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Sunday, June 15

15th Jun - 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 Scoreboard – Between The Hedges

Friday’s Price Monitor – Global Macro Monitor

Weekly market wrap – ZH
Oil Soars, Stocks Slide On Fears Of Iraq 3.0

Succinct summation of week’s events – The Big Picture

Schedule for Week – Calculated Risk

Economic Calendar – Berenberg
Fed decision: tapering continues * Bank of England minutes: more signs of hawkish shift * ZEW German investor confidence: improvement on more ECB, less Ukraine?

Economic Calendar – Handelsbanken

UK Weekly – Handelsbanken

5 Things to Watch on the Economic Calendar – WSJ
Fed Has a Two-Day Sit-Down—with Press Conference * Fed Forecasts: Connect the Dots * Another Inflation Update * Did Homebuilding Spring Forward?

Kiron Sarkar’s Weekly Update – The Big Picture



What Matters to Global Markets in the Week Ahead – WSJ


Wall St Week Ahead – Reuters
Fed in focus as investors seek reassurance

Europe’s Week Ahead – WSJ
BoE minutes published after governor Carney turned hawkish last Thursday, final EZ CPI, Eurogroup meeting



EU Week Ahead – WSJ
Fight Over Juncker Still Main Story in Town




Week ahead – BB
Fed Decision, Obama, CFTC, Amazon, Oracle




Weighing the Week Ahead – Dash of Insight
What does the Iraq conflict mean for markets?


Weekly Market Outlook – Moody’s


Weekly Focus – Danske Bank
The Fed takes centre stages – tapering continues

Strategy: Connecting the dots – Danske Bank
Macro tail risks low currently – global cycle turns higher * Fed timing of first rate hike to
become focus in coming quarters * Still positive on risk assets while core bond markets have become more vulnerable * EUR/USD heading lower on policy divergence

Global Outlook: A Gradually Firming Recovery – Berenberg
US: fiscal drag over, economy responds to low rates = solid growth * China: sufficient growth, risks well contained * Emerging: the good, the mixed and the ugly * Eurozone: euro crisis over, huge structural progress, gradual upswing * Britain: back to boom-bust? * Tail risk: war in Ukraine?

Forecasts at a glance – Berenberg

Week Ahead – Nordea
Central Banks on the stage, yet again, with events from the Fed, BoE, SNB, and Norges Bank. Inflation figures from US and confidence data from Sweden.

Scandi markets ahead – Danske Bank

Viikkokatsaus – Nordea

  EQUITY
Weekly Market Summary – The Fat Pitch

  CREDIT
Weekly Credit Update – Danske Bank
Market sentiment bullish early this week and more cautious in the latter part * High primary market activity across Europe

Market Data Highlights – Moody’s

Euro rates update – Nordea

  FOREX
FX Outlook: Diverging Performances – Marc to Market
There was a clear divergence in the performance of the major currencies over the past week. Simply put, the dollar-bloc was strong, and the continental European currencies were weak.

FX Forecast Update June – Danske Bank
Negative rates and liquidity tools to weaken the euro


  EMERGING
EMEA Weekly – Danske Bank
The latest easing measures from the ECB have sparked some action in the Southern European fixed income markets but the spill-over to Central and Eastern Europe has so far been very limited.

EM Preview: The Week Ahead – Marc to Market

EM Bonds – Berenberg

CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat



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