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
Stocks Stumble After Best Gains Since 2014's Bullard Bounce
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
Including the economic impact of Britain's "Brexit" decision, a roundup of company news and interviews from the Mobile World Congress and the Bloomberg Africa Business and Economic Summit.
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. Jobs, Super Tuesday, Oscars
Wall St Week Ahead – Reuters
As earnings season wraps up, investors turn to data
Weighing the Week Ahead – Dash of Insight
This week’s economic calendar is loaded with all of the most important data. In addition, Super Tuesday might provide a defining event to the political campaign. Oil remains volatile, and Fed Speakers are on the loose. Despite the political stories, I expect the punditry to be asking: Can the strengthening U.S. economy support the rebound in stocks?
EcoWeek – BNP Paribas
Global: A chillier feeling - World trade and GDP growth are running out of steam. The IMF and OECD are calling for a joint effort US: Household blues? - Surveyed in the midst of severe financial market turbulence, Americans would be less confident. Still, from retail sales to home sales, everything points to households being the main engine of growth in 2016. Germany: Businesses on red alert - In 2015, economic activity held up well. The recent deterioration of the IFO survey, however, highlights the risk of a deep and prolonged slowdown. France: Confidence shaken - February’s confidence survey results were rather unfavourable and highlighted the downside risks to growth.
Global Week Ahead – Scotiabank
Weekly Market Outlook – Moody’s
To Extend Upturn, Livelier Sales Needed
Week Ahead: US and China to lift the mood?– Nordea
Next week in the US, we expect Friday's jobs report to show continued improvements with a 175k gain in nonfarm payrolls, unemployment rate at 4.9%, and a slight rise in average hourly earnings growth to 2.6%. Remember to keep an eye on the ISM manufacturing (Tue) and non-manufacturing (Thu) surveys. In the Euro Area, expect low or negative inflation numbers (Mon) to set the tone together with the ECB's interest rate statistics (Wed). Finally, China's two PMIs will be released on Tuesday.
Weekly Focus: China and US payrolls – Danske Bank
US: ISM figures, payrolls * China: PMI * Euro area: inflation
Strategy: The puzzle about the global economy – Danske Bank
The financial turmoil and weaker-than-expected data have taken a toll on the growth outlook * However, we do not expect a major growth slowdown in the world’s major economies * In our view, the G20 meeting will not commit to any major concrete policy initiatives * Global risk sentiment could suffer on the back of the meetings
Week Ahead – Handelsbanken
Eurozone: Inflation heading toward negative territory * China: Consensus expects unchanged PMIs * Sweden: We expect stronger industrial productions figures for January; we expect Q4 to show accelerating GDP growth * Norway: Still weak trend in retail spending; lower credit growth
UK Week Ahead – Handelsbanken
FX Outlook – Marc Chandler
Are the Dollar Bulls Retaking the Initiative?
Speculative Positioning – Marc Chandler
Small Changes in Speculative Positioning
FX 4 Next Week – TF
Forex traders would already know like to know what this weekend's G20 meeting and upcoming central bank decisions bring. Since all is very unclear, we leave this week with the least sense of market direction we’ve felt in a long time.
Weekly Market Summary – The Fat Pitch
Equities gained nearly 2% for the second week in a row, led by small caps and further gains in oil. SPY has now rallied to 197, the lower end of the target range we set in early February. If this is just a countertrend rally within a bear market, then risk/reward is now marginal. Despite the steep gains in recent weeks, investor pessimism persists: it would be remarkable if the rally ended without even a hint of FOMO (fear of missing out). Breadth also suggests further upside in the weeks ahead. Meanwhile, recent macro data strongly refutes the notion that economic weakness is the root cause for the fall in equities.