Google Analytics

Saturday, October 25

25th Oct - W/E: 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

Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
Stocks Shrug Off Ebola, Surge Most Since 2011, Still A Red October

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

Kiron Sarkar’s Weekly ReportThe Big Picture

Video: Europe’s Week Ahead – Stress Tests, InflationWSJ

Week Ahead in Brussels : The End of the Barroso EraWSJ
It's a quiet week for scheduled events in Brussels but behind the scenes: regime change.

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Look to energy names for global demand clues

Weekly Market OutlookMoody’s

Weekly FocusDanske Bank
Fed meeting on Wednesday likely to reiterate the ‘considerable time’ forward guidance and the ‘significant underutilization’ description of the labour market * ECB to publish the asset quality review (AQR) and the stress test of banks’ balance sheets this Sunday * Euro zone HICP inflation to edge higher from 0.3% y/y in September to 0.6% y/y in October * The Swedish Riksbank is expected to cut the policy rate by 15bp to 0.10% and to present a significantly flatter rate path.

StrategyDanske Bank
The extent of the US soft patch will be important for risk assets and bond yields * We look for an only moderate slowdown but expect ISM to come down in coming quarters * Volatility expected to remain high for some time * Still no signs of a turnaround in the euro area, while Japan is recovering and China shows resilience

Week AheadNordea
While the weekend hosts the health check for Euro area banks and the Brazilian election, the coming week offers the expected end of the Fed’s QE and US Q3 GDP, along with central bank meetings in Japan and Sweden. German Ifo, Euro area inflation and Norwegian retail sales are also on the agenda.

Viikkokatsaus: Stressitesti meni – stressi jäiNordea
Fed lopettaa arvopaperiostot | Riksbanken laskee korkoa | Euroalue: Pankkien stressitestit
Macro Watch: ECB starts covered bond buyingTradingFloor
The ECB started to buy covered bonds this week following the announcement back in September. In the US, CPI surprised a bit to the upside while the UK's GDP rose, as expected.

The Macro Week Ahead: Eyes focused on FOMC and US growthTradingFloor
This week has a lot of macro data head. Eyes will be on this Wednesday's Federal Open Market Committee meeting and the third-quarter GDP figures for the US. In Asia, traders will be watching China's PMI figures and waiting for the rate decisions from New Zealand and Japan.

Eventful Week AheadMarc to Market
Investors will learn of the results of review and stress test of European banks.  The Federal Reserve meets, as do three other central banks (Bank of Japan, Sweden's Riksbank and the Reserve Bank of New Zealand.  Important elections were held in Ukraine and Brazil over the weekend.

World Week Ahead WSJ
Markets Calmed, but in Fragile Peace
Weekly Market SummaryThe Fat Pitch
While equities have recently become volatile, the underlying fundamentals have not changed…Coming in to 2014, many believed that higher wages and interest costs would begin to erode margins. That hasn't happened. But margins do appear to be flattening.

Key Earnings Reports Next WeekBespoke

Weekly Credit UpdateDanske Bank
Calm has returned to the market…thanks to the ECB and its potential corporate bond buying *

Euro rates updateNordea

FX OutlookMarc to Market
The US dollar gained on most of the major foreign currencies last week, but the overall tone, leaving aside the yen, was largely consolidative in nature.

EMEA WeeklyDanske Bank

EM Preview: The Week Ahead – Marc to Market

EM Bond SnapshotDanske Bank
Commodities a clear drag on EM

Weekly Commodity Update: Crude oil could fall furtherTradingFloor
Improved manufacturing data from Germany and China has helped give industrial metals a boost, while precious metals ran into profit taking. The energy sector was lower for a fourth consecutive week, with natural gas and gasoline the biggest losers. Meanwhile, the crude oil markets have stabilised after the major price slump seen in recent weeks.

Economic Calendar –
Economic Calendar – BB
EU calendar –