Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
This post will be updated as new
material is published.
Previously
on MoreLiver’s:
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Oil's 7th Weekly Drop In A Row Drags Stocks To Worst Start To Year Since
2009
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
ECB in court: European Court to publish non-binding advice on ECB OMT
programme * German 2014 GDP: moderate growth as Putin interrupted recovery * UK
and US inflation: oil price impact drives down headline inflation
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
The U.S. labor markets ended 2014 on a strong note, and next week will
bring reports on how other sectors of the economy fared in December (and an
early look at January). Of primary interest: how the plunge in oil and gasoline
prices since June is affecting retail, inflation, and industrial activity.
Wall St Week Ahead – Reuters
Investors hope the lower gasoline cost is putting more money in
consumers' wallets for spending on apparel and other retail goods. The next two
weeks will indicate whether that's happening.
Weighing the Week Ahead – A Dash
of Insight
We are still a week away from earnings season. Bond, stock and commodity
prices are moving in different directions. I expect this divergence to be a
focus of attention, with many asking: Is the Bond Market Sending a Message
about the Economy?
EU Week Ahead – WSJ
Some EU ministers will meet to discuss counter-terrorism and others will
focus on the crisis in Ukraine. Meanwhile, the European Court of Justice will
give an opinion on a case which could have significant implications for the
European Central Bank’s future actions.
Weekly Market Outlook – Moody’s
Weekly Focus: Deflation grabs the headlines
again – Danske
Bank
The risk of deflation will again be in focus in the coming week, as
inflation figures
are scheduled for release in the US, Sweden and Denmark * uS inflation in
December 2014 looks set to hit a five-year low at 0.8% y/y * Headline inflation
in Sweden is already negative and we look for price growth in December of -0.6%
y/y, which is below the Riksbank’s forecast and supportive of further monetary
policy easing in the coming months * Denmark also skirted with deflation in
December – we expect inflation of 0.2 % y/y * European eyes will be looking
slightly further ahead to the week after next, when an ECB meeting and a
general election in Greece are on the schedule.
Week Ahead – Nordea
Next week offers CPI data for US, UK, Sweden, and Denmark. In addition to
the CPI data a lot of second-tier data will be delivered from the US. In the
Euro Area, the week ahead is calm in terms of key events. On Wednesday, it is,
however, worth keeping an eye on the European Court of Justice that will issue
a legal opinion (not a final ruling) on the ECB’s OMT programme.
STOCKS
Weekly Market Summary – The Fat
Pitch
After hitting new all-time highs in the days after Christmas, US equities
have now fallen two weeks in a row, an auspicious way to start the new year.
4th Quarter Earnings Season Begins Monday – Bespoke
Earnings season begins next Monday, but things don't really heat up until
late in the month.
CREDIT
Weekly Credit Update – Danske
Bank
Euro rates update – Nordea
FOREX
FX Outlook – Marc
to Market
News Stream May Favor US Doves and Spur Dollar Consolidation
EMERGING
EMEA Weekly – Danske Bank
COMMODITIES
Commodity update: All eyes on energy – TradingFloor
Eurozone bonds tumble as region returns to deflation * Gold defies
gravity, soaring even as dollar gains strength * Copper driven lower by Chinese
demand fears
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet