Google Analytics

Saturday, November 9

9th 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.

Follow ‘MoreLiver’ on Twitter or Facebook

Previously on MoreLiver’s:

Weekly ScoreboardBetween The Hedges
US market portraitPortfolio Probe

Daily Risk MonitorGlobal Macro Monitor

The Economist’s Weeklies:

Succinct summation of week’s eventsThe Big Picture

The Weekenderbeyondbrics / FT

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
CPI Eurozone: very subdued, GDP Germany: close to trend, GDP France: downside risk, GDP Eurozone: moderate growth

Economic CalendarHandelsbanken

UK’s Next Week’s AgendaHandelsbanken

S&P 500 Earnings Week AheadReuters

Wall Street Week AheadReuters
Investors to keep focus on Fed for tapering clues

Week AheadNordea
Euro zone: GDP numbers will be closely watched next week, as will the final inflation print. UK: The quarterly inflation report will be the first one after the introduction of the new forward guidance framework in August. China: The third plenum of the 18th Central Committee, from November 9 to 12, a party gathering with great historical status, will likely overshadow other data releases from China next week. Japan: Compared to the very strong readings in the first two quarters of the year we expect a somewhat more moderate growth in Q3.

Weekly Focus: ECB got nervous but don’t fear deflationDanske Bank
China will release most hard economic data for October and we expect this to confirm that the economy is in a moderate recovery.

Strategy: Deflation is not always a bad thingDanske Bank

Weighing the Week AheadA Dash of Insight 
Do Sidelined Investors Face Upside Risk?

FX Outlook: Dollar Firm, but Look for Near-Term Pullback Marc to Market 
With the help of the unexpected ECB rate cut and better than expected US economic data, the US dollar showed the kind of strength the technical reading suggested was likely last week.  However, the market appears to have run ahead of itself and the immediate risk is for a setback in the dollar.

FX Viewpoint: USD bulls awakeNordea

Ten Macro Thoughts to Start the WeekMarc to Market 

Asia Weekly: Yellen faces the Senate; China’s third plenum beginsTradingFloor
More US data this week ahead of the Senate Banking Committee’s confirmation hearing for Janet Yellen on Thursday. China's third-plenum could hint at tighter fiscal reform, which could slow its pace of growth and weigh on AUD. 

Scandi markets ahead: Time for Scandi inflation dataDanske Bank
We present the main events in the three Nordic countries over the coming week and presnt our main views for the Scandinavian FX and FI markets. 

What You Need to Know For The Week AheadMacro Horizons / WSJ 

Key events in the week ahead by Goldman SachsZH

Weekly Credit UpdateDanske Bank
Stability in credit spreads continues. New issuance activity edges higher. Government proposal eliminates refinancing risk for Danish ARM bonds.

EMEA WeeklyDanske Bank
Inflation in most CEE countries, especially Poland, Hungary and the Czech Republic, is moving closer to deflation.

Emerging: The Week AheadMarc to Market

Emerging: Week Aheadbeyondbrics / FT

EU Week Ahead: After Rate Cut, What’s Next?WSJ
Next week sees the release of third quarter GDP data in the euro zone. It was set to be the big economic event in Europe even before the European Central Bank cut rates yesterday. Now it’s even more important.

EU Week Ahead: Budget 2014, Banking ResolutionWSJ
Three days of finance ministers, plus a visit from the International Monetary Fund promise a busy week ahead in Brussels.

Economic Calendar –
Economic Calendar – BB
EU calendar –

Follow ‘MoreLiver’ on Twitter or Facebook