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
US: Nasdaq Crashes Most Since 2011, Stocks
Tumble From Record High – ZH
Weekend Reading – NYT
Succinct summation of week’s events – The
Big Picture
[video] The week explained – The Economist
A Supreme-Court ruling in America, Turkey's elections and a government
reshuffle in France are three important stories that made the news this week.
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
Bank of England
decision: on auto-pilot * Chinese trade data: some stabilization * European
industrial production data: mild winter helps
Economic Calendar – Handelsbanken
UK Next Week's Agenda and Wrap Up – Handelsbanken
Wall Street Week Ahead – Reuters
5 Things to Watch on the Economic Calendar – WSJ
The week following a
payrolls report typically has a “denouement” feel to it, and the week ending
April 11 isn’t much different. But those interested in the Federal Reserve will
still have a few reasons to pay attention. Watch for meeting minutes, speeches
and a Fed-important look at labor-market churn.
After two weeks of terrible traffic jams in Brussels due to top-level
visitors it’s time for the EU capital to enjoy a week of normality.
What Matters for
Global Markets in the Week Ahead – WSJ
The minutes from the latest meeting of the Federal Reserve are sure to
attract attention Wednesday, while there are meeting from both the Bank of
Japan and the Bank of England this week. A plethora of economic data detailing
the current strength of the Chinese economy is also likely to cause market
ructions.
Key Events In The
Coming Week – ZH
There is a reasonably quiet start to the week before we head into the
highlights of the week including the start of US reporting season tomorrow,
FOMC minutes on Wednesday and IMF meetings in Washington on Friday.
Central Banks
Calendar for Week - WSJ
Weighing the Week Ahead: Fluff or Fundamentals? – A
Dash of Insight
The contrast between
the economic fundamentals (and impending earnings results) and the
"soft" stories will be the dominant theme during the upcoming week.
Weekly Market Outlook – Moody’s
Tight Credit Spreads
atop Extremely Low Yields Dispute Consensus on Rates (free registration required)
Global Outlook: Steady but Weak Growth – Moody’s
Odds are improving for
a global upturn by year's end and a return to trend growth by 2015 * More
relaxed fiscal policies are supporting recovery in Europe, but the region is
vulnerable to external shocks * Severe joblessness has depressed European
wages, creating an environment conducive to deflation * A bank resolution
scheme will relieve Europe's national governments of sole responsibility to
rescue or unwind troubled institutions * China is restructuring its growth
model while trying to contain fallout from years of financial excess * Depreciating
currencies and stimulus programs should lift emerging economies.
(free registration required)
Outlook 2014: The sweet spot of the cycle – Berenberg
Financial crisis fades
= monetary stimulus lifts the real economy * US: fiscal drag over, economy
responds strongly to low rates * China: sufficient growth, risks well contained
* Emerging world: some good, some bad; tapering no longer a surprise * Japan: a
flash in the pan? * Eurozone: tail risks recede, huge structural progress,
upswing on track * Britain: back to boom-bust? * Tail risk: war in Ukraine?
Weekly Focus: Low
inflation supports lower Swedish rates – Danske
Bank
After significant
economic and financial uncertainty early this year, optimism is again returning
to the financial markets – both in Europe and in emerging markets, where equities
are again rising
Strategy: Recovery optimism is back– Danske
Bank
Markets positioning
for re- acceleration in growth * US and China to gain speed in coming quarters
* Upward pressure on yields from recovery and bottom in inflation * EUR/USD has
peake
Week Ahead: Lots of central bank action – Nordea
US: FOMC minutes on Wednesday expected to indicate that tapering will
likely continue in measured steps, and that a rate hike is not imminent. It
seems that hawks and doves alike want to wind down the QE programme, with the
only difference being the pace of tapering. Euro area: Industrial production for the major Euro-area countries,
starting with Germany and Spain data on Monday. PMIs – unreliable as they are –
in general pointing towards an increase in output. Germany and Spain will
deliver final inflation numbers for March, and France the first estimate. UK: The MPC on Thursday most likely an non-event. Japan: First BoJ meeting since
consumption tax hike. Governor Kuroda has made it crystal clear that he is
ready to act if growth slides more than expected. However, this is not likely
to happen. Sweden: Expect a dovish
tone on Wednesday, though no rate cut from the Riksbank, as that the bank will
probably revise down its inflation forecast.
EcoWeek – BNP
Editorial: The
transatlantic dove. The ECB does nothing but talks more dovish comments ?
Jeremy Stein resigned from the Fed The EUR/USD is left untouched * Portugal: finally rewarded? * US: slack remains * ECB:
matching actions to words * Japan: Abenomics shifts investors’ preferences * UK:
A stubborn current account deficit
Scandi markets ahead – Danske
Bank
Low Swedish inflation, but no cut this week. Inflation at target in Norway and new 10Y NGB
auction.
Viikkokatsaus: Vahvistuuko ulkomaankauppa
meillä ja muualla? –
Nordea
Tällä
viikolla: Ulkomaankauppaa ja teollisuuden tuotantoa, inflaatiolukuja. Suomi:
Vienti ja teollisuuden lukuja. Viime viikolla: Työmarkkinat parantavat USA:ssa,
EKP harkitsee lisätoimia, Euroalueen inflaatio hidastui lisää
EQUITY
Weekly Market Summary – The Fat
Pitch
CREDIT
Weekly
Credit Update – Danske
Bank
Risk-on market
sentiment and tighter credit indices. Euro rates down after ECB meeting despite
no new easing measures being announced. Issuers continue to print as
'sell-side' warns over risk-return for junk bonds.
Euro Rates Update – Nordea
FOREX
FX Outlook – Marc to Market
The dollar's technical tone has improved against the complex of European
currencies, but it remains soft against the dollar-bloc.
EMERGING
EMEA Weekly – Danske
Bank
The crisis in Ukraine has made NBP reconsider monetary tightening
Emerging Markets: The
Week Ahead – Marc
to Market
The weekender, April 5 – FT
The week in emerging
markets, including our most read, five things we have learned and some long
reads for the weekend. Plus the week in a chart: Chinese financial stocks
The week ahead, April 6 – 13 – FT
It’s election week in
EM. Hungary kicks off with parliamentary elections today,
then on Monday the Indian electoral marathon begins. Indonesia follows with another immensely complex election
on Wednesday. And let’s not forget the tiny nation of Niue’s assembly election on Saturday and Macedonia’s presidential poll on Sunday April 13.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet