Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
This post will be updated as new
material is published.
Previously
on MoreLiver’s:
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Weekly
Scoreboard – Between
The Hedges
Friday’s
Price Monitor – Global
Macro Monitor
Crude,
Copper, & Euro Currency Crushed By King Dollar's Best Week In Over 3 Years
Succinct
summation of week’s events – The
Big Picture
US
Schedule for Week –
Calculated
Risk
Economic
Calendar – Berenberg
Greek
elections: trouble ahead * Euro inflation: deeper into negative * UK Q4 GDP:
very solid recovery * US Q4 GDP and Fed decision: strong growth, patient
central bank
Economic
Calendar – Handelsbanken
5 Things
to Watch on the Economic Calendar – WSJ
World
Week Ahead – WSJ
Until Fed
Adjudicates, It’s ECB Bazooka vs. Greek Rebellion
Week
Ahead – BB
Fed, U.S. GDP, Greek Vote, Apple, Amazon
Wall St
Week Ahead – Reuters
Eyes on Fed
after ECB, other bank stimulus moves
Weighing
the Week Ahead: Time to Focus on Europe? – A Dash
of Insight
EU Week
Ahead: – WSJ
Ukraine, Greece and Terror
Weekly
Market Outlook – Moody’s
Weekly
Focus – Danske
Bank
In Greece,
anti-austerity party Syriza is poised to win the general election and Greece
faces
higher uncertainty and volatility * Inflation is expected to have dropped
further
into negative territory in the euro area * US GDP growth remained solid above
3% q/q in Q4 (annualised) supported by strong private consumption * The Fed is
expected to reiterate that it can afford to be patient at this week’s FOMC meeting
* The Danish central bank could be forced to cut interest rate further to stem
the appreciation pressure on DKK
Strategy – Danske
Bank
Euro risk
assets heading higher on ECB QE and growth recovery * Too much doom and
gloom–good news from US and China as well * ECB surprise to buy 30-year bonds
pushes yields to extremes * EUR/USD lower short term
Week
Ahead – Nordea
The Greek
elections are due this coming Sunday. Next week will offer the FOMC statement
and Q4 GDP figures from the US. On top of that, flash inflation and the Ifo
will shape the week in the Euro area. Additional events include UK GDP and
retail sales from Sweden and Norway.
Viikkokatsaus
– Nordea
STOCKS
Weekly
Market Summary – The
Fat Pitch
It's safe
to say that US indices have been acting very differently over the past two
months than they have at any other time in the past 3 years. This oscillating
pattern of sharp falls and rebounds suggests equities are searching for
direction. In the past 5 years, this has been a prelude to a change in trend.
CREDIT
Euro
rates update – Nordea
Rates
forecast update: ECB goes all in – Nordea
Following
the ECB’s QE announcement yesterday we have made significant revisions to both
bond yield and FX forecasts for the majors.
FOREX
FX
Outlook – Marc to Market
FX Week
Ahead– TradingFloor
After the
SNB galvanised markets by setting the Swiss franc free (and the euro into
free-fall) last week, this current week brought a whirligig of other events. We
had rate cuts from Canada and Denmark and the ECB's launch of its trillion-euro
bazooka. With the euro hurting badly, Greek elections on Sunday and a FOMC
meeting on the cards, will next week be equally interesting?
FX
forecast update: ECB cements Japanese pricing of the EUR – Nordea
The final
delivery of an aggressive QE program from the ECB should keep the EUR on the
back foot for the foreseeable future. The market’s confidence in the USD will be
tested in coming months, but in the end we think the USD will remain the
cleanest shirt in the laundry. We now call for parity.
FX and
rates forecasts update – Nordea
In light of
the ECB QE announcement, stronger USD and lower oil prices, we update our FX,
emerging markets and rates forecasts
EMERGING
EM FX:
Financial forecasts
– Nordea
We continue
to forecast general EM FX weakness vs the USD for the first half of 2015,
especially for the commodity currencies. We have changed a few forecasts since
our latest update 17 December and today’s change in the EUR/USD forecast has
prompted a change of the TRY forecast. Earlier this week we changed the
forecast for the PLN following the SNB’s decision to remove its currency floor.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet