Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
The week explained: March 21st 2014, by The Economist: Russia's annexation of Crimea, Janet Yellen's
first message from the Fed and George Osborne's new budget for Britain are three important
stories that made the news this week.
Previously
on MoreLiver’s:
GENERAL
Weekly Scoreboard – Between
The Hedges
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
The key reports this
week are the third estimate of Q4 GDP on
Thursday, February New Home sales on Tuesday, February Personal Income and
Outlays on Friday, and January Case-Shiller house prices, on Tuesday. For
manufacturing, the March Richmond and Kansas City Fed surveys will be released.
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
Wall Street Week Ahead – Reuters
Stocks may rise, but Ukraine could halt rally
5
Things to Watch on the Economic Calendar – WSJ
Housing, consumers and
manufacturing—the data for the week ending March 28 cover a broad swath of the
economic landscape. And if all those reports aren’t enough for
economy-watchers, there’s also a majority of Federal Reserve presidents
scheduled to speak.
EU Week Ahead: Nukes,
Group of Seven and Obama – WSJ
Another packed week in
Brussels, including a mid-week visit from Barack Obama.
Drivers of the Week
Ahead
– Marc
to Market
This is the last full week of what has been a surprising quarter. Among
the largest surprises in the foreign exchange market has been the strength of
the Japanese yen…In the bond market, the rally in US Treasuries was unexpected
Kiron Sarkar Weekly
Report
– The Big
Picture
What Matters for Global Markets in the Week Ahead – WSJ
Weekly
Focus: Bad weather and soft
data don't bite on the Fed – Danske
Bank
US: activity data next week will provide some early information about how
much of the recent slowdown that can be attributed to the weather. Europe: the German CPI data will be key to judging
the easing pressure on the ECB. If the PMIs and the credit data soften, the ECB
could move in April. China: the PMI is expected to improve, but this will
merely reflect a seasonal boost related to the New Year. The underlying trend
remains weak
Strategy:
Murky markets – Danske
Bank
The Fed adds to our
cautious view on risk * Tide is turning for bond yields – upward pressure in
short term * First step towards turn in EUR/USD * US surprise index to turn
higher on post-weather rebound * Euro data softening somewhat
Week Ahead – Nordea
Flash PMIs from the
Euro area, as well as the IFO index from Germany are on top of the agenda next week. In
Scandiland the Norges Bank meeting on Thursday will attract the most attention.
EcoWeek – BNP
Editorial: Accelerated mutualisation of bank resolution funds sooner than expected
– banking union is entering a new phase. US:
The plot against the dots * A soft trend lies below the
snowy weather EZ: Inflation….or
lack of it * German pension reform reverses course
Scandi markets ahead – Danske
Bank
Norges Bank meeting and value in Swedish and Norwegian government bonds.
Viikkokatsaus: Näkyvätkö Krimin tapahtumat
luottamusmittareissa?
– Nordea
Tällä
viikolla: Luottamusta punnitaan taas * Saksan inflaatio Viime viikolla: Fed
yllätti korkolinjauksellaan * Euroalueen inflaatio hidastui * SoTe-uudistus
liikahti eteenpäin
EQUITY
Weekly Market Summary – The
Fat Pitch
The trend in the US remains mostly positive. The rest of the
world, however, remains in a sideways, choppy channel.
CREDIT
Weekly
Credit Update – Danske
Bank
Fed announcement included some surprises * Greece’s
largest bank – first bond issuance in five years
Yield
Forecast Update – Danske
Bank
Hesitant ECB and soft US
data keep rates in check
Euro Rates Update – Nordea
Weekly Market Outlook – Moody’s
Fed Rate Hikes May Not
Swell Corporate Bond Spreads
Market Data Highlights – Moody’s
Analytics
EM Bonds Weekly Update – Berenberg
FOREX
This month the main drivers of the foreign exchange market have been
official developments rather than macro-economic factors that often shape
investors' decisions.
FX
Forecast Update – Danske
Bank
EUR
support the next three months
EMERGING
COMMODITIES
Commodities
Update: all eyes on Crimea – Danske
Bank
As we head into the weekend, all commodities markets
have eyes on Sunday’s referendum on Crimea. A further escalation in the crisis
could have implications for the energy and grains market given Russia’s and
Ukraine’s dominant positions in the two.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet