Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Market week – Zero
Hedge
Market prices – Global
Macro Monitor
Weekly Scoreboard – Between
The Hedges
The Economist’s Weeklies:
The Weekender – beyondbrics
/ FT
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
Eurozone finance
minister meeting: banking union deal? * German Grand Coalition: will SPD
members approve the coalition agreement? * China data: steady growth
Economic Calendar – Handelsbanken
Wall Street Week Ahead – Reuters
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 Focus – Danske
Bank
Upswing sends yields
up - but only slightly and short term. We expect another strong retail sales
report from the US.
Global Week Ahead – Nordea
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.
Strategy – Danske
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
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 Sachs – ZH
Weekly Credit Update – Danske
Bank
Primary markets remain
busy, while spreads see a minor correction. Downgrades outnumber upgrades, but
trends are sector-specific.
EMEA Weekly – Danske
Bank
Hungary is heading for deflation
Emerging Market
Preview: The Week Ahead – Marc to Market
Emerging: Week Ahead –
beyondbrics / FT
EU Week Ahead Dec.
9-13
– WSJ
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.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet