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:
Weekly Scoreboard – Between
The Hedges
Daily Risk Monitor – Global
Macro Monitor
Europe: Stocks Collapse As German Bund Yields Hit
10-Month Lows – ZH
US: Nasdaq Crashes
Most Since 2011, Stocks Tumble From Record High – ZH
Succinct summation of week’s events – The
Big Picture
[video] The week explained – The Economist
Pro-Russia demonstrations in eastern Ukraine, Greece's return to the bond
market and Hungary's election were
three big stories that made the news this week.
EM Weekender – FT
Our most read, five
things we have learned and some long reads for the weekend. Plus the week in a
chart: China’s property sector
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
China GDP: growth slowdown * German ZEW investor confidence: staying upbeat *
UK inflation: further below target due to Easter
effect
Economic Calendar – Handelsbanken
Wall Street Week Ahead – Reuters
The wrenching selloff
in U.S. high-growth technology and biotech shares
could leave investors braced for more than a minor pullback when earnings pick
up speed next week.
5 Things to Watch on the Economic Calendar – WSJ
The upcoming week ends
Thursday as U.S. markets close for Good Friday ahead of Easter Sunday. But the shortened
week is full of reports covering factory activity, housing, and inflation. The
Federal Reserve will release its beige book, and Chairwoman Janet Yellen will
deliver two speeches.
Market Data Highlights – Moody’s
Thin Spreads Bring
More Downgrades than Upgrades
Weekly Focus: Risk
markets nervous going into the earnings season – Danske
Bank
EZ: We expect the
flash PMI to have softened slightly in April, indicating GDP growth could ease
a bit in Q2 compared with Q1. We expect the ECB to come under pressure to ease
in connection with the IMF spring meeting. US: We expect March data, including
retails sales, to show a weather-related rebound. China: we estimate GDP growth fell below the
government’s 7.5% growth target in Q1. We expect China’s Markit/HSBC to decline further in April but
it looks to us as
though April will be
the bottom for the PMI.
Strategy: Risk markets nervous going into
earnings season – Danske
Bank
Fall in leading
indicators and stretched valuation warrants caution in stocks short term *
Bond yields and
EUR/USD range bound for now * Peripheral bond markets continue to be the big
winner * More US data rebounds
Week Ahead: 12 - 25 April 2014 – Nordea
We cover two weeks in
this Easter edition of Week Ahead. Important data prints from China, US inflation, PMI's, German Ifo and more...
EcoWeek – BNP
Editorial: The Greek
comeback Greece issues bonds. The Fed clarifies its message. The euro resumes its
appreciation against the dollar. France: new tax cuts, main news US: Nota bene Italy: A turning point? Greece: Back on feet
Scandi markets ahead –
Danske Bank
Viikkokatsaus: –
Nordea
EQUITY
Weekly Market Summary – The Fat Pitch
CREDIT
Weekly
Credit Update – Danske
Bank
New five-year Greek government bond first issuance
since 2010 * Market sentiment still strong but somewhat muted at the end of the
week * Earning releases from major US
companies next week
will set the tone in the coming weeks * Fund flow update
European
FI Strategy: Mad about QE – Nordea
Euro zone QE talks all over the place, but there is
still room for curve flattening and demand continues to be strong, also for
Scandies.
Euro Rates Update – Nordea
FOREX
FX Outlook: Dollar Breakout or Rangebound? – Marc
to Market
Given the technical
damage inflicted on the dollar and the decline in US interest rates, it is
tempting to look for the greenback's losses to accelerate. Yet, we are more
inclined to think that rather than breaking out, the dollar simply moved to the
lower end of its ranges. This means that the greenback may do a bit better in
the days ahead as participants will likely be denied fresh incentives.
Global FX Strategy: QE-nomics – Nordea
Despite the
QE-rumours, we still believe that the EUR has some upside left versus the USD
short term. Find out why in this edition of our flagship FX publication,
alongside views on NOK, SEK, JPY, AUD, CAD, NZD and Emerging Markets
currencies.
EMERGING
EMEA Weekly – Danske
Bank
Baltic economies take a hit from Ukrainian crisis.
EM Preview: The Week
Ahead – Marc to Market
EM Week Ahead –
beyondbrics / FT
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet