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Saturday, December 7

7th 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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Market week – Zero Hedge
Market prices – Global Macro Monitor
Weekly Scoreboard – Between The Hedges

The Economist’s Weeklies:

The Weekenderbeyondbrics / FT

Schedule for WeekCalculated Risk

Economic CalendarBerenberg
Eurozone finance minister meeting: banking union deal? * German Grand Coalition: will SPD members approve the coalition agreement? * China data: steady growth

UK Next Week's Agenda and Wrap UpHandelsbanken

Economic CalendarHandelsbanken

Wall Street Week AheadReuters
U.S. companies are sounding the alarm on fourth-quarter earnings, lowering profit estimates just as the stock market is poised to end its best year since 1998.

Weekly FocusDanske Bank
Upswing sends yields up - but only slightly and short term. We expect another strong retail sales report from the US.

Global Week AheadNordea
USA: Nov retail sales (Thu) are expected to increase 0.5%, mainly driven by auto sales. The consensus is looking for a 0.2% rise in the so-called retail sales control group. Euro area: Industrial production numbers for October (Germany on Monday, France and Italy on Tuesday, Euro area on Thursday) will give a hint on whether the stability of sentiment indicators also holds true for hard data.  We expect a small increase of production following the 0.5% m/m decline in September.

StrategyDanske Bank
A positive supply shock = low inflation and higher growth.  We are in for another era of low inflation and stronger growth - as seen before.

Weighing the Week Ahead – A Dash of Insight

Scandi markets aheadDanske Bank
Inflation and government bond auction week

FX Outlook: Dollar heavy  Marc to Market
Contrary to what many, including ourselves thought, the expected divergence of monetary policy between the Federal Reserve tapering on one hand, and the European Central Bank (and Bank of Japan) which likely to have to provide more monetary support next year on the other hand, has not spurred a US dollar rally against European currencies.  There is little reason to expect this to change, from a technical point of view.

Key events in the week ahead by Goldman SachsZH

Weekly Credit UpdateDanske Bank
Primary markets remain busy, while spreads see a minor correction. Downgrades outnumber upgrades, but trends are sector-specific.

EMEA WeeklyDanske Bank
Hungary is heading for deflation

Emerging Market Preview: The Week AheadMarc to Market

Emerging: Week Aheadbeyondbrics / FT

EU Week Ahead Dec. 9-13WSJ
The pre-Christmas summit bonanza moves into full swing in Brussels this week, as European Union governments scramble to finalize legislation that they pledged to have in place by year-end.

Economic Calendar –
Economic Calendar – BB
EU calendar –

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