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:
2-Nov Special: Payrolls (updated!)
LAST WEEK
Prices
Weekly
Scoreboard – Between The Hedges
Weekly Eurozone
Watch – Global
Macro Monitor
Summary for Week ending Nov-2 – Calculated 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.
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.
Succinct summation of week’s events – The
Big Picture
Shuffle Rewind 29 Oct-02 Nov – A
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 week – The Economist
Politics this week – The Economist
Business this week – The
Economist
NEXT WEEK
Schedule for Week of Nov-4 – Calculated 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.
Schedule for Week of Nov-4 – Calculated 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.
S&P 500 Earnings Week Ahead – Reuters
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) 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 Preview – BNY
Mellon
Much has
been made about the increasing challenges that foreign investors face when
investing in Brazil.
Weekly Focus: Get ready for US presidential election – Danske
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
Weighing the Week Ahead: Approaching Dangerous Curves? – A Dash of Insight
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 Update – Danske
Bank (pdf)
The credit
market has been stepping sideways and the major indices are more or less
unchanged from last week.
EMEA Weekly, Week 45 – Danske
Bank (pdf)
Impossible to
postpone Polish rate cut any longer * Russian inflation growth is cooling down *
Emerging: Week Ahead – beyondbrics / FT
World: The Week Ahead – FT
Agenda: EU budget, Merkel – euobserver
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