Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
Previously
on MoreLiver’s:
Follow ‘MoreLiver’ on Twitter
Weekly Scoreboard – Between
The Hedges
Friday Risk Monitor – Global
Macro Monitor
"Mysterious" VIX-Seller Ramps S&P
To Unchanged On The Week – ZH
Succinct summation of week’s events – The
Big Picture
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
EU elections: gains
for anti-EU fringe parties * Eurozone: Ukraine impact on sentiment * UK: Easter inflation effect
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
EU Week Ahead – WSJ
The buzz around the EU
elections builds up ahead of weekend polls, a high-level meeting on energy
weighs in on the EU-Russia debacle and Belgium holds national elections.
Weighing the Week Ahead – A
Dash of Insight
What does the bond rally
mean for stocks?
Kiron Sarkar’s Weekly Report – The
Big Picture
Weekly Market Outlook – Moody’s
Market Data Highlights – Moody’s
Weekly Focus: EUR/USD at a turning point – Danske
Bank
The Fed is due to
release minutes from the FOMC meeting of 29-30 April and Chairwoman Janet
Yellen will speak at the New York University on the same day.
Strategy: ECB getting ready to pull the (big?)
trigger – Danske
Bank
ECB prepares for
stimulus - bonds and risk rally. Downward pressure on yields into ECB meeting -
but look for a bottom on the other side.EUR/USD at turning point. More signs of
recovery in the US and China.
Week Ahead – Nordea
Next week is of to a
quiet start. Scandi prints from Swedish unemployment and Norwegian GDP. Central
Bank action Wednesday with FOMC- and BoE minutes and BoJ interest rate
decision. Flash PMIs Thursday and Ifo Friday. Find out what we expect from the
coming week...
EcoWeek – BNP
Editorial: Mixed weather – Growth disappoints in the eurozone. Another reason for
the ECB to loosen its monetary policy further. Germany: Engine faces headwinds US: Yes! But… EZ:
Disappointing Q1 growth EU: European
elections: a new deal? Russia: Banks’ bumpy road ahead
Scandi markets ahead –
Danske Bank
Norwegian GDP data,
new 10Y government bond in Denmark and Swedish inflation to drop back next time
Northern Lights - Divergent scandi outlook – Nordea
Our monthly
Scandinavian flagship publication is out. In here you find everything you need
to know on Nordeas view on Scandinavian Macro, FX and Fixed Income.
Viikkokatsaus:
Kaameat kasvuluvut, kovat korkoliikkeet – Nordea
Tällä viikolla: PMI-luvuista ei suuria
muutoksia Euroalueella, Kiinassa paluu pohjilta * Fedin ja BoE:n pöytäkirjoista
lisävinkkejä * Viime viikolla: Eurotalous kangertaa * Pitkät korot romahtivat *
EUR/USD laskenut
EQUITY
Weekly Market Summary – The
Fat Pitch
Wall St Week Ahead – Reuters
Keep an eye on
companies where U.S. revenue rules
CREDIT
Weekly Credit Update – Danske
Bank
Sideways movement in credit indices – bond yields
moving lower.Volkswagen declares Scania offer as unconditional. Nokia upgraded
by rating agencies. Primary market remains busy.
Euro rates update – Nordea
Yield
Forecast Update - ECB to introduce negative rates – Danske
Bank
The ECB did not deliver any further easing measures
at the April meeting but Draghi more or less pre-committed to act in June,
although the decision depends on the outcome of the new macro and inflation
projections.
FOREX
FX Outlook: Positioning to Overshadow Data – Marc
to Market
The question we posed
last week was whether the important highs were in place for the euro and
sterling, just shy of important psychological level of $1.40 and $1.70
respectively, or was the price action a short-term technical correction… The
price action has not resolved the question yet, and it remains pertinent
FX Forecast Update - May: 'Draghi's promise' to
weaken the euro – Danske
Bank
In terms of EUR/USD,
the soft rhetoric from the ECB has eased medium- and long-term upside risks to
EUR/USD significantly.
Global FX Strategy - Will the EUR finally drop? – Nordea
Will the potential
rate cut from ECB be the trigger of a EUR selloff versus the USD? Find our
thoughts on that, alongside updated stories on GBP, JPY, RUB, NOK and SEK
FX: don't dream it's over – Nordea
USD is testing
multi-month resistance, but needs to confirm the break yet
. Lower global yields
- key risk for EURUSD. But hopes that China won't disappoint this week...
EMERGING
EMEA Weekly – Danske
Bank
Hungarian real GDP
grew by 3.5% y/y in Q1 14 - well above the consensus forecast of 2.7% y/y.
EM Preview: The Week
Ahead – Marc to Market
OTHER
Balanced outlook for the oil market -
uncertainties prevail – Danske
Bank
In its new Oil Market
Report, IEA projects a fairly balanced oil market this year; however, we see
uncertainties which could shift it in either direction.
New Financial Forecasts – Nordea
We have made a number
of changes to our new financial forecasts. The most prominent is that we now
forecast rate cuts from the ECB in June and have lowered the entire ECB path.
The new ECB forecast implies even lower EUR rates, a widening transatlantic spread,
and a slightly lower EUR/USD in the near term. We have also changed our
forecast for the Riksbank and the SEK, and we have made a number of adjustments
to EM FX forecasts.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet
Markkinakalenteri – Taloussanomat