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Monday, November 17

17th Nov - 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.

Previously on MoreLiver’s:

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Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
Dollar Dump Sparks Safety Scramble For Bonds & Bullion

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg
Japan Q3 GDP: modest rebound as Abenomics impact fades * Fed and Bank of England Minutes: when will rates rise? * ZEW and PMIs: German and Eurozone confidence stabilizing

Economic CalendarHandelsbanken

Spotlight falls on Europe's stuttering economyReuters
As large parts of Europe's economy grind almost to a halt, attention will focus this week on the latest assessments of business confidence in the euro zone and Germany, which has just narrowly avoided a recession.

5 Things to Watch on the Economic CalendarWSJ

The Week AheadWSJ

Week AheadMarc to Market
The investment climate rests on three legs:  the divergence that is characterized by the de-synchronized business cycle, the decline in commodity prices and a slowing of China.

Wall St Week AheadReuters
Restaurants' uptick offers hope for consumer discretionaries

Weighing the Week AheadA Dash of Insight
The upcoming calendar provides a mixed brew of inflation data, Fed news, and continuing world crises. Adding the recent daily focus on energy prices and skepticism about stocks leads to the likely media focus for the week: Is it time to buy commodities?

Global Week AheadBB
Fed Minutes, Housing, Japan GDP

Weekly Central Banks CalendarWSJ

EU Week Ahead: ECB, Foreign Ministers, EbolaWSJ
Expect leaders to be jet-lagged next week: after discussing tax, growth, and financial regulation at the Group of 20 summit in Brisbane, the ECB's Draghi is in town and there's a key ruling on bankers' bonuses.

Weekly Market OutlookMoody’s

Weekly Focus: Will Abe call snap elections in Japan?Danske Bank
Fed minutes, possible announcement of early elections in Japan, PMI data, speeches from the ECB

Week AheadNordea
Next weak offers minutes of the FOMC meeting after ended QE in US. In the euro area we are expecting ZEW and PMI figures close to the stabilization zone. UK releases CPI data which is expected to remain at 1.2%. China unleashes house price data and PMI’s, while the unanticipated expansion of QQE is still on the agenda in Japan at the coming meeting. The coming weak also offers labor market data from Sweden and growth from Norway.

Viikkokatsaus: Katseet keskuspankkeihin ja inflaatioonNordea
Keskuspankkien pöytäkirjat (Fed, BoE) | Inflaatiolukuja | Alustavat PMI:t jälleen vuorossa

The Macro Week Ahead: Japan's GDP miss builds case for snap electionTradingFloor
The US and Asia were up for the week, with the Nikkei up 3.6%, followed by a strong performance in the Hang Seng and Shanghai Composite. Volatility exploded on JPY-related crosses while saying GBP lost its legs is an understatement. Meanwhile, the FOMC minutes have the potential to reignite hawkishness on the USD and China and Australia are set to sign a free trade agreement today.

Weekly Market SummaryThe Fat Pitch
It's hard to say trend is not bullish…The technical pattern coming into this week suggested that equities were set up for choppy trading, making the risk/reward of entering new longs uninteresting. That seems to be validated by this week's trading. The outlook ahead hasn't changed.

Weekly Credit Update – Danske Bank

Euro rates updateNordea

FX OutlookMarc to Market
Firm Grasp of the Obvious: Dollar Bull Run Remains Intact

The Week ahead in FX – TradingFloor

EMEA WeeklyDanske Bank

EM FX: caution warrantedNordea
Many different themes affect EM FX at the moment. Russia is a theme of its own with the conflict and the new FX policy; ECB QE which we now see in our baseline; Fed hikes; and commodity prices are in free fall. Enough reasons for us to remain cautious on the general outlook for EM FX.

EM FX: Financial forecastsNordea
We continue to forecast general EM FX weakness the rest of this year and for the first half of 2015. We have changed a number of forecasts over the past two weeks where the EM FX weakening has happened faster than we had anticipated. The EM FX weakening has put additional pressure on a number of EM central banks and hence we have revised a number of our key rate forecasts higher. Here is an overview of financial forecasts for Emerging Markets.

EM Preview: The Week Ahead – Marc to Market

Commodities slump to five-year low – TradingFloor

Economic Calendar –
Economic Calendar – BB
EU calendar –