The last week reviewed – and the next previewed!
Previous Weekly Support here.
Previously on MoreLiver’s:
FRIDAY’S CLOSE
News – Between
The Hedges
Markets – Between
The Hedges
Recap – Global
Macro Trading
Europe: EURUSD Cracks To
3-Month Lows Under 1.30 – ZH
US: Stocks Up, Bonds Up, Dollar Up, VIX Up – ZH
LAST WEEK
Prices
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Week in
Review – Global Macro Monitor
U.S. Equity Sector ETF Weekly
Performance – Global
Macro Monitor
US market
portrait – Portfolio
Probe
It was
interesting week. In testimony to Congress, Fed Chairman Ben Bernanke made it
clear he will keep the "pedal to the metal" with monetary policy.
Meanwhile, Congress keeps tapping on the fiscal policy brakes, this time with
"sequestration" budget cuts. However, even with conflicting policy,
the economy is doing OK - at least so far in 2013.
The
Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
(podcast) MarketBeat Week – MarketBeat
/ WSJ
Sequester can’t
prevent record highs, or can it?: Why the markets have largely been ignoring
the latest budget impasse in Washington.
Week in Review: Sizable Pay for the Wall St.
Survivors – DealBook
/ NYT
The Heinz
case may have involved a side bet in London * Mary Jo White is trying to allay
skepticism ahead of her Senate confirmation hearing * Bonus pay on Wall St. rose 9% last year * Andrew Ross
Sorkin warns that "shareholder democracy" can mask abuses * Banks
fear a court ruling in Argentina's bond debt.
Politics this week – The
Economist
Business this week – The
Economist
NEXT WEEK
The key
report this week is the February employment report on Friday. Other key reports
include the ISM service index on Tuesday, and the Trade Balance report on
Thursday. Also, the Federal Reserve will release the Q4 Flow of Funds report on
Thursday.
Economic Calendar – Handelsbanken
(pdf)
Next Week’s Tape: Nonfarm Payrolls, and the
Dow’s Record Race –
MarketBeat
/ WSJ
The market
will be focused on the Dow's race for its record, it ended the week 75 points
away, while keeping an eye on the budget fight in DC. Friday's brings the
monthly jobs report.
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
If Wall
Street needs to climb a wall of worry, it will have plenty of opportunity next
week.
Weekly Preview – BNY
Mellon
Weekly Focus: Can the ECB save Europe from Italy? – Danske
Bank (pdf)
FX
Positioning and Technical Outlook: King Dollar Returns? – Marc
to Market
The US
dollar rose against all the major currencies in the past week. It seems clear that the greenback's gains
were not a reflection of domestic developments, though it is true that US data stands in stark contrast with
nearly ever other major country.
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly – Danske
Bank (pdf)
Emerging: Week Ahead – beyondbrics / FT
Agenda: Italian political mess dominates – euobserver
CALENDARS
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat