The last week reviewed – and the next previewed!
Previous Weekly Support here.
Previously on
MoreLiver’s
FRIDAY’S US CLOSE
Roundups &
Commentary
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Roundup – Kiron
Sarkar / The Big Picture
LAST WEEK
Prices
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch: EuroFear Returns – Global
Macro Monitor
Week in
Review – Global Macro Monitor
US Equity Sector ETF Weekly
Performance – Global Macro Monitor
US market
portrait – Portfolio
Probe
Daily Recaps by Global Macro Trading and Kiron Sarkar
This was a
light week for economic data. The key release was the December trade report
showing a smaller than expected trade deficit, and suggesting upwards revisions
to the Q4 GDP report.
The Weekender – alphaville /
FT
The
Weekender – beyondbrics
/ FT
Weekly Bull/Bear Recap – Rational
Capitalist Speculator
Succinct summation of week’s events – The
Big Picture
(podcast) MarketBeat Week: Apple’s Cash Challenge
– MarketBeat
/ WSJ
The Einhorn
plan, what it means for Apple and its shareholders, the deal to take Dell
private and LinkedIn's quarterly results.
Week in Review – DealBook
/ NYT
David
Einhorn sues Apple over its plan for stocks * E-mails imply JPMorgan knew some
mortgage deals were bad * A guilty plea and a big fine for the Royal Bank of Scotland in the rate-rigging case
Politics this week – The
Economist
Business this week – The
Economist
The key
reports for this week will be the January retail sales report on Wednesday, and
January Industrial Production on Friday.
Economic Calendar – Handelsbanken
(pdf)
Next Week’s Tape: New Year Off to a Modest
Start – MarketBeat
/ WSJ
Investors
and economy-watchers will have a few January and February reports to peruse
next week, and economists expect the numbers to show the economy started 2013
at a modest pace.
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead: Strong start to 2013
could be tested – Reuters
The stock
market is no stranger to strong performances in January, only to see the lofty
gains early in the year transition into months of grinding action that goes
nowhere.
(video) US Week Ahead: Obama's goals could hit
fiscal wall – Reuters
Weekly Preview: Looking to G20 – BNY
Mellon
One of the
G20’s members is being guided entirely by self-interest and this is all that is
required to scupper plausible agreement at the aggregate level.
Global Alpha Weekly: Distinguish markets from
CBs – Nordea (pdf)
The recent
aggressive back-up in EUR rates can be derived from a mix of coincident
factors: the pick-up in confidence indicators and consensus expectations being
caught off guard, a surprisingly positive tone from Draghi which deleted the
pricing of a negative deposit rate, and larger-than-expected draining of excess
liquidity.
Weekly Focus: Currency war heats up – Danske
Bank (pdf)
FX
Positioning and Technical Outlook: Correction or Reversal? – Marc
to Market
The key
issue facing market participants this week is whether the price action
represents a correction to the recent trend or a reversal or the start of a new
trend.
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly – Danske
Bank (pdf)
Emerging Markets Calendar – Handelsbanken
(pdf)
The coming
week will be very quiet, due mainly to the Lunar New Year in China but also to Carnival
celebrations in Brazil. This implies no major data releases out of China and only a couple of
inflation-indicators from Brazil. Instead, emerging Europe will get some "air time,"
with GDP data from the Baltics, as well as
the Czech Republic and Hungary.
Emerging: Week Ahead – beyondbrics / FT
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat