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Friday, May 2

2nd 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 ScoreboardBetweenThe Hedges
Friday Risk MonitorGlobal Macro Monitor
Market week: Bonds & Gold Rip, But Stocks Dip Despite Late-Day VIX-Slip ZH

Succinct summation of week’s eventsThe Big Picture

Week in Review: Targeting Big Banks. No, Not Those Big Banks. NYT
A look back on our reporting of the past week’s highs and lows in finance.

[video] The week explainedThe Economist
Iraq’s general election, instability in eastern Ukraine and Mexico's reforms to the energy industry

Schedule for WeekCalculatedRisk

Economic CalendarBerenberg
ECB decision: action in June? * Bank of England: on hold * European industrial production data: strong first quarter

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

Key Events In The Coming WeekZH
5 Things to Watch on the Economic Calendar – WSJ
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.

Here’s What to Watch in Europe Next WeekWSJ

Four Event Risks We Know about in the Week AheadMarc to Market
Yellen’s testimony, ECB meeting, China data, Ukraine

What Matters for Global Markets in the Week AheadWSJ
Weighing the Week AheadA Dash of Insight

Is the Ukraine situation a market crisis?

Weekly Market OutlookMoody’s
Market Data HighlightsMoody’s

Weekly Focus: ECB hesitatesDanske Bank
Rising money market rates and a stronger euro are probably not enough to prompt a rate cut or other easing measures at this week’s ECB meeting, although we cannot rule this out * Fed Chair Janet Yellen is scheduled to appear before Congress and is expected to signal a lengthy period between the end of the Fed’s tapering and interest rates being hiked in the US * Inflation numbers out of China are likely to show a significant drop. While not sufficient to prompt further easing, it means this option will remain in play should the economy continue to weaken

Strategy: Markets treading waterDanske Bank
Many markets treading water for now * We look for the global economy to grow 4+% in coming quarters * Bond yields to rise in H2 on bottom in inflation and stronger growth * Good time to hedge inflation in euro area at very low levels

Week AheadNordea
ECB meeting on Thursday, expect soft words but no action. Final service PMI and industrial production data.

EcoWeek BNP
Editorial: Eastern promises: The US economy comes to a standstill. The eurozone rebounds. The growth differential remains as large as ever. EZ: Can the ECB wait? Fiscal federalism, an ally in implementing reforms? How important are inflation expectations? US: Freeze frame shot

Scandi markets aheadDanske Bank
Norges Bank meeting in focus and DGB auctions

Viikkokatsaus: EKP ja BoE odottavatNordea
Tällä viikolla: EKP ja BoE kokoustavat * Joko Suomen vienti kasvaa? Viime viikolla: Euroalueen inflaatio nopeutui * Fed pienensi jälleen ostojaan * USA:n BKT Q1:llä odotettua heikompi

Weekly Market Summary The Fat Pitch

Wall Street Week AheadReuters
With U.S. stocks near record highs and Treasury bond yields near multi-month lows, the disconnect between equity and debt investors has rarely been as stark. Over the coming months, the economy is likely to show one of the groups has bet wrong.

Weekly Credit UpdateDanske Bank
Positive credit environment continues. Less government support expected by S&P. EBA stress test methodology.

Euro rates updateNordea

FX Outlook: – Marc toMarket
The major currencies continue to trade in fairly narrow ranges...The ECB meeting in the week ahead may be a window of opportunity for more activity. Yet, neither the threat of asset purchases and/or a negative deposit rate nor heightened tensions over Ukraine, or a re-acceleration of the US economy have seemingly provided new trading incentives.

EMEA WeeklyDanske Bank
There are three monetary policy meetings in Central and Eastern Europe next week. We start with the Romanian central bank on Tuesday, followed by the Czech and Polish central banks on Wednesday.

EM Preview: The Week Ahead Marc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –