Here are
the links to help you review the ending week – and prepare for the next one.
You might also want to see the previous ‘Weekly Support’. The missing links will be updated when the articles are published. The embedded youtube video is the 1989 video of "Just A Techno Groove" by a band called "Dow Jones". Must....palm....face....
Previously on MoreLiver’s:
LAST WEEK
Prices
Weekly
Scoreboard – Between
The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
Week in
Review – Global Macro Monitor
U.S. Equity Sector ETF Performance – Global
Macro Monitor
US market portrait 2012 week 46 – Portfolio Probe
US market portrait 2012 week 46 – Portfolio Probe
The key
report was the trade deficit that showed exports increased more than imports in
September, and the trade deficit declined.
Also Consumer sentiment has increased to pre-recession levels.
The Weekender – beyondbrics / FT
Succinct summation of week’s events – The Big Picture
Weekly Review – A View From My Screens
(podcast) MarketBeat Week – MarketBeat / WSJ
The Weekender – beyondbrics / FT
Succinct summation of week’s events – The Big Picture
Weekly Review – A View From My Screens
(podcast) MarketBeat Week – MarketBeat / WSJ
With the
election over, the "fiscal cliff" has moved into the spotlight. The
Dow industrials suffered their worst weekly performance since June and have
dropped 4% throughout the last three weeks.
Week in Review: On Wall Street, a New Tone With
Old Tactics – DealBook
/ NYT
An analysis
of President Obama's tough choices on housing * On Wall Street, its time to
mend fences with the president * Andrew Ross Sorkin said that the election
won't solve all puzzles * A big bets soured, imperiling a small firm * A deal
maker for Morgan Stanley was eased out * HSBC may face charges in a laundering
inquiry.
Politics this week – The
Economist
Business this week – The
Economist
NEXT WEEK
Schedule for Week of 11-Nov – Calculated Risk
The key report for the week is retail sales for October. For manufacturing, the November NY Fed (Empire state) and Philly Fed surveys, and the October Industrial Production and Capacity Utilization report will all be released this week. On prices, CPI for October will be released on Thursday. Also Fed Chairman Ben Bernanke speaks Thursday
Next Week’s Tape: Budget Talks; Sandy’s Data Impact – MarketBeat / WSJ
The key report for the week is retail sales for October. For manufacturing, the November NY Fed (Empire state) and Philly Fed surveys, and the October Industrial Production and Capacity Utilization report will all be released this week. On prices, CPI for October will be released on Thursday. Also Fed Chairman Ben Bernanke speaks Thursday
Next Week’s Tape: Budget Talks; Sandy’s Data Impact – MarketBeat / WSJ
Markets
will likely pay close attention to scheduled talks next week in Washington on
avoiding the fiscal cliff, and to how superstorm Sandy affected retail and
manufacturing.
S&P 500 Earnings Week Ahead – Reuters
(video) US Week Ahead: Three headaches for
investors– Reuters
Wall Street Week Ahead – Reuters
Wall Street's post-election sell-off may gather steam in the coming weeks as worries mount about the looming "fiscal cliff" and technical weakness suggests a possible correction ahead.
Wall Street's post-election sell-off may gather steam in the coming weeks as worries mount about the looming "fiscal cliff" and technical weakness suggests a possible correction ahead.
Global Week Ahead – Nordea
(pdf)
Time to
avoid fiscal cliff: Focus is likely to be on the US fiscal risks, the Fed, and Greece next week. US retail sales and
Euro-area GDP numbers are the most important data. We expect no surprises on the US data front, while we could see
modest positive surprises in the Euro area.
Weekly Preview – BNY
Mellon
It's the
Euro-zone economy stupid
Preview Of The Boring Week Ahead – Goldman Sachs / ZH
Weekly Focus – Danske Bank (pdf)
Preview Of The Boring Week Ahead – Goldman Sachs / ZH
Weekly Focus – Danske Bank (pdf)
USA: Focus turns to fiscal cliff
negotiations, retail sales to weaken a bit due partly to Hurricane Sandy. We
expect regional business surveys from Empire and Philadelphia to decrease. Fed minutes to reveal
how close Fed is to Evans rule EUROPE: Debt relief and new programme for Greece in focus at the Eurogroup meeting.
We expect Euro Q3 GDP data to show a decline of 0.2% q/q. Swedish data is likely to point to
rising inventories. We expect inflation to undershoot the Riksbank target. ASIA: New leadership in China is dueto be announced during the
week – probably on Thursday. Japanese Q3 GDP figures are likely to show a substantial
decline in Q3.
Economic and Market Outlook – Nordea
(pdf)
If markets go more into risk-off heading into the winter, long-term
investors should be looking to switch more into risk-on trades.
US election
– Now what? * China – Dr
Copper´s confusing diagnosis * Sweden – All
eyes on Friday´s production data
Market
Analysis: Are We
Already In A Recession? – The Short Side of the Long
Weighing the Week Ahead – A Dash of Insight
Will US Leaders Become Cliff Divers?
Weighing the Week Ahead – A Dash of Insight
Will US Leaders Become Cliff Divers?
Markets Weekly – TF Market Advisors
Choppy markets ahead – Humble
Student
I believe
that all these cross-currents are just a recipe for more volatility. While I am
concerned about downside risks, investors also have to be aware of what could
go right.
FX Positioning and Technical Outlook – Marc to Market
The US dollar appears to have broken out of the ranges that seemed to
dominated since mid-September against the major currencies, except the
Japanese yen and Australian dollar
Weekly Credit Update – Danske
Bank (pdf)
US:
Short-lived after-party * Pick-up in primary market activity * Finnish
authorities propose LTV cap on new mortgages
EMEA Weekly, Week 46 – Danske
Bank (pdf)
Agenda: Money issues to dominate this week – euobserver
Negotiations on next year's EU budget and how to pay 2012's bills will take centre-stage this week. Meanwhile Malta's EU commissioner is due to be grilled by MEPs.
Agenda: Money issues to dominate this week – euobserver
Negotiations on next year's EU budget and how to pay 2012's bills will take centre-stage this week. Meanwhile Malta's EU commissioner is due to be grilled by MEPs.
This week
Obama becomes the first US president to visit Myanmar, the annual Asean summit begins in Cambodia, and we have results from Merck and
Unicredit.
CALENDARS
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat
REFERENCE
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank