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:
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on Twitter
LAST WEEK
Bank
of Japan Policy Panic Unleashes Stock, Bond Buying Pandemonium
NEXT WEEK
China:
Further PMI weakness expected * Sweden: Slight decrease in industrial
production in December * Norway: Slightly higher LFS unemployment;
manufacturing output contracts again
Week
Ahead – ZH
Brexit,
Safe Harbor, 5G and Counter-Terrorism
U.S.
corporations to report best and worst of times
Weighing the Week
Ahead
– Dash
of Insight
Is
the correction over?
After
this week’s dovish FOMC statement and the BoJ’s surprising rate cut Fed Vice
Chair Fischer’s speech on Monday could be very important. The US Jobs Report
will be the most important data release. Bank of England will publish inflation
report and due to an expected downwards revision of the CPI, we see no monetary
policy change on Thursday. Finally, Chinese PMIs will be published and both
manufacturing and services PMIs are expected to fall.
Central
banks in Japan and Europe have stolen the headlines with signals of rate cuts –
the US still looks set to move in the opposite direction, but much will depend
on the coming week’s job and wage figures * The Bank of England has moved away
from rate hikes and is unlikely to make any changes at its meeting on Thursday
* PMI/ISM figures for the US, China and parts of Europe will hopefully indicate
some stabilisation after the recent setbacks for manufacturing.
The
Dollar: Now What?
Speculators
Added to Long Yen Position Ahead of BOJ
Market
pins its hopes on the central bank bailout machine * Fed's dovish statement
sparks need for clarification * RBA may seek to avoid further Aussie strength *
Normalisation of CHF exchange rates seems underway