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 Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Weekly market wrap: "Buy Bonds &
Stocks In May; Buy Every Day!" – ZH
Succinct summation of week’s events – The
Big Picture
Schedule for Week – CalculatedRisk
Economic Calendar – Berenberg
ECB decision: rate cut
and what else? * PMIs from around the globe: gauging world growth momentum * US
non-farm payrolls: stable expansion path
Economic Calendar – Handelsbanken
UK Weekly – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Friday’s payroll
report sits atop the list. The May report will have a tough act to follow after
April’s figures showed a strong gain of 288,000 jobs and a drop in the
unemployment rate to 6.3%.
Wall St Week Ahead-U.S. bond market faces
possible reckoning – Reuters
EU Week Ahead: G-7, Country Recommendations – WSJ
The week ahead in the
European Union will be dominated by the meeting of G-7 leaders in Brussels and key economic recommendations from the
European Commission to the bloc’s economies.
Kiron Sarkar’s Weekly Report – The
Big Picture
Key Events In The Coming Week – ZH
What Matters for Global Markets in the Week
Ahead – WSJ
Weighing the Week
Ahead: More Clarity from the Market Message? – A Dash of Insight
Stocks are at new
highs. Bonds are rallying. The VIX (the volatility index) is making fresh lows.
The market message is confused and inconsistent!
Weekly Market Outlook – Moody’s
Market Data Highlights – Moody’s
The Week Ahead – Handelsbanken
US: Payrolls likely up
by 220,000 in May * Sweden: PMI, IPI * Norway: Expecting weaker credit growth
in April, modest rise in manufacturing production, and Regional Network survey
for Q2 in line with phone survey * EMU: We expect ECB to cut refi rate to 0.10
percent from 0.25 percent * China: No major items
Weekly Focus – Danske
Bank
Strategy – Danske Bank
Week Ahead – Nordea
Eyes will be fixed on
the ECB next week as markets await the easing package. We have important
indicators from the US with ISM and payrolls. BoE to announce their
policy rate and Norwegian house prices.
Viikkokatsaus: EKP täräyttää Toimintatorstaina – Nordea
Ohjaus- ja talletuskorkoa lasketaan
euroalueella, mutta mitä muuta on luvassa? Yhdysvalloissa julkistetaan iso
nippu työmarkkinalukuja. Tällä viikolla: EKP laskee korkoa – BoE odottaa * Yhdysvallat:
Työmarkkinat tapetilla *Suomen BKT
supistui Q1:llä? * Nordea päivittää talousennusteen
EQUITY
Weekly Market Summary – The
Fat Pitch
The lack of breadth
has been a widely cited concern. New all-time highs have been met with only
about 10% of SPX companies making even 52-week highs. In one respect, however,
breadth is healthy: in May, every sector except utilities was higher, many by nearly
an equal amount to SPX (2%).
CREDIT
Weekly Credit Update – Danske
Bank
Indices continued to
tighten over the week. Moody's changed its outlook on 81 European banks to
Negative.Getinge cancelled its capital markets day with a two days notice. The primary market remains busy.
Euro
rates update – Nordea
FOREX
FX Outlook: Sell Rumor, Buy ECB
Fact? – Marc to Market
In anticipation of ECB action, the euro has been sold...We suspect the market is particularly vulnerable to "sell the rumor and buy the fact" activity. This is what has happened when the Fed has announced its quantitative easing programs: the dollar would sell off in anticipation and then rally on the announcement.
In anticipation of ECB action, the euro has been sold...We suspect the market is particularly vulnerable to "sell the rumor and buy the fact" activity. This is what has happened when the Fed has announced its quantitative easing programs: the dollar would sell off in anticipation and then rally on the announcement.
EMERGING
EMEA Weekly – Danske
Bank
Unchanged from the
NBP. More bad news for the Russian economy.
EM Preview: The Week
Ahead – Marc to Market
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat