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Saturday, April 26

26th Apr - 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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Weekly ScoreboardBetween The Hedges
Friday Risk Monitor – Global Macro Monitor
Market week: Stocks Slammed Lower For The Week ZH

Succinct summation of week’s eventsThe Big Picture

[video] The week explainedThe Economist
The escalating crisis in Ukraine, riots over police brutality in Brazil and Barack Obama's visit to Asia

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
US Q1 GDP: harsh winter slowed recovery temporarily * UK Q1 GDP: strong growth continued * Eurozone sentiment, inflation, credit and unemployment: disappointment could trigger ECB action soon * US Fed: tapering continues * US labour market data: resilient jobs growth

Economic CalendarHandelsbanken

5 Things to Watch on the Economic CalendarWSJ
The coming week will be chock full of data ranging from April payrolls to factory activity and consumer data. Off of the data stream will be another two-day meeting at the Federal Reserve.

Europe’s Week Ahead: Key Inflation DataWSJ
There’s a flurry of important economic data for markets to watch next week, with April’s euro-zone inflation data and unemployment figures and first-quarter GDP data for the U.K. The corporate focus will be on the oil and gas sector, with Royal Dutch Shell and BP both reporting first-quarter earnings.

Kiron Sarkar’s Weekly ReportThe Big Picture

Weighing the Week Ahead: Time to Sell in May?A Dash of Insight

EU Week Ahead: Presidential Debate, Stress Tests, FTTWSJ
A face-off between the key candidates for European Commission president, bank stress-test details and a ruling on the financial transactions' tax on Wednesday are set to dominate EU news this week.

Key Events In The Coming WeekZH 

Weekly Market OutlookMoody’s
Market Data HighlightsMoody’s

US and EMU Dominate the Agenda in the Week AheadMarc to Market
The key issue is whether the events will be sufficient to either significantly change our information set, or inject fresh volatility into the foreign exchange market. While market participants face headline risk around the events, we suspect that, at the end of next week, the investment climate is unlikely to change.

Weekly Focus: Goodbye to negative rates in DenmarkDanske Bank
The main drag on global growth this year is likely to come from Japan where we expect April’s
VAT hike to dent domestic activity in the short term. Given our expectation of higher global growth and a bottoming of inflation soon, we expect support for government bonds to fade soon. We remain cautious on stocks but constructive on credit.

Strategy: More signs of global re-accelerationDanske Bank
Data out of US and China points to global re-acceleration in Q2 * Euro area data points to upside risks to growth * We remain cautious on stocks but constructive on credit * Rising upward pressure on bond yields as growth and inflation rise

Week Ahead: 12 - 25 April 2014Nordea
Important data from US next week with FOMC meeting, ISM, and payrolls. From Europe, all eyes on Euro area HICP flash and figures on UK GDP. BoJ will stick to current targets and we expect Swedish data to confirm better momentum.

Eurozone: European mix * Inflation breakdown * Can the ECB do anything about the strong euro? US: Disappointing investment

Scandi markets aheadDanske Bank
Retail sales, PMIs, Danish currency reserve numbers and NGB auction

Viikkokatsaus: Vauhti paraneeNordea
Tällä viikolla: Euroalueen inflaatio nopeutuu * Fed pienentää ostojaan * Työllisyysluvut Yhdysvalloista * Q1:n BKT-kierros alkaa (USA, UK). Viime viikolla: Luottamus vahvistui euroalueella

Weekly Market SummaryThe Fat Pitch
Most weeks have ended with a clear set up for the week ahead. That wasn't the case last week. In the event, SPY, NDX and DJIA ended only slightly lower, while RUT lost more than 1%.

Wall Street Week AheadReuters
A burst of energy with Exxon, Chevron on tap. Since late February, when investors fell out of love with biotechnology and other high-flying stocks, the market's fuel has been oil.

US Meetings / Week AheadReuters

Weekly Credit UpdateDanske Bank
The return of the European periphery to capital markets continues * US is a positive driver in the reporting season * High yield dominates issuance

FX Outlook: Is the Status Quo Dollar Negative? Marc to Market
Activity in the week ahead should pick up and trading ranges are likely to expand. There are a number of important events and economic reports. The FOMC meeting, US employment data, the euro area flash CPI reading and the first look at Q1 GDP in several countries, including the US, UK and Spain should provide new incentives. That said, the general considerations about investment climate are unlikely to change.

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.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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