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
Best
Week Of 2016 For Stocks Amid Biggest Short-Squeeze In A Year
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
[video 48min]
Bloomberg Best: Global Week in Review – BB
A
review of the week's top business stories from the U.S., Europe and Asia,
including discussion of issues surrounding European banks and coverage of the
Singapore Air Show
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
Week Ahead – BB
U.S.
GDP, Carney, Women's Forum
Wall St Week Ahead – Reuters
Focus
sharpens on Fed after hot inflation data
Weighing
the Week Ahead – Dash of Insight
EcoWeek – BNP
Paribas
Global Will it be
enough? - Russia and Saudi Arabia strike a deal. Financial markets calm down.
The focus shifts back to the ECB and Fed. US
Positive signs - The manufacturing could prove more than temporary while
inflation gives signs of acceleration. On top of that, financial markets are
way calmer. All of this is comforting, but could still be short of what the Fed
needs to take the next step of normalizing its policy… Eurozone A lower growth profile - The pace of growth weakened in
the second half of 2015. An assessment of European external trade in 2015
points to a softening in demand from emerging markets. Ireland General election against a background of economic recovery
- In 2015, the Irish growth was up around 7% and the strongest in the euro
zone. In light of this, the government coalition might be reelected in next
general election on February 26.
Global Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Very
wide spreads warn of danger ahead
Week Ahead:
European growth stalling? – Nordea
Next
week is interesting in terms of Euro area data. On account of the recent market
turmoil, we expect PMI Flash data (Mon) and German Ifo data (Tue) to weaken.
Numbers on Euro area credit and inflation developments will also draw attention
(Thu). The US brings only second-tier releases, including Q4 real GDP growth
(Fri) and January core capital goods orders (Thu). A number of crucial
Norwegian figures, including the Q1 oil investments survey, will shape the view
on Norges Bank.
Weekly Focus – Danske
Bank
US:
consumer confidence, personal spending & income, PMI manufacturing, durable
goods orders) * Euro area: PMIs, German IFO, M3 & bank lending * Central
bank speeches: ECB’s Praet, Fed’s Bullard * The Norwegian oil investment survey.
Week Ahead – Handelsbanken
Eurozone:
Growth worries to cause a new decline in PMI * Sweden: Expected recoil in manufacturing confidence *
Norway: Unemployment stable; little new information about oil investments
UK Week Ahead – Handelsbanken
FX Outlook – Marc
Chandler
Investor:
Heal Thyself
FX 4 Next Week – TF
This
tear's markets have been full of distractions blind alleys and dead ends but is
it finally time for the strong USD weak euro narrative to re-assert itself?
Weekly Market
Summary
– The
Fat Pitch
Equities
followed through on last week's reversal, gaining 3-4%. Importantly, the rally
came on unusually positive breadth: this has a strong propensity to push equity
prices higher in the weeks ahead.
Further upside also seems likely given extremes in investor pessimism,
with fund manager cash levels rising to a 14 year high this month. Aside from
the unpredictable path of oil, the biggest watch out is volatility.