolution, Transparency, Ukraine

Weighing the Week AheadA Dash of Insight

What is the Risk and Reward for Stocks?

Key events in the week aheadZH
By Goldman Sachs and Bank of America

Weekly Focus: ECB raises bar for more easingDanske 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 AheadNordea
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.

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 aheadDanske Bank
Inflation, positive flow factors for 10Y SGBs and new 11Y NGB


Suomen viennissä suuri pudotus • Pohjoismaiden ulkopuolella hiljaisempaa • USA:n vahvat työllisyysluvut tukivat dollaria.

Weekly Credit UpdateDanske Bank
Indices stood firm as investors shook off geopolitical worries * Significant pickup in primary activity.

Euro Rates UpdateNordea

Weekly Market Outlook: Corporates Transcend Turmoil AbroadMoody’s Analytics
Market Data HighlightsMoody’s Analytics


FX Outlook: Better Dollar Tone ComingMarc 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.

EMEA WeeklyDanske Bank
Bank Rossii runs into the same trap

Emerging Markets: The Week AheadMarc to Market

EM Week Ahead – beyondbrics / FT

Economic Calendar –
Economic Calendar – BB
EU calendar –

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