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Saturday, November 23

23rd 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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Daily Risk Monitor – Global Macro Monitor
Weekly Scoreboard – Between The Hedges
Market week in charts – ZH
US market portrait – Portfolio Probe

The Economist’s Weeklies:

The Weekenderbeyondbrics / FT
The week in emerging markets, including our most read, five things we have learned and some long reads for the weekend. Plus the week in a chart: the Shanghai Composite.

Succinct summation of week’s eventsThe Big Picture

Weekly Bull/Bear RecapRCS

Dollar Mixed on Week Amid Much Noise Around Constant SignalMarc to Market

Schedule for WeekCalculated Risk

Economic CalendarBerenberg

Eurozone monetary data: credit crunch easing * UK housing data: activity and prices accelerate * EU economic sentiment: uneven recovery * Eurozone unemployment and inflation: relief for the ECB
Economic CalendarHandelsbanken

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
The rally that has taken the S&P 500 index nearly 30 percent higher for the year shows no sign of losing steam as Americans prepare to celebrate the Thanksgiving holiday. Supporting this scenario, December is historically the strongest time for stocks.

Weekly Focus: Euro deflation scare set to continueDanske Bank
The US holiday shopping season kicks off next week with Thanksgiving. It is hoped it will confirm the upbeat message from the October retail sales report. We expect Euro area flash inflation for November to increase a notch but remain at a level uncomfortably low for the ECB. October industrial production growth in Japan should be solid but we expect a small decline in the Markit PMI for November. Inflation is likely to continue higher, although at a slowing pace.

Week AheadNordea
Euro zone flash inflation print will be in focus next week and we believe that the consensus may be on the low side.

Strategy Danske Bank
Euro deflation scare to stay with us for some time * Improved Fed communication moves Fed tapering closer * Bond yields diverge, EUR/USD heading lower * Germany pulling, France dragging * Why the Chinese reforms are so important

Scandi markets aheadDanske Bank
Divergent growth, inflation and monetary policy between Norway and Sweden

Kasvu jatkuu – vakaana Yhdysvalloissa ja kituliaana euroalueella. Viime viikon antia: Ostopäällikköindeksit sen kertovat: euroalueen talous kasvaa nihkeästi – Yhdysvallat jatkaa hyvässä nousussa. Tulevaa: Luottamusmittareita, Ruotsin Q3 BKT, Euroalueen inflaatio
Weighing the Week Ahead: Will Consumers Open Their Wallets? A Dash of Insight

FX OutlookMarc to Market 
The market seemed to get confused last week between the noise and the signal and this confusion gave the dollar a bit of a reprieve.  However, by the end of the week, the market seemed to be back on message. 

Developments Cast Pall Over DollarMarc to Market

Key events in the week ahead by Goldman SachsZH

Weekly Credit UpdateDanske Bank

EMEA WeeklyDanske Bank

Emerging Market PreviewMarc to Market

Emerging: Week Aheadbeyondbrics / FT

Economic Calendar –
Economic Calendar – BB
EU calendar –

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