Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
Note that the holiday period has pushed many desks to early holidays, thus
there is a distincty lack of material to begin the short post-Eastern week.
Weekly Scoreboard – Between
The Hedges
Thursday Daily Risk Monitor – Global
Macro Monitor
Market week: BTFDe-Escalation – ZH
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
The key reports this
week are March Existing Home Sales on Tuesday and March New Home sales on
Wednesday. For manufacturing, the April Richmond and Kansas City Fed surveys
will be released.
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Next Week's Agenda and Wrap Up – Handelsbanken
5 Things to Watch on
the Economic Calendar – WSJ
Economy-watchers will have some breathing room in the coming week as the
calendar thins out. Reports on the demand for housing and big-ticket items top
the list of economic data scheduled for release in the week ending April 25.
Economic data out of the euro zone next week offer an early insight into
how activity in the manufacturing and private sectors is shaping up in the
currency bloc at the start of the second quarter. Unilever offers up the pick
of the first-quarter results next week.
What Matters in the
Week Ahead for Global Markets – WSJ
Weighing the Week Ahead: Will Springtime Bring
Some Optimism? – A
Dash of Insight
Weekly Market Outlook – Moody’s
Credit market exposure
to tech bubble is limited
Market Data Highlights – Moody’s
The Week Ahead – Marc to Market
We are investing in a
world that that has not the reached peak of central bank balance sheets.
The week in Brussels ends with reviews of two of the euro zone's
bailout programs.
Weekly Focus – Danske Bank
Strategy – Danske Bank
Week Ahead: 12 - 25 April 2014 – Nordea
We cover two weeks in
this Easter edition of Week Ahead. Important data prints from China, US
inflation, PMI's, German Ifo and more...
EcoWeek – BNP
Editorial: Weaker EMU = Stronger euro. The euro is strong because it is in demand
? This is the price of success for the European authorities and firstly the ECB.
Eurozone: The IMF judges carefully
the recovery. European
elections: liberals and social-democrats neck-and-neck. US: Fed in no hurry to tighten. Netherlands: Recovery at a slow pace
Scandi markets ahead –
Danske Bank
Viikkokatsaus: –
Nordea
EQUITY
Weekly Market Summary – The
Fat Pitch
In the big picture,
SPY looks to be following RUT and NDX lower.
Wall Street Week Ahead – Reuters
Earnings season shifts
into high gear next week, and with nearly one-third of S&P 500 names set to
post results, investors hope the news provides a catalyst to buy stocks and
leave the market's recent weakness in the dust.
Key Earnings Reports
Next Week – Bespoke
CREDIT
Weekly Credit Update – Danske Bank
European FI Strategy – Nordea
Euro Rates Update – Nordea
FOREX
Assuming no exogenous
shocks, such as data or comments that require a significant reassessment of the
macro-view, that is to say, the continued status quo favors continued range
trading.
Global FX Strategy – Nordea
EMERGING
EMEA Weekly – Danske
Bank
Events in Ukraine and
in particular Eastern Ukraine are deeply worrying and we have been arguing for
some time that markets in general have been too complacent about the
geopolitical risks.
Emerging Markets Briefer - April 2014 – Danske
Bank
We present the April version of the Emerging Markets Briefer with updated FX forecasts.
We present the April version of the Emerging Markets Briefer with updated FX forecasts.
EM Preview: The Week
Ahead – Marc to Market
EM Week Ahead –
beyondbrics / FT
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet