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
Gold
Soars, Stocks Sink Despite Biggest Oil Rally In 7 Years
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
[video] Bloomberg
Best: Global Week in Review – BB
Federal
Reserve Chair Janet Yellen's testimony before Congress, drama for Deutsche Bank
and exclusive interviews with prominent business and political figures.
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic Calendar – Berenberg
Week
Ahead – ZH
5
Things to Watch on the Economic Calendar – WSJ
EU Week Ahead – WSJ
Brexit
Summit, Migration, Gas, Steel
Week Ahead – BB
Fed
Minutes, U.S. Inflation, EU Summit
Wall St Week Ahead – Reuters
Late-day
buying could be start of turnaround
Weighing the Week
Ahead
– Dash of Insight
EcoWeek: Disproportionate
sentence –
BNP
Paribas
Eurozone Disproportionate
sentence: growth is in line with expectations. After Spain and Italy, Portugal
is easing the fiscal pressure. USA
If labour was the only criterion: The Fed faces a dilemma: the labour market
conditions and the outlook for inflation call for the monetary policy
normalization to keep going. Still, persisting stress on financial markets
could jeopardise the outlook. Portugal
Still needs to prove its worth: On 5 February, the European Commission accepted
Portugal’s 2016 budget proposal after the government agreed to make changes.
Even so, Portugal remains under tight surveillance.
Weekly Market
Outlook
– Moody’s
Week Ahead: Draghi
to the rescue? – Nordea
Next
week's US growth indicators will be the key focus, which we believe will show
improvement. Key data releases are industrial production, manufacturing
surveys, and CPI prints. There will also be a lot of Fedspeak to decipher, from
which we expect a generally dovish tone. In the Euro area, Draghi speaks Monday
and the European Council gathers to discuss Brexit and refugees. In China, we
expect data to show no major economic changes. Finally, keep an eye on Swedish
CPI and Norwegian GDP.
Weekly Focus – Danske
Bank
Mon:
ECB’s Draghi speaks Wed: US FOMC minutes Thu-Fri: European Council on UK-deal
Weekly Strategy – Danske
Bank
The
world is not yet facing a systemic crisis but risks are rising * There is an
element of central bank
fatigue and there could be a hit to global growth from the current turmoil * We
expect the ECB to launch a range of stimulus factors in March and for the Fed
to postpone rate hikes until September * But risky assets could remain under
pressure until such time when there is a coordinated global policy response
Week Ahead – Handelsbanken
UK Week Ahead – Handelsbanken
FX Outlook – Marc
Chandler
Market
Chaos Subsiding? Dollar Correction Over?
FX Positioning – Marc
Chandler
Speculators
Continue to Press
FX 4 Next Week – TF
Next
week’s action will at least in part depend on how we close the week today... do
we close on a hopeful note or below the key supports in a risk barometer like
the S&P 500 which has recently been probing key technical levels going back
a long time in the low 1800s?
Weekly Market
Summary
– The Fat Pitch
The move into the
perceived safe havens of treasuries and gold in 2016 appears to have reached a
point of short-term exhaustion. That trend might resume, but odds suggest a
pause is ahead. If optimism reached a peak in safe havens, pessimism likely
reached a trough for equities. None of
this will matter if oil and equities continue to be highly correlated and oil
is unable to stop falling. A strong 2-day rally still left oil lower than it
was on Tuesday. Unlike last week, equities now have a bottom to trade against.