Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
Previously on
MoreLiver’s:
LAST WEEK
Daily
Risk Monitor – Global
Macro Monitor
Global
Equity Performance YTD – Global
Macro Monitor
US market portrait
2013 week 43 – Portfolio
Probe
The Economist’s Weeklies:
Succinct summation of week’s events – The
Big Picture
Weekly Bull/Bear Recap - RCS
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
Fed decision: no
tapering, very dovish * US data: subdued September retail sales, resilient ISM
* Eurozone economic sentiment soft in October, unemployment: recovery and
tourism helping
Economic Calendar – Handelsbanken
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
The Federal Reserve meeting next week is not on the minds of as many people as when it met in September, but its decision to do nothing last month is providing the fuel for more share gains in Apple and Facebook, which report results next week.
Weekly Focus: Low rates and recovery – Danske Bank
Wall Street Week Ahead – Reuters
The Federal Reserve meeting next week is not on the minds of as many people as when it met in September, but its decision to do nothing last month is providing the fuel for more share gains in Apple and Facebook, which report results next week.
Weekly Focus: Low rates and recovery – Danske Bank
Some weak indicators
are on the cards in the US and the Fed’s tone is likely to be on the soft side,
which the market has already discounted. Numbers should again confirm low
inflation in Europe but show a return to growth in Spain.
Week Ahead – Nordea
US: FOMC meeting will
be important for the market´s tapering expectation and we expect a signal that
tapering is off the table for this year. Euro zone: inflation numbers from the
Euro zone could be key. Any downside surprise should put additional pressure on
the ECB to ease further.
Strategy: Four
factors underpinning risk markets – Danske
Bank
Tail risk lower again * Fed tapering postponed further * Global recovery
still unfolding * Wage growth and rates low for long in developed markets * Bond
yields falling again - not much value here. EUR/USD keeps rising: more upside
might be in store. Euro recovery on track despite slight disappointments. US
ISM looks set to decline. Chinese tightening looming next year.
Global FI Strategy:
Into the void – Nordea
Market talk: Recent market action
has once again illustrated that the rise in interest rates that we have seen
since early May took place too fast… EUR
strategy: Excess liquidity below EUR 200bn and a steady repayment pace has
made it attractive to look for EONIA paying opportunities…EUR vol strategy: EUR vega volatilities are too high and we look at
opportunities in forward space to explore this further…
Key events in the week
ahead by Goldman Sachs – ZH
Weekly Credit Update – Danske
Bank
Stable and calm credit markets. ECB outlines its plan for asset quality
review of banks
Czech politics shifts
to left
EM Preview: The Week
Ahead – Marc to Market
EU Week Ahead: Slow
and Short – WSJ
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet