Is it ME or are HOLIDAY-shortened weeks longer than regular weeks? That in mind and with the extra day to get prepared as ALL US EQUITY markets will be closed on Monday, January 17th in observance of Martin Luther King Jr. Day., and oh, yeah, BOND markets, too) here are a few snapshots of what global Wall Street’s SELLSIDE is watching over the next couple weeks…
Links provided if/when available.
First up is calendar I used to cut / paste into my daily 2pg PDF, back in the day (can’t say way back when 30yy were 2.10% anymore)
Next up is this from CSFB (which can also be found on this weekends SELLSIDE OBSERVATIONS with somewhat more details and context),
And from a large German bank offering what THEY think … you need to know for the week ahead …
This particular note offers a reminder that while all Thursday’s Jobless Claims data is created equally, this weeks takes on somewhat MORE equal stature than others,
… With respect to the balance of this week's economic data, Thursday's jobless claims (220k vs. 230k) take on elevated significance as they correspond to the survey period for January employment. Indeed, last week's jump in initial claims may point to possible near-term labor market disruptions from omicron. That said, as we noted recently (see "December employment: Good enough for Fed to get going "), the December jobs report should provide Fed policymakers added confidence that the labor market has satisfied their maximum employment objective. As a few Fed officials indicated last week, while omicron may pose near-term risks to economic activity, they do not expect a lasting impact given continued progress on vaccinations.
Jefferies on the data impacting the week ahead in the bond mkt
MSs Key Data Watch Calendar (see SELLSIDE for some more context of firms ‘guess-timates’ which will at some point, then be followed by victory laps and summation
This from NORDEA (which can also be found on this weekends SELLSIDE OBSERVATIONS with somewhat more details and context),
IF one is looking for a ‘free’ site or two, I’ve become quite a fan of KOYFIN as well as Investing.com as you know / can tell by some of the charts I’ve been using), HERE.
Finally, EconOday links (among the best available and most useful IMO), GLOBALLY HERE and as far as US domestically (only) HERE …
I wanted to get these out ahead of the markets open but with MLK Day being observed Monday, I would only be looking for FUTURES prices, not ca$h … Again, keeping THIS LINK handy for global market holidays in 2022…