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Sunday, May 18

18th May - 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 MonitorGlobal Macro Monitor
"Mysterious" VIX-Seller Ramps S&P To Unchanged On The WeekZH

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
EU elections: gains for anti-EU fringe parties * Eurozone: Ukraine impact on sentiment * UK: Easter inflation effect

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

5 Things to Watch on the Economic CalendarWSJ

What Matters for Global Markets in the Week AheadWSJ

EU Week AheadWSJ
The buzz around the EU elections builds up ahead of weekend polls, a high-level meeting on energy weighs in on the EU-Russia debacle and Belgium holds national elections.

Weighing the Week AheadA Dash of Insight
What does the bond rally mean for stocks?

Kiron Sarkar’s Weekly ReportThe Big Picture

Weekly Market OutlookMoody’s
Market Data HighlightsMoody’s

Weekly Focus: EUR/USD at a turning pointDanske Bank
The Fed is due to release minutes from the FOMC meeting of 29-30 April and Chairwoman Janet Yellen will speak at the New York University on the same day.

Strategy: ECB getting ready to pull the (big?) trigger Danske Bank
ECB prepares for stimulus - bonds and risk rally. Downward pressure on yields into ECB meeting - but look for a bottom on the other side.EUR/USD at turning point. More signs of recovery in the US and China.

Week AheadNordea
Next week is of to a quiet start. Scandi prints from Swedish unemployment and Norwegian GDP. Central Bank action Wednesday with FOMC- and BoE minutes and BoJ interest rate decision. Flash PMIs Thursday and Ifo Friday. Find out what we expect from the coming week...

Editorial: Mixed weather – Growth disappoints in the eurozone. Another reason for the ECB to loosen its monetary policy further. Germany: Engine faces headwinds US: Yes! But… EZ: Disappointing Q1 growth EU: European elections: a new deal?  Russia: Banks’ bumpy road ahead

Scandi markets aheadDanske Bank

Norwegian GDP data, new 10Y government bond in Denmark and Swedish inflation to drop back next time
Northern Lights - Divergent scandi outlookNordea
Our monthly Scandinavian flagship publication is out. In here you find everything you need to know on Nordeas view on Scandinavian Macro, FX and Fixed Income.

Viikkokatsaus: Kaameat kasvuluvut, kovat korkoliikkeetNordea
Tällä viikolla: PMI-luvuista ei suuria muutoksia Euroalueella, Kiinassa paluu pohjilta * Fedin ja BoE:n pöytäkirjoista lisävinkkejä * Viime viikolla: Eurotalous kangertaa * Pitkät korot romahtivat * EUR/USD laskenut

Weekly Market SummaryThe Fat Pitch

Wall St Week AheadReuters
Keep an eye on companies where U.S. revenue rules

Weekly Credit UpdateDanske Bank
Sideways movement in credit indices – bond yields moving lower.Volkswagen declares Scania offer as unconditional. Nokia upgraded by rating agencies. Primary market remains busy.

Euro rates updateNordea

Yield Forecast Update - ECB to introduce negative ratesDanske Bank
The ECB did not deliver any further easing measures at the April meeting but Draghi more or less pre-committed to act in June, although the decision depends on the outcome of the new macro and inflation projections.

FX Outlook: Positioning to Overshadow DataMarc to Market
The question we posed last week was whether the important highs were in place for the euro and sterling, just shy of important psychological level of $1.40 and $1.70 respectively, or was the price action a short-term technical correction… The price action has not resolved the question yet, and it remains pertinent

FX Forecast Update - May: 'Draghi's promise' to weaken the euroDanske Bank
In terms of EUR/USD, the soft rhetoric from the ECB has eased medium- and long-term upside risks to EUR/USD significantly.

Global FX Strategy - Will the EUR finally drop?Nordea
Will the potential rate cut from ECB be the trigger of a EUR selloff versus the USD? Find our thoughts on that, alongside updated stories on GBP, JPY, RUB, NOK and SEK

FX: don't dream it's overNordea
USD is testing multi-month resistance, but needs to confirm the break yet
. Lower global yields - key risk for EURUSD. But hopes that China won't disappoint this week...

EMEA WeeklyDanske Bank
Hungarian real GDP grew by 3.5% y/y in Q1 14 - well above the consensus forecast of 2.7% y/y.

EM Preview: The Week AheadMarc to Market

Balanced outlook for the oil market - uncertainties prevailDanske Bank
In its new Oil Market Report, IEA projects a fairly balanced oil market this year; however, we see uncertainties which could shift it in either direction.

New Financial ForecastsNordea
We have made a number of changes to our new financial forecasts. The most prominent is that we now forecast rate cuts from the ECB in June and have lowered the entire ECB path. The new ECB forecast implies even lower EUR rates, a widening transatlantic spread, and a slightly lower EUR/USD in the near term. We have also changed our forecast for the Riksbank and the SEK, and we have made a number of adjustments to EM FX forecasts.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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