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Sunday, December 1

1st Dec - 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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Markets – ZH
Weekly Scoreboard – Between The Hedges

The Economist’s Weeklies:

The Weekenderbeyondbrics / FT

Succinct summation of week’s eventsThe Big Picture

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
ECB meeting: less pressure to act after data uptrend resumed * UK budget: more Scrooge than Santa * US non-farm payrolls: post-shutdown strength?

UK Next Week's Agenda and Wrap UpHandelsbanken

Scandi markets aheadDanske Bank
Another soft Norges Bank Monetary Policy Report

Economic CalendarHandelsbanken

S&P 500 Earnings Month AheadReuters

Wall Street Week AheadReuters
Retail, jobs data to rule stocks' next move

Weekly Focus: Low inflation and stronger growth to boost risky assetsDanske Bank
The job report in the US should confirm that the labour market is recovering and we estimate non-farm payrolls increased by 190,000 in November. We expect the ECB to ease again but, in our view, the December meeting next week is too early for more stimulus. Despite an increase in inflation in November, the outlook remains subdued and Mario Draghi will be dovish at the meeting. Focus will also be on PMIs in the euro area, the UK, China, Sweden and Norway and ISM in the US

Week Ahead: 30 Nov – 6 DecNordea
USA: Next week’s most important US data releases are the Nov employment report and the Nov ISM manufacturing survey. We expect payrolls to come in at 170k (consensus at 183k) and ISM to come in at 55 in line with consensus. Euro area: We expect no fresh rate cuts at next week’s ECB meeting. Inflation ticked up again in November and reduced the pressure on the ECB to act again this soon. The tone is likely to be very dovish and the door for more action will be kept wide open, be it negative deposit rates or LTROs or perhaps even QE.

Riittääkö työpaikkojen lisäys – voisiko Fed vähentää ostojaan jo joulukuussa? Viime viikolla: Euroalueen inflaatio vauhdittui hieman, Ruotsi lähellä nollakasvua. Tällä viikolla:  USA: Teollisuuden ISM (ma), Työllisyysraportti (pe) Eurooppa: BKT:n yksityiskohdat (ke), EKP:n kokous (to), Suomen Q3 BKT (to)

Strategy: An environment where credit assets get expensiveDanske Bank
We look for tight spreads in credit and peripherals – assets get expensive in this environment * ECB feeling more pressure to ease from monetary pillar * Moderate upward pressure on US yields to continue * We still look for EUR/USD to go lower in 2014 * Japan is bucking the trend of lower inflation – QE works

Weighing the Week Ahead – A Dash of Insight

FX Outlook: Dollar and Yen Downside Risks PersistMarc to Market

FX Viewpoint: to cut or not to cutNordea

Key events in the week ahead by Goldman SachsZH

Weekly Credit UpdateDanske Bank
Activity in Nordic local currency markets is good. S&P takes positive rating action on European corporate Danish government proposal to alleviate mortgage bond refinancing risk is finalized.

EMEA WeeklyDanske Bank

EM Week Ahead – Marc to Market

Emerging: Week Aheadbeyondbrics / FT

Economic Calendar –
Economic Calendar – BB
EU calendar –

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