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Sunday, March 15

15th Mar - 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. This post will be updated as new material is published.

Previously on MoreLiver’s:

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Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
Furious "Plunge Protection" In Final Minutes Fails To Push Stocks Green For 2015

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

World Week AheadWSJ
Fed Prepares to End ‘Forward Guidance’ Era

Week AheadZH
The Week The Fed Loses "Patience" 

Global Central Banks CalendarWSJ

Central Bank Release CalendarDaily FX

Week Ahead: Fed, U.K. Budget, Israel Vote, Iran, F1BB

EU Week Ahead: Russia, Libya and Iran – and a SummitWSJ

Economic CalendarBerenberg
Germany: ZEW index to improve again * Fed: Getting less patient? * UK: Do not expect big pre-election government budget giveaways

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Investors in 'patient panic' over Fed language

Top Economic Events to March 24Reuters

Weekly Market OutlookMoody’s

Weekly FocusDanske Bank
The main event is the FOMC meeting. We expect the key sentence that the FOMC can be patient in beginning to normalize the stance of monetary policy to be omitted from the statement. This will mark the final transfer from calendar-based guidance on monetary policy to data-dependency.

Macro – Has the world gone mad?ABN AMRO
More and more government bonds in the eurozone are trading at negative yields. And yet, when asked who will sell their bonds to the ECB, few market participants appear keen to do so. Has the world gone mad?

Strategy - More upside risk to euro area growthDanske Bank
Euro area tailwinds keep building – more upside risk to growth * US and Chinese data disappoint * Euro stocks in historic outperformance – more to come * New lows in euro yields – it’s all about the flows * EUR/USD heading for parity

Global Week AheadNordea
Central banks will be very much in focus next week. We expect the Fed to remove the key “patient” phrase from the FOMC statement, a move which would open the door for a rate hike at any subsequent meeting. Demand for the ECB’s third TLTRO should be low. We expect Norges Bank to cut rates by 25bp to 1.0%, while the Swiss National Bank will likely stay put.

New financial forecastsNordea
The tension in the markets because of the ECB and the Fed going in opposite direction has increased over the last month, after ECB started its QE program and strong labour market numbers are continuing to come in from the US. The USD has strengthened strongly and yields in the US and Euro Zone diverged more.

Weekly Market SummaryThe Fat Pitch

Euro rates updateNordea

Euro Rates Weekly: Can a floor become a noose?ABN AMRO
Setting a floor to the ECB deposit rate, the ECB has supported duration and credit trades * The universe of eligible bonds decreased and could limit the room to manoeuvre for the Buba * Chance of shortage is diminished by substitute purchases and the marketable debt loophole * If the Buba will run out of eligible bonds, the universe of eligible names will be extended

FX Weekly – US dollar hegemonyABN AMRO
Given the powerful forces at play, there is a rising chance that EURUSD parity and below is achieved. Next week the FOMC meeting will be eyed. We expect a signal in the statement that it remains on track to hike interest rates in June.

FX 4 next week: Fed faces the 'patience' dilemmaTradingFloor
FOMC may find it too early to take "patience" out of the equation next week *  EURGBP could bounce but event-risk ahead from BoE meeting, UK jobs data * Risk-off sentiment could see NZDJPY succumb * Expected dovish Norges Bank meeting March 19 could spark NOK into action

FX OutlookMarc to Market
Dollar Momentum Takes a Life on of Its Own

Economic Calendar –
Economic Calendar – BB
EU calendar –

Global Central Banks CalendarWSJ

Central Bank Release CalendarDaily FX