Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s post is here.
Previously
on MoreLiver’s
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s Weekly
Market Wrap
– ZH
"Worst
Start To Year Since 2008" But Stocks Bounce On Crude Squeeze, Central Bank
Hopes
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
NEXT WEEK
US Schedule for
Week
– Bill McBride
Economic Calendar – Berenberg
Mon German IFO turbulence
hurts, but only a little Tue US consumer
confidence Wed FOMC Thu UK Q4 GDP downside risk Fri Eurozone M3 & Loans trend
strong, economic confidence turbulence hurts, CPI/CPI core downside risk. France/Spain
Q4 GDP, US, Q4 GDP inventory correction
Week Ahead – Handelsbanken
Eurozone:
Inflation increase curbed further * Sweden: Mixed batch of Swedish data during
the week * Norway: Stable headline unemployment rate, lower credit growth, and
a downward correction in retail sales
UK
Weekly
– Handelsbanken
Week
Ahead – ZH
5
Things to Watch on the Economic Calendar – WSJ
EU Week Ahead – WSJ
Week Ahead – BB
Wall St Week Ahead – Reuters
Investors
look to Fed, earnings for direction next week
Weighing
the Week Ahead – Dash of Insight
Stocks managed a mid-day
rebound from a 566-point decline in the DJIA. Among the suggested reasons was
more help from central bankers. With a light economic calendar, I expect Fed
speculation to compete with earnings in the week ahead. Everyone will be
wondering: Will the Fed signal a dovish tilt?
Weekly Market
Outlook
– Moody’s
Week Ahead: Fed’s
turn to talk market up? Nordea
The
FOMC will likely take a ”wait-and-see” attitude at its meeting on Wednesday. US
GDP growth in Q4 was probably pretty weak but we believe the slowdown will
prove short-lived. From Europe, we expect slightly weaker Ifo numbers and
continuously low inflation in the Euro area. Regarding monetary policy, we see
both the Bank of Japan and the Russia central bank on hold.
Weekly Focus – Danske
Bank
FOMC
and BoJ meetings * Euro area inflation * UK and US Q4 GDP * Norway’s economic
data
Strategy – Danske
Bank
We
look for a turn in risk sentiment as central banks step in * China sentiment
has become too
Negative
* EUR/USD range bound in 1.05-1.10 – to turn higher later in 2016
FX Outlook – Marc
Chandler
New
Phase has Begun
FX 4 Next Week – TF
EURUSD
downside should win out after Draghi's dovish performance * USDCHF possibility
opens up * NZDUSD set for slide if RBNZ waxes dovish * NOK's recent resistance
to oil weakness sets it up for rise against SEK
Weekly Market Summary - The Fat Pitch
Equities fell to their August/September lows
this week and then reversed higher. A retest of the low would be normal, something
to keep in mind in the event of an uncorrected rise from here. Any number of
breadth and sentiment indicators strongly suggest that prices should rise
further in the weeks ahead. The risk comes from oil prices, which remain too
volatile to predict and which have been highly correlated to equities for
several weeks.