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Saturday, December 1

1st Dec - Weekender: Weekly Support

Last week reviewed, next previewed. Previous ‘Weekly Support’ here.

Previously on MoreLiver’s:

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Weekly Scoreboard – Between The Hedges
U.S. Equity Sector ETF Performance – Global Macro Monitor
Weekly Eurozone Watch – Global Macro Monitor
Week in Review – Global Macro Monitor
US market portrait 2012 week 49 – Portfolio Probe

Summary for Week ending 30-NovCalculated Risk
Overall this was a disappointing week, but it is difficult to separate out the underlying trend from the impact of Hurricane Sandy. Of course most of the headlines last week were about the so-called "fiscal cliff".

The Weekenderalphaville / FT 

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

(podcast) MarketBeat WeekWSJ
Whether investors should be frazzled by the daily fiscal-cliff negotiations.

Week in reviewA View From My Screens

Week in Review: Portraits of a Hedge Fund TitanNYT
The inquiry into Steven A. Cohen's hedge fund intensified * The race to run the S.E.C. shifted * Andrew Ross Sorkin examined the peril of "expert networks." * A news analysis finds a housing tax break is vulnerable * And Lehman sold a property firm that helped sink it

Politics this weekThe Economist

Business this weekThe Economist

Schedule for Week of 2-Dec Calculated Risk
The key report next week is the November employment report to be released on Friday. Other key reports include November auto sales on Monday, the November ISM manufacturing index, and the November ISM service index. The November employment report will probably be negatively impacted by Hurricane Sandy, but November auto sales probably saw a boost from the storm.

Europe’s Week Ahead: Fiscal Cliff, GreeceWSJ

Next Week’s Tape: Sandy Washes Over Jobs ReportWSJ
Next week bring the big monthly jobs report, but the effects of superstorm Sandy are expected to drive the monthly numbers below 100,000.

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
Cliff fight may knock out December rally. In normal times, next week's slew of U.S. economic data could be a springboard for a December rally in the stock market. 

Market Analysis: QE4 Rumours Start CirculatingThe Short Side of the Long
(video) Europe Week Ahead: Central Banks & Autumn StatementsReuters

(video) Asia Week Ahead: Australia's growth set to sputterReuters

(video) US Week Ahead: – Reuters

Global Week Ahead: Fiscal cliff debate to dominateNordea (pdf)                    
or read the summary

Weekly Preview: Now and YenBNY Mellon
JPY weakness: With “buy on the rumour, sell on the fact” proving one of the defining themes of the year, the risk is that this could provide the last example for 2012.

Weekly Focus: Fiscal cliff negotiations to weigh on sentiment Danske (pdf)

Economic Outlook Global – Here comes the sunNordea (pdf)
or read the summary

G10 Weekly: HeadacheNordea (pdf)
Greece – Buyback headache * Sweden – Macro headache * LTRO – Early repayment headache

Weighing the Week Ahead – A Dash of Insight

FX Positioning and Technical Outlook Marc to Market
Euro and Yen Signals Strongest

The Weekly T Report TF Market Advisors 
Chasing Yield Is Tiring Work – is the Market fit enough to keep going?

Weekly Credit UpdateDanske (pdf)
Emerging: Week Aheadbeyondbrics / FT

Agenda: – euobserver

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


Debt crisis live – The Telegraph
Europe Crisis Tracker – WSJ
Tracking Europe’s Debt Crisis – NYT
FX Options Analytics – Saxo Bank

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