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Friday, October 25

26th Oct - Weekly Support

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:

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Daily Risk MonitorGlobal Macro Monitor

Global Equity Performance YTDGlobal Macro Monitor

US market portrait 2013 week 43Portfolio Probe
The Economist’s Weeklies:

Succinct summation of week’s eventsThe Big Picture

Weekly Bull/Bear Recap - RCS

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
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 CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

S&P 500 Earnings Week AheadReuters 

Wall Street Week AheadReuters 
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 recoveryDanske 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 AheadNordea
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 marketsDanske 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 voidNordea
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 SachsZH

Stress Indicators: The market is sleepingTradingFloor

Weekly Credit UpdateDanske Bank
Stable and calm credit markets. ECB outlines its plan for asset quality review of banks

EMEA Weekly: Week 43Danske Bank
Czech politics shifts to left

EM Preview: The Week AheadMarc to Market

EU Week Ahead: Slow and ShortWSJ

Economic Calendar –
Economic Calendar – BB
EU calendar –

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