Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Previously
on MoreLiver’s
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s Weekly
Market Wrap
– ZH
Market
Massacre: Worst Ever First Week Of Trading
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
NEXT WEEK
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
Week Ahead – BB
Retail
Sales, Obama, BOE, Golden Globes
Wall St Week Ahead – Reuters
After
dreadful week, stocks look for reason to bounce
Weighing
the Week Ahead – Dash of Insight
Weekly Market
Outlook
– Moody’s
Week Ahead: Better
news from China, please – Nordea
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 Focus – Danske
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-haven – ABN
AMRO
Yen
was the ultimate safe haven, while the US dollar also did well…but currencies
of commodity exporting countries sharply lower
FX Outlook – Marc 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