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Saturday, May 24

24th 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 Monitor – Global Macro Monitor
VIX Sends Stocks To ATH On Lowest Volume Of The Year, Bond Yields TumbleZH

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
European elections: watch national repercussions * Eurozone monetary data: any signs of credit cycle turning * US Q1 GDP: revision to contraction possible

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

5 Things to Watch on the Economic Calendar – WSJ

What Matters for Global Markets in the Week AheadWSJ

EU Week AheadWSJ
Elections, More Elections, and Ukraine

What to Watch in The Week AheadReuters

A Look at the Week AheadMarc to Market

Weighing the week aheadA Dash of Insight
Will a Sluggish Housing Sector Derail the Economy?

Weekly Market OutlookMoody’s
Market Data HighlightsMoody’s

Weekly FocusDanske Bank
We expect the ECB to take a significant step at the June meeting by introducing a negative deposit rate. In our view, another lowering of the ECB's inflation projections is inevitable and this will result in more easing.

Strategy Danske Bank
Good news from main engine of global growth: western consumers. Recovery and central banks support risk assets. We still look for spread compression in peripherals despite correction. Bond yields to reverse next six months.

Week AheadNordea
A calm week ahead in terms of key events. We have chosen to highlight the European Election, Swedish GDP, and Norwegian Retail Sales.

Editorial: A very political week - Europeans elect their Parliament while Ukrainians will try to elect their President US: Minutes of stability EZ: Peripheral countries doing better, Outlook continues to look brighter France: Richer but not more dynamic Belgium: Challenges surrounding the elections

Scandi markets aheadDanske Bank
Swedish GDP data and government bond auction in Norway

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: Ruotsin BKT laskee – huoli poisNordea
Tällä viikolla: Euroalue: Luotonanto kääntyy? * Ruotsi: BKT kutistui Q1:llä? * Suomi: Luottamus ei heikkene lisää? Viime viikolla: Eurovaalit * Luottamusmittarit osuivat pääosin odotuksiin

Weekly Market SummaryThe Fat Pitch
Perhaps the dominant theme currently running across all markets is the fall in volatility. This week, for example, Jim Bianco noted that bond, currency and stock volatility are all at lows only seen once in the last 25 years: 2007.

Wall St Week AheadReuters
Whatever investors are worried about right now, those concerns are not showing up in Wall Street's fear gauge. That scares some. On the other hand, it more than likely means that stocks will keep taking things slow and steady.

Weekly Credit UpdateDanske Bank
Indices remained unchanged during the week. A.P. Moller Maersk presented bullish outlook for 2014. Ireland, ESB and Bord Gais upgraded by Moody’s. 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: Dollar Poised for Additional GainsMarc to Market
The US dollar had a good week, appreciating against all the major currencies, except sterling, which was fractionally stronger (0.13%) and the Canadian dollar, which was flat.

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

EMEA WeeklyDanske Bank
Just looking at the inflation numbers – or rather the deflation numbers – it should be clear that the Hungarian central bank will deliver yet another rate cut at next week’s monetary policy meeting.

EM Preview: The Week Ahead – Marc to Market

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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