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
Succinct summation of week’s events – The Big Picture
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
UK GDP (28 April): slight loss in momentum * Eurozone economic sentiment (29 April): stable at level consistent with trend growth * US GDP (29 April): harsh winter, port closures and stronger dollar take their toll * US Fed (29 April): no rate hike in June, but September rate hike still on the cards
Economic Calendar – Handelsbanken
UK Next Week’s Agenda – Handelsbanken
World Week Ahead – WSJ
FOMC to Assess Slowdown as April Data Arrive
Global Central Banks Calendar – WSJ
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Investors seek protection against healthcare stock decline
Weighing the Week Ahead – A Dash of Insight
Time for an Upside Breakout?
EU Week Ahead: Ukraine, Migrants, Greece – WSJ
Weekly Market Outlook – Moody’s
Weekly Focus – Danske Bank
Swedish Riksbank to cut the repo rate by an additional 10bp on Wednesday and expand the QE programme by SEK30bn to a total of SEK70bn * FOMC statement: uncertainty on the outlook increased but Fed on track to raise rates this year * Likely deflation in the euro area has ended in April * No new measures from BoJ despite data weakness, expect lower forecasts * US Q1 data disappointed, we expect GDP 0.8%, but setback only temporary
Strategy – Danske Bank
Week Ahead – Nordea
A long list of key events in the US dominates this Week Ahead, including the FOMC meeting and Q1 GDP, along with the ECI and ISM indices. Across the Atlantic, Euro area flash inflation is expected to move into non-negative territory. Monetary policy meetings will take place in Japan and Sweden, and Norwegian retail sales will give some indication on the private consumption.
Macro Weekly – Grexit, QExit and Growth – ABN AMRO
There is building evidence that eurozone economic growth is firming. Even a moderate recovery seemed inconceivable to some commentators a few months ago, among all the talk of deflationary spirals. So the cyclical improvement can be considered to be a small victory. However, three big challenges remain. Greece is the most imminent, but managing expectations about the ECB’s eventual exit from QE may become a bigger issue in the coming months. Finally, strengthening institutions to ensure the strucutral reforms necessary to stimulate an improvement in Europe’s long-term economic growth.
Weekly Market Summary – The Fat Pitch
New price highs are usually bullish as all investors are in a profitable position and not in need of selling. We don't like to be cautionary when price is bullish, but the reality is that prior moves to new highs have failed in the past year and several measures of breadth, sentiment and volatility suggest that is likely to be the case again now.
Euro Rates Weekly: Go Long Länder – ABN AMRO
Early expansion of the ECB shopping list surprised us, but it is still no game changer * This raises the question of what’s next * Inclusion of Länder bonds would make sense from a big picture perspective * If the ECB would buy Länder bonds, bund scarcity would improve by 6% * We judge that Länder bonds offer an interesting pick-up vs other AAA rated bonds…and we especially like the 10y sector * We have added NRW 2% October 2025 vs DBR 0.5% February 2025 to our conviction list * Next week’s supply will be negative at around EUR 50bn, supply will mainly come out of core
Euro Corporate Weekly: Leverage will rise in coming years – ABN AMRO
Corporates continued the deleveraging trend in 2014 * Leverage in Automotive is still high but decreasing while leverage in the Utilities will remain high * As the momentum in M&A activity increases, so will leverage * Earnings are better than expected. The market has been too gloomy about 2015 Q1 results
Euro rates update – Nordea
FX Outlook – Marc Chandler
USD: Range or Trend?
G10 FX Weekly – Triggers for a dollar rally? – ABN AMRO
Stronger US housing data support the dollar…but next week is crucial * Sterling outperformed the dollar, while the New Zealand dollar was the clear underperformer
FX 4 next week – TradingFloor
This will generally be a week for taking things as they come, as we have four central bank meetings on Wednesday and Thursday (all within about 20 hours), with solid reaction potential from the Riksbank, Federal Open Monetary Committee and not least the Reserve Bank of New Zealand after NZD was a very active mover (to the downside!) over the last week.
EM FX Weekly – Forecast adjustments – ABN AMRO
More constructive on most Asian currencies…less bearish on the ruble and zloty…but more weakness seen for Turkish lira
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat
Global Central Banks Calendar – WSJ
Central Bank Release Calendar – Daily FX