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Saturday, November 16

16th Nov - Weekender: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week's 'Support' here.

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Friday Close
Weekly Scoreboard – Between The Hedges
US market portrait – Portfolio Probe
Daily Risk Monitor – Global Macro Monitor

The Economist’s Weeklies:

Succinct summation of week’s eventsThe Big Picture

Weekly Bull/Bear RecapRCS

Schedule for WeekCalculated Risk

The week ahead: Friends in spy placesThe Economist
Elections are held in Chile and Nepal, nuclear talks resume with Iran and Germany holds hearings into American snooping

Economic CalendarBerenberg
Eurozone PMIs, consumer confidence: recovery pace picking up? * Germany Ifo, ZEW: domestic strength * Fed, BoE minutes: dovish tone

Economic CalendarHandelsbanken

UK Next Week's Agenda and Wrap UpHandelsbanken

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
As Fed taper debate goes on, retail vies for attention

Week AheadNordea
US: Inflation, retail sales and housing statistics will be important data prints next week. In addition, markets will pay attention to the FOMC minutes and Bernanke´s speech. Euro zone: Important sentiment indicators will be closely watched next week, including IFO and flash PMIs. China: HSBC/Markit Flash PMI will set the tone for markets on Thursday morning. Japan: Given consistently rising CPI and a fairly positive growth outlook we expect no change to monetary policy when the BoJ meets on Thursday.

Weekly Focus: Diverging paths for central banksDanske Bank
The euro area's manufacturing PMIs are expected to be broadly unchanged in November but still consistent with a slight improvement in growth.

Strategy: Fed eyes tapering, ECB eyes more easingDanske Bank

Week Ahead A Dash of Insight

Scandi markets aheadDanske Bank
Divergent monetary policy between Norway and Sweden in December

Macro MusingsMarc to Market
The investment climate is characterized by the continued accommodative monetary stance by the three key central banks
FX Outlook: Dollar remains fragile  Marc to Market

FX Viewpoint: let it flowNordea
FX Forecast Update - December Danske Bank
We continue to have a positive USD view for 2014. Relative monetary policy with the ECB on easing bias and tapering from the Fed should continue to push EUR/USD lower.

Monthly Yield Forecast UpdateDanske Bank
The ECB walks the talk and cuts the refi

Asia Weekly: USD lower as central banks have their say; watch BoJTradingFloor
A busy week ahead with meeting minutes from the Fed and RBA. The pressure is on for the BoJ with its rate decision on Thursday and monthly economic report on Friday. Abenomics faces significant challenges, which could keep the easy money flowing.

New Financial ForecastsNordea
Fed: In light of the recent strong payroll data we stick to our call that the Fed will start tapering its asset purchases at the January FOMC meeting ECB: The refi rate cut was one month earlier than we had expected. The ECB is likely to keep a clear easing bias for a while, but we do not see more easing in our baseline. Rates: We have lifted our 10Y Treasury yield forecast. We expect a move toward 3% within 3-months. We have lowered our medium-term EUR rates since the ECB’s refi rate will be 25 bp lower in our forecast.

Viikkokatsaus: Luottamuksen viikko testaa tunnelmatNordea
Viime viikon antia: Euroalueen talous kasvoi odotettua nihkeämmin. Tulevaa: Alustavia ostopäällikköindeksejä, Muita luottamusmittareita
Key events in the week ahead by Goldman Sachs – ZH

What Matters in the Week AheadWSJ
Weekly Credit UpdateDanske Bank
Credit indices remain stable. Primary market activity picking up. Danish "F1 proposal" amended. Swedish FSA wants higher risk weights for residential mortgages

EMEA WeeklyDanske Bank
Deflation, tapering and renewed jitters

Week Ahead - beyondbrics / FT

Emerging Markets Briefer - NovemberDanske Bank
We present the November version of the Emerging Markets Briefer with updated FX forecasts

Emerging Market Preview: The Week AheadMarc to Market
Europe’s Week Ahead: Euro-Zone Manufacturing Data in FocusWSJ 

EU Week Ahead: Go East, Old Men!WSJ

Economic Calendar –
Economic Calendar – BB
EU calendar –

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