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
Best Week Of 2016 For Stocks Amid Biggest Short-Squeeze In A Year
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
[video 48min] Bloomberg Best: Global Week in Review – BB
A review of the week's top business stories from the U.S., Europe and Asia, including discussion of issues surrounding European banks and coverage of the Singapore Air Show
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
Week Ahead – BB
U.S. GDP, Carney, Women's Forum
Wall St Week Ahead – Reuters
Focus sharpens on Fed after hot inflation data
Weighing the Week Ahead – Dash of Insight
EcoWeek – BNP Paribas
Global Will it be enough? - Russia and Saudi Arabia strike a deal. Financial markets calm down. The focus shifts back to the ECB and Fed. US Positive signs - The manufacturing could prove more than temporary while inflation gives signs of acceleration. On top of that, financial markets are way calmer. All of this is comforting, but could still be short of what the Fed needs to take the next step of normalizing its policy… Eurozone A lower growth profile - The pace of growth weakened in the second half of 2015. An assessment of European external trade in 2015 points to a softening in demand from emerging markets. Ireland General election against a background of economic recovery - In 2015, the Irish growth was up around 7% and the strongest in the euro zone. In light of this, the government coalition might be reelected in next general election on February 26.
Global Week Ahead – Scotiabank
Weekly Market Outlook – Moody’s
Very wide spreads warn of danger ahead
Week Ahead: European growth stalling? – Nordea
Next week is interesting in terms of Euro area data. On account of the recent market turmoil, we expect PMI Flash data (Mon) and German Ifo data (Tue) to weaken. Numbers on Euro area credit and inflation developments will also draw attention (Thu). The US brings only second-tier releases, including Q4 real GDP growth (Fri) and January core capital goods orders (Thu). A number of crucial Norwegian figures, including the Q1 oil investments survey, will shape the view on Norges Bank.
Weekly Focus – Danske Bank
US: consumer confidence, personal spending & income, PMI manufacturing, durable goods orders) * Euro area: PMIs, German IFO, M3 & bank lending * Central bank speeches: ECB’s Praet, Fed’s Bullard * The Norwegian oil investment survey.
Week Ahead – Handelsbanken
Eurozone: Growth worries to cause a new decline in PMI * Sweden: Expected recoil in manufacturing confidence * Norway: Unemployment stable; little new information about oil investments
UK Week Ahead – Handelsbanken
FX Outlook – Marc Chandler
Investor: Heal Thyself
FX 4 Next Week – TF
This tear's markets have been full of distractions blind alleys and dead ends but is it finally time for the strong USD weak euro narrative to re-assert itself?
Weekly Market Summary – The Fat Pitch
Equities followed through on last week's reversal, gaining 3-4%. Importantly, the rally came on unusually positive breadth: this has a strong propensity to push equity prices higher in the weeks ahead. Further upside also seems likely given extremes in investor pessimism, with fund manager cash levels rising to a 14 year high this month. Aside from the unpredictable path of oil, the biggest watch out is volatility.