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
Market week: Stocks Slammed Lower For The Week – ZH
Succinct summation of week’s events – The
Big Picture
[video] The week explained – The Economist
The escalating crisis in Ukraine, riots over police
brutality in Brazil and Barack Obama's
visit to Asia
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
US Q1 GDP: harsh winter slowed recovery temporarily * UK Q1 GDP: strong
growth continued * Eurozone sentiment, inflation, credit and unemployment:
disappointment could trigger ECB action soon * US Fed: tapering continues * US
labour market data: resilient jobs growth
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.
There’s a flurry of
important economic data for markets to watch next week, with April’s euro-zone
inflation data and unemployment figures and first-quarter GDP data for the U.K. The corporate focus will be on the oil and gas
sector, with Royal Dutch Shell and BP both reporting first-quarter earnings.
Weighing the Week Ahead: Time to Sell in May? – A
Dash of Insight
EU Week Ahead: Presidential Debate, Stress
Tests, FTT – WSJ
A face-off between the
key candidates for European Commission president, bank stress-test details and
a ruling on the financial transactions' tax on Wednesday are set to dominate EU
news this week.
Market Data Highlights – Moody’s
US and EMU Dominate the Agenda in the Week
Ahead – Marc
to Market
The key issue is
whether the events will be sufficient to either significantly change our
information set, or inject fresh volatility into the foreign exchange market.
While market participants face headline risk around the events, we suspect
that, at the end of next week, the investment climate is unlikely to change.
Weekly Focus: Goodbye
to negative rates in Denmark – Danske
Bank
The main drag on
global growth this year is likely to come from Japan where we expect April’s
VAT hike to dent
domestic activity in the short term. Given our expectation of higher global
growth and a bottoming of inflation soon, we expect support for government
bonds to fade soon. We remain cautious on stocks but constructive on credit.
Strategy: More signs of global re-acceleration – Danske
Bank
Data out of US and China points to global re-acceleration in Q2 * Euro
area data points to upside risks to growth * We remain cautious on stocks but constructive
on credit * Rising upward pressure on bond yields as growth and inflation rise
Week Ahead: 12 - 25 April 2014 – Nordea
Important data from US
next week with FOMC meeting, ISM, and payrolls. From Europe, all eyes on Euro area HICP flash and figures
on UK GDP. BoJ will stick to current targets and we expect Swedish data to
confirm better momentum.
EcoWeek – BNP
Eurozone: European mix * Inflation breakdown * Can the ECB do anything about the
strong euro? US: Disappointing
investment
Scandi markets ahead – Danske
Bank
Retail sales, PMIs, Danish currency reserve numbers
and NGB auction
Viikkokatsaus:
Vauhti paranee – Nordea
Tällä viikolla: Euroalueen inflaatio nopeutuu
* Fed pienentää ostojaan * Työllisyysluvut Yhdysvalloista * Q1:n BKT-kierros
alkaa (USA, UK). Viime viikolla: Luottamus vahvistui euroalueella
EQUITY
Weekly Market Summary – The
Fat Pitch
Most weeks have ended
with a clear set up for the week ahead. That wasn't the case last week. In the
event, SPY, NDX and DJIA ended only slightly lower, while RUT lost more than 1%.
Wall Street Week Ahead – Reuters
A burst of energy with
Exxon, Chevron on tap. Since late February, when investors fell out of love
with biotechnology and other high-flying stocks, the market's fuel has been
oil.
US Meetings / Week Ahead – Reuters
CREDIT
Weekly
Credit Update – Danske
Bank
The return of the
European periphery to capital markets continues * US is a positive driver in
the reporting season * High yield dominates issuance
FOREX
Activity in the week
ahead should pick up and trading ranges are likely to expand. There are a
number of important events and economic reports. The FOMC meeting, US
employment data, the euro area flash CPI reading and the first look at Q1 GDP
in several countries, including the US, UK and Spain should provide new
incentives. That said, the general considerations about investment climate are
unlikely to change.
EMERGING
EMEA Weekly – Danske Bank
Events in Ukraine and
in particular Eastern Ukraine are deeply worrying and we have been arguing for
some time that markets in general have been too complacent about the
geopolitical risks.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet