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 Scoreboard – Between The Hedges
Tyler’s Weekly Market Wrap – ZH
Bank of Japan Policy Panic Unleashes Stock, Bond Buying Pandemonium
Succinct summation of week’s events – The Big Picture
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Week Ahead – Handelsbanken
China: Further PMI weakness expected * Sweden: Slight decrease in industrial production in December * Norway: Slightly higher LFS unemployment; manufacturing output contracts again
UK Weekly – Handelsbanken
Week Ahead – ZH
5 Things to Watch on the Economic Calendar – WSJ
EU Week Ahead – WSJ
Brexit, Safe Harbor, 5G and Counter-Terrorism
Week Ahead – BB
Wall St Week Ahead – Reuters
U.S. corporations to report best and worst of times
Weighing the Week Ahead – Dash of Insight
Is the correction over?
Weekly Market Outlook – Moody’s
Week Ahead: Eyes on US and China – Nordea
After this week’s dovish FOMC statement and the BoJ’s surprising rate cut Fed Vice Chair Fischer’s speech on Monday could be very important. The US Jobs Report will be the most important data release. Bank of England will publish inflation report and due to an expected downwards revision of the CPI, we see no monetary policy change on Thursday. Finally, Chinese PMIs will be published and both manufacturing and services PMIs are expected to fall.
Weekly Focus – Danske Bank
Central banks in Japan and Europe have stolen the headlines with signals of rate cuts – the US still looks set to move in the opposite direction, but much will depend on the coming week’s job and wage figures * The Bank of England has moved away from rate hikes and is unlikely to make any changes at its meeting on Thursday * PMI/ISM figures for the US, China and parts of Europe will hopefully indicate some stabilisation after the recent setbacks for manufacturing.
FX Outlook – Marc Chandler
The Dollar: Now What?
FX Positioning – Marc Chandler
Speculators Added to Long Yen Position Ahead of BOJ
FX 4 Next Week – TF
Market pins its hopes on the central bank bailout machine * Fed's dovish statement sparks need for clarification * RBA may seek to avoid further Aussie strength * Normalisation of CHF exchange rates seems underway