The last week reviewed – and the next previewed! Previous Weekly Support here.
Previously on MoreLiver’s:
FRIDAY’S CLOSE
Markets – Between
The Hedges
Recap – Global
Macro Trading
Roundup – Kiron
Sarkar / The Big Picture
US: Dow Closes Over 14,000 - Highest Close Since
October 2007 – ZH
LAST WEEK
Prices
Weekly Scoreboard
– Between
The Hedges
Weekly
Eurozone Watch – Global Macro Monitor
Week in
Review – Global Macro Monitor
US Equity
Sector Weekly Performance – Global
Macro Monitor
US market
portrait – Portfolio
Probe
Daily Recaps by Global Macro Trading and Kiron
Sarkar
The big
story of the week was the negative print for Q4 GDP. However the underlying details
were better than the headline number and most analyst shrugged off the slight
contraction as a combination of "one-off drags"…The headline number
for the employment report was a little below expectations, but the upward
revisions to previous months more than offset the disappointment…Overall the
data still suggests sluggish growth.
There will probably be more drag from the payroll tax hike - and
possibly the "sequestration" cuts, but it appears the outlook is
improving.
The
Weekender – beyondbrics
/ FT
The Weekender – alphaville /
FT
Weekly Bull/Bear Recap – Rational
Capitalist Speculator
Succinct summation of week’s events – The
Big Picture
(podcast) MarketBeat Week: The Countdown Is On – MarketBeat
/ WSJ
The January
jobs report and the Dow's push toward all-time highs.
Week in Review: Wall Street's Friend Atop the
S.E.C. – DealBook
/ NYT
Federal
authorities are investigating firms hired to help banks clean up misdeeds like
foreclosure abuses * Battling big beer *Andrew Ross Sorkin says that Mary Jo White's
work for Wall Street is a problem
Politics this week – The
Economist
Business this week – The
Economist
NEXT WEEK
This will
be a light week for economic data. The key report for this week will be the
December trade balance report on Friday.
Next Week’s Tape: Chase for 14000 Gets Real – MarketBeat
/ WSJ
Next week's
calendar is considerably lighter than this week's. Reports include
productivity, the services sector, and jobless claims. Disney, Yum, LinkedIn
and others report earnings.
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead: 'Great Rotation'- A
Wall Street fairy tale? – Reuters
Wall
Street's current jubilant narrative is that a rush into stocks by small
investors has sparked a "great rotation" out of bonds and into
equities that will power the bull market to new heights.
(video) Europe Week Ahead: – Reuters
(video) Asia Week Ahead: – Reuters
(video) US Week Ahead: Three trip wires for Dow 14k
– Reuters
Weekly Preview: Strategies and Dilemmas – BNY
Mellon
Global Alpha Weekly – Nordea
(pdf)
Ahead of US
NFP * FX: We stay long EURUSD * Fixed Income: BoE & ECB decisions crucial
going forward
Weekly Focus: ECB out of sync – Danske
Bank (pdf)
Market Analysis: Equities In Euphoria! – The
Short Side of the Long
Market
correction coming?
FX
Positioning and Technical Outlook – Marc
to Market
The main drivers of the foreign exchange market have strengthened. This means that the current trends,
especially euro strength and yen, sterling and dollar bloc weakness are likely
to persist.
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly – Danske
Bank (pdf)
Emerging: Week Ahead – beyondbrics / FT
EU leaders
gather in Brussels at the end of the week for a second attempt to
agree the bloc's budget framework for 2014-2020.
CALENDARS
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat