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:
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Weekly Scoreboard – BetweenThe Hedges
Friday Risk Monitor – Global
Macro Monitor
Market week: Bonds & Gold Rip, But Stocks
Dip Despite Late-Day VIX-Slip –
ZH
Succinct summation of week’s events – The
Big Picture
Week in Review: Targeting Big Banks. No, Not
Those Big Banks. – NYT
A look back on our
reporting of the past week’s highs and lows in finance.
[video] The week explained – The Economist
Iraq’s general election,
instability in eastern Ukraine and Mexico's reforms to the
energy industry
Schedule for Week – CalculatedRisk
Economic Calendar – Berenberg
ECB decision: action
in June? * Bank of England: on hold * European industrial production
data: strong first quarter
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
The coming week will
be chock full of data ranging from April payrolls to factory activity and
consumer data. Off of the data stream will be another two-day meeting at the
Federal Reserve.
Four Event Risks We Know about in the Week
Ahead – Marc
to Market
Yellen’s testimony,
ECB meeting, China data, Ukraine
What Matters for Global Markets in the Week
Ahead – WSJ
Weighing the Week
Ahead – A Dash of Insight
Is the Ukraine situation a market crisis?
Weekly Market Outlook – Moody’s
Market Data Highlights – Moody’s
Weekly Focus: ECB hesitates – Danske
Bank
Rising money market
rates and a stronger euro are probably not enough to prompt a rate cut or other
easing measures at this week’s ECB meeting, although we cannot rule this out * Fed
Chair Janet Yellen is scheduled to appear before Congress and is expected to signal
a lengthy period between the end of the Fed’s tapering and interest rates being
hiked in the US * Inflation numbers out of China are likely to show a
significant drop. While not sufficient to prompt further easing, it means this
option will remain in play should the economy continue to weaken
Strategy: Markets treading water – Danske
Bank
Many markets treading
water for now * We look for the global economy to grow 4+% in coming quarters *
Bond yields to rise in H2 on bottom in inflation and stronger growth * Good time
to hedge inflation in euro area at very low levels
Week Ahead – Nordea
ECB meeting on
Thursday, expect soft words but no action. Final service PMI and industrial
production data.
EcoWeek – BNP
Editorial: Eastern promises: The US economy comes to a standstill. The eurozone
rebounds. The growth differential remains as large as ever. EZ: Can the ECB wait? Fiscal
federalism, an ally in implementing reforms? How important are inflation
expectations? US: Freeze frame shot
Scandi markets ahead – Danske
Bank
Norges Bank meeting in
focus and DGB auctions
Viikkokatsaus:
EKP ja BoE odottavat – Nordea
Tällä viikolla: EKP ja BoE kokoustavat * Joko
Suomen vienti kasvaa? Viime viikolla: Euroalueen inflaatio nopeutui * Fed
pienensi jälleen ostojaan * USA:n BKT Q1:llä odotettua heikompi
EQUITY
Weekly Market Summary
– The Fat Pitch
Wall Street Week Ahead
– Reuters
With U.S. stocks
near record highs and Treasury bond yields near multi-month lows, the
disconnect between equity and debt investors has rarely been as stark.
Over the coming months, the economy is likely to show one of the groups
has bet wrong.
CREDIT
Weekly Credit Update – Danske
Bank
Positive credit
environment continues. Less government support expected by S&P. EBA stress
test methodology.
Euro
rates update – Nordea
FOREX
FX Outlook: – Marc toMarket
The major currencies continue to trade in fairly narrow ranges...The ECB meeting in the week ahead may be a window of opportunity for more activity.
Yet, neither the threat of asset purchases and/or a negative deposit
rate nor heightened tensions over Ukraine, or a re-acceleration of the
US economy have seemingly provided new trading incentives.
EMERGING
EMEA Weekly – Danske
Bank
There are three
monetary policy meetings in Central and Eastern Europe next week. We start with the Romanian central
bank on Tuesday, followed by the Czech and Polish central banks on Wednesday.
EM Preview: The Week
Ahead – Marc
to Market
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet