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 – Between
The Hedges
Friday Risk Monitor – Global
Macro Monitor
Market week: Russell
Is Red, Dow Is Green, Steepening In Bonds Just – ZH
Succinct summation of week’s events – The
Big Picture
[video] The week explained – The
Economist
The search for Nigeria's kidnapped girls,
the ousting of Thailand's leader and the
future of eastern Ukraine
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
China: Steady growth in April output and retail sales * EZ GDP: Upside
surprise for Germany? * Bank of England: more pressure from falling unemployment
Economic Calendar – Handelsbanken
UK Weekly – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
The upcoming week’s
calendar is overflowing with data. Economy-watchers will get new readings on
consumer spending, factory output, inflation and inventories. The data are
expected to confirm the idea of a rapidly accelerating economy. But a few bad
numbers could force a rethink about the recovery’s pickup.
Weekly Market Outlook – Moody’s
Market Data Highlights – Moody’s
Weekly Focus: Dovish central banks support risk
assets – Danske
Bank
In the US, we can look forward to an eventful week with
plenty of key figures and FOMC speeches on the agenda, with Janet Yellen’s
(voter, dovish) speech on Friday.
Strategy: Dovish central banks support risk
assets – Danske
Bank
Risk assets supported
by dovish central banks, recovery, low rates and low tail risk * We go from
neutral to positive on stocks on a three-month horizon * An ECB cut is coming,
what’s next? The bar for QE is high * Bond yields are set to rise gradually in
H2 *We have most likely seen a peak in EUR/USD
Week Ahead – Nordea
Inflation figures and
the GDPs out from Euro Area and Japan. The Government in Norway will present its Revised Budget for 2014.
EcoWeek – BNP
Scandi markets ahead –
Danske Bank
Viikkokatsaus: Euroalueen BKT jatkaa nousussa –
Nordea
Tällä viikolla: EKP palaa vielä
koronlaskulinjalle * Euroalue: BKT jatkoi nousussa Q1:llä * Suomi: BKT laskussa
(pikaennakko) Viime viikolla: EKP ja BoE pitivät korot ennallaan * Suomen
vienti petti pahasti
EQUITY
Weekly Market Summary
– The Fat Pitch
Wall St Week Ahead – Reuters
Keep an eye on
companies where U.S. revenue rules
CREDIT
Weekly Credit Update – Danske
Bank
Low interest environment in Europe to
continue unabated * Stable Nordic reporting season continues * Slightly subdued
primary market * Higher capital requirements for Swedish Banks
Euro rates update – Nordea
FOREX
FX Outlook: Correction or Trend Reversal? – Marc
to Market
Heightened speculation
that the ECB will move next month, coupled with frustration with the euro
offers in front of $1.40 level held, triggered a reversal of the dollar at the
end of last week against the European currencies…At this juncture, we are more
inclined to view it as a technical correction, albeit one that may have more
room to run, than a change in the underlying fundamentals.
EMERGING
EMEA Weekly – Danske
Bank
Next week will be
quite interesting in terms of macroeconomic data out of the region. Of
particular interest will be Q1 GDP numbers for Poland, Hungary, the Czech Republic and Romania.
EM Preview: The Week
Ahead – Marc to Market
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet