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
Succinct summation of week’s events – The Big Picture
Bloomberg Best: Global Week in Review – BB
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
5 Things to Watch on the Economic Calendar – WSJ
Week Ahead – BB
U.S. Jobs, Nuclear Summit, Yellen
Wall St Week Ahead – Reuters
Economic data could put stocks back on higher path
Weighing the Week Ahead – Jeff Miller
Can Markets Finally Celebrate Good News?
EcoWeek – BNP Paribas
Global A mixed picture keeps central banks in focus: From ‘risk off’ to ‘risk on'. Dovish Fed, for how long? Eurozone growth looking good. France A slow but unobstructed recovery: According to our estimates, French growth will barely accelerate this year and next, with average annual GDP growth of 1.2% in 2016 (the same as in 2015), followed by 1.3% in 2017. There are numerous supportive factors to boost domestic demand, but they will run up against the deterioration of the external environment. Netherlands Getting its house in order: In 2016, the Dutch economy will still benefit from low energy prices and interest rates, and a weak euro, although to a lesser extent than in 2015. Slower export growth will be offset by a substantial tax reduction. On balance, GDP growth should remain at around 1.8%.
Global Economic Forecasts Mar-24 – ABN AMRO
Week Ahead – Handelsbanken
Eurozone: Inflation stabilizing * China: MNI indicator points to weak PMI * Sweden: Retail sales growth to increase in February * Norway: Stable unemployment survey reading; stable credit growth; contraction in retail sales
Global Week Ahead – Scotiabank
Weekly Market Outlook – Moody’s
Macro Weekly – Next stop helicopter money? – ABN AMRO
There can be no question about it. Since the financial crisis started in 2007/08, we have experienced the most spectacular experiment in monetary policy mankind has ever seen. And as is typical for experiments, the outcome is uncertain. We have seen unprecedented liquidity support to the financial system, rescue operations for financial institutions, official interest rates near zero and large-scale asset purchases by central banks. The latest twist is negative interest rates and a discussion has started about ‘helicopter money’. How did we get here and where will we end up?
Monthly Commodity Update – ABN AMRO
Commodity prices have bottomed
FX Weekly: The dots hit the dollar – ABN AMRO
The dollar rally is over in our view. We are more optimistic on commodity currencies and positive on currencies of oil exporters. However, we expect some pressure on the yen this year and sterling to weaken ahead of Brexit referendum. We have kept USD/CNY unchanged as it is in a long-term process to move to a more flexible regime. We are less negative on Asia FX.
Speculative Positioning – Marc Chandler
Speculative Yen Longs Remain Near Record Levels
FX Outlook – Marc Chandler
Greenback Finds Better Traction
Weekly Market Summary – The Fat Pitch
Equities fell for the first time in six weeks. The intermediate-term uptrend remains healthy, but some minor short-term weakness has crept in. SPY could be setting up within a trading range between 200 and 206: fading extremes at these levels is probably the set up going forward.