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Saturday, May 31

31st 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’s Price MonitorGlobal Macro Monitor
Weekly market wrap: "Buy Bonds & Stocks In May; Buy Every Day!"ZH

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculatedRisk

Economic CalendarBerenberg
ECB decision: rate cut and what else? * PMIs from around the globe: gauging world growth momentum * US non-farm payrolls: stable expansion path

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

5 Things to Watch on the Economic CalendarWSJ
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 reckoningReuters

Europe’s Week Ahead: It’s ECB TimeWSJ

EU Week Ahead: G-7, Country RecommendationsWSJ
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 ReportThe Big Picture

Key Events In The Coming WeekZH

What Matters for Global Markets in the Week AheadWSJ

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 OutlookMoody’s
Market Data HighlightsMoody’s

The Week AheadHandelsbanken
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 AheadNordea
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.

Scandi markets aheadDanske Bank
ECB also takes centre stage in Scandi markets

Viikkokatsaus: EKP täräyttää ToimintatorstainaNordea
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

Weekly Market SummaryThe 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%).

Weekly Credit UpdateDanske 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 updateNordea

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.  

EMEA WeeklyDanske Bank
Unchanged from the NBP. More bad news for the Russian economy.

EM Preview: The Week Ahead Marc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –

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