The last
week reviewed – and the next previewed! Previous Weekly Support here. Additions & missing ones coming up later.
Previously on MoreLiver’s:
FRIDAY US CLOSE
Roundups and
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Roundup – Kiron
Sarkar / The Big Picture
Europe: Stocks End Week At
Highs, Credit At Lows – ZH
US: CruciVIXion – ZH
LAST WEEK
Markets
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Week in
Review – Global Macro Monitor
U.S. Equity Sector ETF Weekly
Performance – Global
Macro Monitor
US market
portrait 2013 week 3 – Portfolio
Probe
Summary for Week ending 18-Jan – Calculated Risk
Most of the
data released last week was encouraging. Housing starts were up 28% annually in
2012 - a strong increase, and starts are still very low… retail sales in
December were stronger than expected, industrial production increased, and
weekly unemployment claims fell sharply… On the negative side, both the NY Fed
(Empire State) and Philly Fed manufacturing
indexes indicated contraction in January.
Even though housing is picking up, manufacturing remains weak.
The
Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
(audio) Weekly MarketBeat Podcast – MarketBeat
/ WSJ
This week’s
bank earnings, Dell's potential leveraged buyout and Apple's tumbling stock
price.
Politics this week – The
Economist
Business this week – The
Economist
NEXT WEEK
Schedule for Week of 20-Jan – Calculated Risk
There are two key December housing reports that will
be released this week, Existing home sales on Tuesday, and New Home sales on
Friday. For manufacturing, the January Richmond Fed and Kansas City Fed surveys
will be released this week.
After
markets take Monday off, next week will be dominated by earnings, with Apple,
Google, Microsoft, Starbucks, Netflix, J.B. Hunt, and Lockheed Martin reporting
earnings, among a host of others.
S&P 500 Earnings Week Ahead – Reuters
Next Week's Key Earnings Reports – Bespoke
Earnings
reports have been trickling in so far this season, but things will pick-up big
time next week when more than 300 companies release their quarterly results
from Tuesday through Friday
Best and Worst Performing Stocks on Earnings – Bespoke
So far this
earnings season, 101 companies have released their quarterly results. These 101 companies have averaged a one-day
change of +0.31% on their report days
Top-Line Numbers Coming In Strong – Bespoke
It's still
too early to draw any significant conclusions about this earnings season, but
one positive we've seen so far is the revenue beat rate.
Wall Street Week Ahead: Earnings, money flows
to push stocks higher
– Reuters
With
earnings momentum on the rise, the S&P 500 seems to have few hurdles ahead
as it continues to power higher, its all-time high a not-so-distant goal.
(video) US Week Ahead: Apple's moment of truth!
– Reuters
Global Alpha Weekly – Nordea
(pdf)
FX:
Momentum still in favour of risk-on and EUR rebound * Fixed Income: Fed in
driver’s seat * Reiterating our 2013 views
Weekly Preview: Wars 'n' yields – BNY
Mellon
Weekly Focus: Market focus turning to LTRO
repayments – Danske
Bank (pdf)
Europe IFO,
PMI, Eurogroup/Ecofin meetings * US PMI * China PMI * Japan BoJ meeting
Market
Analysis: – The Short Side of the Long
FX Positioning and Technical Outlook – Marc to Market
The Weekly T Report: – TF Market Advisors
Weekly Credit Update – Danske
Bank (pdf)
Credit has
performed strongly so far in 2013 but the last few trading sessions indicate
that the rally has lost steam.
EMEA Weekly, Week 4 – Danske
Bank (pdf)
The door
for further easing in South Africa has been closed
Emerging: Week Ahead – beyondbrics / FT
World: The Week Ahead – FT
EU Agenda: Juncker bows out as Eurogroup chief – euobserver
Jean Claude
Juncker is to bow out as President of the Eurogroup this week with Dutch
finance minister Jeroen Dijsselbloem to take his place.
CALENDARS
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat