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Saturday, November 2

2nd Nov - 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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Risk Monitor – Global Macro Monitor
Weekly Scoreboard – Between The Hedges
US market portrait – Portfolio Probe

The Economist’s Weeklies:

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg (pdf)
ECB: rate cut discussion * US GDP growth: slightly softer Q3 * US labour market data: government shutdown = October weakness * Global PMIs: moderate growth in October

Economic CalendarHandelsbanken

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
Twitter will be the talk of Wall Street next week when the social media company goes public in the stock market's most anticipated initial public offering since 2012's Facebook (FB.O).

Week AheadNordea
US: GDP and the employment report in focus next week with the numbers being important for tapering expectations. Euro zone: We expect the ECB to keep rates unchanged next week. UK: The BoE will meet next week and we expect no change in the rate and no change in the size of the Asset Purchase Program.

Weekly Focus: ECB under added easing pressureDanskeBank
Europe: ECB should keep rates unchanged. Draghi to be very dovish and signal a rate cut could be coming. Given the very low outlook for inflation, we project a 25bp rate cut in December. US: a subdued employment report, due government shutdown and recent weakness in economic data. The first estimate of Q3 GDP. Fed speeches scrutinized for a soft tone after the FOMC statement was less dovish than expected and recent data soft.

Weighing the Week Ahead: Time for a Year-End Rally? A Dash of Insight

FX Outlook: Dollar has game  Marc to Market 
A shift in the fundamental focus toward somewhat better news from the US and somewhat poorer news from Europe. There is mounting speculation that the ECB will have to have some sort of policy response to the continued decline in private lending, weak growth in money supply, and near record low inflation.

Three Dimensions of the Investment ClimateMarc to Market
The trajectory of Fed tapering, the ECB's response to the draining of excess liquidity and threat of deflation, and Chinese reforms to be unveiled at the Third Plenary session of the Central Committee of the Communist Party. 

Key Events And Issues In The Coming WeekGS / ZH

Weekly Credit UpdateDanske Bank
Credit spreads remain stable. European bank lending standards point to improving conditions.

EMEA WeeklyDanske Bank
Another close call at the Czech central bank

Emerging: Week Aheadbeyondbrics / FT

China’s president Xi Jinping is thought to set out a programme of reforms for China in the much anticipated third plenum of the 18th Central Committee. Plus: Morsi goes on trial, Korea’s Park visits the UK, and Indonesia releases its Q3 GDP.

EU Week Ahead Nov. 4-8WSJ
EU growth forecasts and guidance on government interventions in energy markets as Brussels gets busy again.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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