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
Gold Soars, Stocks Sink Despite Biggest Oil Rally In 7 Years
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
[video] Bloomberg Best: Global Week in Review – BB
Federal Reserve Chair Janet Yellen's testimony before Congress, drama for Deutsche Bank and exclusive interviews with prominent business and political figures.
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Week Ahead – ZH
5 Things to Watch on the Economic Calendar – WSJ
EU Week Ahead – WSJ
Brexit Summit, Migration, Gas, Steel
Week Ahead – BB
Fed Minutes, U.S. Inflation, EU Summit
Wall St Week Ahead – Reuters
Late-day buying could be start of turnaround
Weighing the Week Ahead – Dash of Insight
EcoWeek: Disproportionate sentence – BNP Paribas
Eurozone Disproportionate sentence: growth is in line with expectations. After Spain and Italy, Portugal is easing the fiscal pressure. USA If labour was the only criterion: The Fed faces a dilemma: the labour market conditions and the outlook for inflation call for the monetary policy normalization to keep going. Still, persisting stress on financial markets could jeopardise the outlook. Portugal Still needs to prove its worth: On 5 February, the European Commission accepted Portugal’s 2016 budget proposal after the government agreed to make changes. Even so, Portugal remains under tight surveillance.
Weekly Market Outlook – Moody’s
Week Ahead: Draghi to the rescue? – Nordea
Next week's US growth indicators will be the key focus, which we believe will show improvement. Key data releases are industrial production, manufacturing surveys, and CPI prints. There will also be a lot of Fedspeak to decipher, from which we expect a generally dovish tone. In the Euro area, Draghi speaks Monday and the European Council gathers to discuss Brexit and refugees. In China, we expect data to show no major economic changes. Finally, keep an eye on Swedish CPI and Norwegian GDP.
Weekly Focus – Danske Bank
Mon: ECB’s Draghi speaks Wed: US FOMC minutes Thu-Fri: European Council on UK-deal
Weekly Strategy – Danske Bank
The world is not yet facing a systemic crisis but risks are rising * There is an element of central bank fatigue and there could be a hit to global growth from the current turmoil * We expect the ECB to launch a range of stimulus factors in March and for the Fed to postpone rate hikes until September * But risky assets could remain under pressure until such time when there is a coordinated global policy response
Week Ahead – Handelsbanken
UK Week Ahead – Handelsbanken
FX Outlook – Marc Chandler
Market Chaos Subsiding? Dollar Correction Over?
FX Positioning – Marc Chandler
Speculators Continue to Press
FX 4 Next Week – TF
Next week’s action will at least in part depend on how we close the week today... do we close on a hopeful note or below the key supports in a risk barometer like the S&P 500 which has recently been probing key technical levels going back a long time in the low 1800s?
Weekly Market Summary – The Fat Pitch
The move into the perceived safe havens of treasuries and gold in 2016 appears to have reached a point of short-term exhaustion. That trend might resume, but odds suggest a pause is ahead. If optimism reached a peak in safe havens, pessimism likely reached a trough for equities. None of this will matter if oil and equities continue to be highly correlated and oil is unable to stop falling. A strong 2-day rally still left oil lower than it was on Tuesday. Unlike last week, equities now have a bottom to trade against.