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Saturday, January 16

16th Jan - W/E: Weekly Support

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

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Weekly ScoreboardBetween The Hedges

Tyler’s Weekly Market Wrap – ZH

Succinct summation of week’s eventsThe Big Picture

5 charts from the week in marketsWSJ

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

Week Ahead – ZH

5 Things to Watch on the Economic CalendarWSJ

EU Week AheadWSJ
Poland (Again!), Davos, NATO

Week AheadBB
Davos, Home Data, China GDP, Iran, Tennis

Wall St Week AheadReuters
Fundamentals could resurface after wrenching sell-off

Weighing the Week AheadDash of Insight

Can Earnings Season Provide a Floor for Stocks?

Weekly Market OutlookMoody’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 FocusDanske 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 AheadHandelsbanken
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 BullMarc Chandler

FX CommitmentsMarc Chandler
Speculators Boosted Long Yen Positions, but Mostly Continued Trimming Exposures