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Friday, November 2

2nd Nov - Weekender: Weekly Support

Last week's most excellent review and the week ahead under the microscope. See my earlier posts for even more link madness.

Previously on MoreLiver’s:

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Weekly Scoreboard – Between The Hedges
Weekly Eurozone Watch – Global Macro Monitor
Week in Review – Global Macro Monitor
US market portrait 2012 week 45 Portfolio Probe

Summary for Week ending Nov-2Calculated Risk 
This was a busy week and the fifth week in a row with somewhat better than expected data. The big story was the encouraging October employment report. As usual housing was a bright spot: residential construction spending increased, and house prices were up 2.0% year-over-year in August (as reported by Case-Shiller). On the other hand, manufacturing was weak, although the ISM manufacturing survey was slightly better than most forecasts. 

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

Shuffle Rewind 29 Oct-02 NovA View from my Screens 

(podcast) MarketBeat Week: Jobs, Jobs, Jobs!MarketBeat / WSJ
Pros and cons of the monthly nonfarm payroll data…The stock market didn’t take it too well, though, underscoring how anxiety is growing on Wall Street ahead of the presidential election.. 

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week of Nov-4Calculated Risk 
The most anticipated event this week will be the US election on Tuesday. The key US report for this week will be the September trade balance report on Thursday. 

Next Week’s Tape: Election Day Rules the WeekMarketBeat / WSJ

S&P 500 Earnings Week AheadReuters

Wall Street Week Ahead Reuters
Regardless of the results of Tuesday's U.S. presidential election, the next four years will be a tough act to follow from Wall Street's vantage point.

(video) Europe Week Ahead: When, not if, for ECB rate cutReuters

(video) Asia Week Ahead: China's generational power shiftReuters

(video) US Week Ahead: Obama vs. Romney - get ready for elections!Reuters

Global Week Ahead – Focus turns to elections in the US (and in China)Nordea
…or direct to full pdf

Weekly PreviewBNY Mellon
Much has been made about the increasing challenges that foreign investors face when investing in Brazil.

Weekly Focus: Get ready for US presidential electionDanske Bank (pdf)

G10 Weekly: Monetary policy – To infinity, and beyond Nordea (pdf)
The assertion that central banks can create and control inflation under current circumstances isn’t necessarily wrong, but definitely arguable.

Market Analysis: – The Short Side of the Long 

Weighing the Week Ahead: Approaching Dangerous Curves?A Dash of Insight 

Currency Positioning and Technical Outlook: Trending Market or Not?Marc to Market

The key issue facing market participants is whether the dollar is trending or moving in a range.

The Weekly T Report: – TF Market Advisors

Weekly Credit UpdateDanske Bank (pdf)
The credit market has been stepping sideways and the major indices are more or less unchanged from last week. 

EMEA Weekly, Week 45Danske Bank (pdf)
Impossible to postpone Polish rate cut any longer * Russian inflation growth is cooling down *

Emerging: Week Aheadbeyondbrics / FT

World: The Week Ahead – FT

Agenda: EU budget, Merkeleuobserver

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

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