Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s post is here.
Previously on MoreLiver’s
Follow ‘MoreLiver’ on Twitter
Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Market Wrap – ZH
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
UK Weekly – Handelsbanken
Week Ahead – ZH
5 Things to Watch on the Economic Calendar – WSJ
EU Week Ahead – WSJ
Poland (Again!), Davos, NATO
Week Ahead – BB
Davos, Home Data, China GDP, Iran, Tennis
Wall St Week Ahead – Reuters
Fundamentals could resurface after wrenching sell-off
Weighing the Week Ahead – Dash of Insight
Can Earnings Season Provide a Floor for Stocks?
Weekly Market Outlook – Moody’s
Week Ahead: ECB To Talk Markets Up? – Nordea
Next week in the Euro area, Thursday's ECB meeting will be all about sounding dovish. In the US, CPI prints will be a key focus given the drop in oil prices (Wed). China will release Q4 GDP growth figures on Tuesday, which we expect will reveal 6.9% overall GDP growth for 2015. Meanwhile, the release of the review of the Riksbank (Tue) may have quick effects on Swedish monetary policy.
Weekly Focus – Danske Bank
ECB to express a patient view. Given the market pricing of additional rate cuts, the meeting could disappoint if Mario Draghi does not point to further rate cuts * Chinese Q4 15 GDP figures on Tuesday – a positive number, supporting analysis that growth should gradually improve in 2016 * US CPI on Wednesday, core inflation to 2.1% y/y * Manufacturing PMIs: improving trend in the euro area will continue, swayed by the increasing order-inventory balance, which is now at its highest in almost five years.
Strategy – Danske Bank
China and oil have been driving the sell-off in risky assets * Lower oil prices reflect supply
factors as well as expectations of falling demand * China needs a weaker exchange
rate; we expect EUR/USD to rise this year no matter where oil prices trade * European equities appear oversold given growth momentum.
Week Ahead – Handelsbanken
China: Stable GDP growth expected in Q4 * Eurozone: ECB to withstand increasing pressure; PMI to decrease on rising global uncertainty
Macro Weekly: ECB heading towards more easing – ABN AMRO
The ECB meets next week against the background of a further deterioration of the inflation outlook. Further monetary easing is already justified now in our view, but the ECB may signal that it will consider steps at its next meeting. Our base case is that the ECB will announce additional monetary stimulus in March, including a further cut in the deposit rate. We have revised our eurozone GDP growth forecasts lower.
FX Weekly: New forecasts – ABN AMRO
Fears dominate fundamentals leading to a higher yen. We have moderated our bullish dollar view…and we have become more cautious on EM FX (ex Asia). We downgrade our KRW, TWD, SGD, INR forecasts.
Outlook for the Dollar: Dissecting the Bull – Marc Chandler
FX Commitments – Marc Chandler
Speculators Boosted Long Yen Positions, but Mostly Continued Trimming Exposures