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Saturday, January 9

9th Jan - W/E: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

Previously on MoreLiver’s

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Weekly ScoreboardBetween The Hedges

Tyler’s Weekly Market WrapZH
Market Massacre: Worst Ever First Week Of Trading

Succinct summation of week’s eventsThe Big Picture

5 charts from the week in marketsWSJ

US Schedule for WeekBill McBride

Economic CalendarBerenberg

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

Week Ahead – ZH

5 Things to Watch on the Economic CalendarWSJ

Week AheadBB
Retail Sales, Obama, BOE, Golden Globes

Wall St Week AheadReuters
After dreadful week, stocks look for reason to bounce

Weighing the Week Ahead – Dash of Insight

Weekly Market OutlookMoody’s

Week Ahead: Better news from China, pleaseNordea
China could easily take centre stage again next week with inflation data out tomorrow and trade numbers on Wednesday. From the US, we will get a lot of Fed-speak and second-tier data with retail sales and industrial production standing out. Nordic inflation data will be published on Monday and Thursday. Last but not least minutes from the ECB and the Bank of England will draw market attention.

Weekly FocusDanske Bank
UK: BoE meeting US: Fed speeches, industrial production, retail sales Scandinavia: inflation

Strategy Danske Bank
2016 kicked off with global risk-off sentiment led by China * Despite China calming down at the
end of the week, uncertainty is high and a big problem is the lack of communication from the PBoC * Increased speculation about ECB easing again is too aggressive due to the better economic outlook * US manufacturing at an inflection point, but the Fed will wait until April to hike again.

Macro Weekly: Market turmoil not justified by economic trends ABN AMRO
China’s economic trends do not justify the recent severe weakness in equities * We think that the soft landing in China is continuing while imports are showing early signs of a bottoming out, which is good for the rest of the world * We expect Chinese authorities to regain control of the situation and calm markets * The eurozone economy is growing nicely and expected to continue to do so * Domestic demand in the US is strong, but manufacturing is weakening. We expect this to be temporary and for manufacturing to regain momentum

FX Weekly: Yen “the king”of safe-havenABN AMRO
Yen was the ultimate safe haven, while the US dollar also did well…but currencies of commodity exporting countries sharply lower

FX OutlookMarc Chandler

Spec Positioning in the FX Futures: First Net Long Yen in 3 Years

FX Outlook  Marc Chandler

Nuanced Dollar Performance Likely in the Week Ahead

FX 4 Next Week TF
EURUSD fails to launch on positive US jobs print * Break through 0.7500 could send EURGBP to the races * CNH weakness appears set to broaden * NZD holding its ground but ultimately has nowhere to go but lower