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Saturday, October 27

27th Oct - Weekender: Weekly Support

Here are the links to review the past week and get ahead with the next one (previous Weekly Support here).

Previously on MoreLiver’s:

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Weekly Scoreboard – Between The Hedges
Weekly Eurozone Watch – Global Macro Monitor 
US market portrait 2012 week 44 – Portfolio Probe 
Week in Review – Global Macro Monitor

Summary for Week ending Oct-26Calculated Risk 
There was some disappointing data last week - mostly from some regional manufacturing surveys, but also mortgage delinquencies increased - but overall this was the fourth week in a row with somewhat better than expected data, and this suggests a little pickup in economic activity.

The Weekenderbeyondbrics / FT

The Weekenderalphaville / FT

Succinct summation of week’s eventsThe Big Picture 

The Week in ReviewA View From My Screens 

What the markets did.

(podcast) MarketBeat WeekMarketBeat / WSJ
Jitters Setting In Ahead of Election: the drivers behind the S&P 500's 4% slide dating back to the Fed's September QE3 announcement.

Week in Review: Bank Suit Draws Fire Across Political SpectrumDealBook / NYT
The United States accused Bank of America of a 'brazen' mortgage fraud. | An ex-Goldman director was sentenced to two years in an insider case. | Andrew Ross Sorkin said Ben Bernanke has told close friends that he probably will not stay on for another term. | A look back on our reporting of the past week's highs and lows in finance.

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week of Oct-28Calculated Risk 
The key report this week is the October employment report to be released on Friday. Other key reports include the August Case-Shiller house price index on Tuesday, October auto sales on Thursday, and the October ISM manufacturing index, also on Thursday. 

Next Week’s TapeMarketBeat / WSJ
Big Data Point Before a Big Election: The big event next week is Friday's jobs report, the last big data point before the election. Earnings from Exxon, Starbucks, Ford, General Motors, and Pfizer.

S&P 500 Earnings Week AheadReuters
Key S&P 500 Earnings Reports Next WeekBespoke

Wall Street Week AheadReuters
Jobs data, election may overshadow earnings

(video) Europe Week Ahead: Debt, earnings worries pile upReuters

(video) Asia Week Ahead: Run-up to China's leadership transition Reuters

(video) US Week Ahead: Jobs, earnings and a hurricane oh my! Reuters

Global Week Ahead Nordea (pdf)
Another week with a moderately optimistic risk sentiment: Next week’s key events will be the US employment report (Friday), the US ISM manufacturing survey (Thursday) and the ECB’s lending survey (Wednesday). The two US data releases are the last major economic news before the Presidential election on 6 November, and they will therefore attract more attention than usual.

G10 Weekly: Macro vs. market divergence to end?Nordea (pdf)
Macro vs. market divergence to end? * US – Earnings and economic momentum * USDJPY – Leaving the comfort zone *  RIX  – Our call for further easing is intact

Nordea Risk Perception PublicationNordea
Modest deterioration in sentiment – baseline still gradual improvement (or straight to full pdf)

Weekly Preview: Reasons to be cheerfulBNY Mellon

Weekly Focus: A mixed data picture with a pinch of soft Q3 earningsDanske Bank (pdf)
Main events next week will be US non-farm payrolls and the ISM reports. In Europe focus will be on final PMIs and Spanish Q3 GDP. The timing of a Spanish aid request and the finalisation of the Greece deal remain important. Bank of Japan is expected to ease policy further amid a setback in production and PMI data. 

Time to take some risk off the tableHumble Student 
FX Positioning and Technical OutlookMarc to Market

The Weekly T Report: From OMG to MIA & Why It Drives Risk TF Market Advisors

Weekly Credit Update Danske Bank (pdf)

EMEA Weekly: Week 44Danske Bank (pdf)
CNB to cut to zero and more to come

Things That Make You Go Hmmm…Grant Williams / The Big Picture
The most excellent long-form market newsletter 

World: The Week AheadFT 

European parliamentarians visit Iran; rugby’s rulers and grandees meet to shape the game’s European format; the International Space Station is fixed in a spacewalk; China’s central committee meets

EM Week Ahead - beyondbrics / FT

This week in European Unioneuobserver

Economic Calendar – Forexpros
Economic Calendar –
Monthly Economic Calendar –
Economic Calendar – BB
EU calendar –


TV: Bloomberg, CNBC, BBC,
Debt crisis: live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank
European 10yr Yields and Spreads – MTS indices

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