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Saturday, November 1

1st 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 Monitor – Global Macro Monitor

Tyler’s Weekly Market WrapZH
The Halloween Yen Massacre Sends Market To All-Time Highs

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg

Economic CalendarHandelsbanken

Kiron Sarkar’s Weekly Report – The Big Picture

Weighing the Week AheadA Dash of Insight
What the End of QE Means for the Individual Investor

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Unknown election outcome is stocks' big fear

World Week AheadWSJ
Economies Going Separate Ways

[video] Europe’s Week AheadWSJ
The European Central Bank is in the spotlight next week, as investors await news from the latest policy-setting meeting and subsequent press conference. The Bank of England is also due to meet, although policymakers there are under less pressure to act given the relative outperformance of the U.K. economy. Also of note will be the industrial production figures from the key eurozone countries, while looking further afield, the always interesting official U.S. employment report is due at the end of the week.

What to Watch in the EU Nov. 3-7WSJ
New Commission, Economic Forecasts, FTT

Weekly Market OutlookMoody’s

Weekly Focus: Riksbanken and Bank of Japan surprisedDanske Bank
We expect another solid US employment report with nonfarm payrolls for October of
240K, above consensus of 225K * The ECB should remain on hold, although the pressure from low inflation, weak activity and market turmoil have increased in October

Strategy: BOJ adds pressure on ECBDanske Bank
Surprise Bank of Japan move gives support to risk assets * Pressure rising on the ECB to follow – but it takes time for it to act * Hawkish Fed and dovish Bank of Japan give new fuel to USD/JPY * Focus turns to US next week – ISM to give more clues to US slowing

Week AheadNordea
Next week offers the jobs report and ISM manufacturing survey from the US. In Europe, next week's ECB and BoE meetings will be the hub of attention, while the Swedish focus will be on PMI and production from the manufacturing sector.

Widening Divergence Aids Dollar, but No Currency WarMarc to Market
There are three elements to the investment climate:  The divergence between the US on one hand and Europe and Japan on the other, the drop in many commodity prices, including oil, and the slowing of the Chinese economy. 

Viikkokatsaus: Jenkkitalous porskuttaa ja luo työpaikkojaNordea
Tulevaa: USA:n työmarkkinat vetävät * EKP odottaa, samoin BoE * Painuiko Suomen vienti lisää? Mennyttä: Fed lopetti arvopaperiostot * Euroalue: Inflaatio liikahti ylös * Riksbanken laski koron nollaan

Macro Watch: Japan picks up QE baton from USTradingFloor
Japan added to its QE programme just as the FOMC wound down its QE3 programme. Russia joined with a rate hike while the Swedisk Riksbank cut rates. Oh, and US GDP beat expectations handily.

Investment Outlook: The hunt for red OctoberTradingFloor
Global equity markets fell sharply going into October but recovered swiftly, and October ended in risk-on mode. Fear of liquidity withdrawal as the Fed's QE3 programme was terminated was the main culprit. I still recommend a neutral allocation as a near-term deceleration of the global business cycle may continue to weigh on markets.

Weekly Market Summary – The Fat Pitch

Weekly Credit UpdateDanske Bank
Market sentiment is gradually improving * ECB announced the results of its comprehensive review of European banks * Fed ended QE3 * Sweden’s Riksbank added to the group of central banks with a zero rate

Euro rates updateNordea

FX Outlook: Next Leg Up for the DollarMarc to Market

Global FX Strategy - BOJ untapered the Fed taperNordea
Volatility came back with a vengeance in October as global markets were wrong-footed on the back of disinflation and QE hangover worries. Overall, we expect volatility to be back for good. For Emerging Markets however, the coming month promises to be less eventful than the month that just passed.

EMEA WeeklyDanske Bank

EM Preview: The Week Ahead – Marc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –