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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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Stocks Close At Recordest Highs As All Central Banks Go All In
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
World
Week Ahead: Gauging the Great Global Divergence – WSJ
Global Central
Banks Calendar for Week – WSJ
Wall St Week Ahead – Reuters
U.S. stock
investors head into the Thanksgiving holiday thankful for the market's recent
strength, which puts major indexes on track for another year of double-digit
gains, though the swiftness of the advance has raised eyebrows.
Weighing the Week Ahead – A Dash of Insight
Are investors too complacent?
Week
Ahead Nov. 22-29 – BB
U.S. GDP, Iran Talks, OPEC, Black Friday
Europe’s Week Ahead: – WSJ
EU
Agenda – euobserver
EU to
unveil investment fund, French budget, 'Vaarwel' to Van Rompuy
Politics
is Economics in the Week Ahead – Marc
to Market
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
OPEC meeting, Euro area: November
inflation, expect decline to cycle low of 0.3% * German
IFO expectations expected to give a sign of improvement * October M3 and
lending to improve US: Two consumer confidence
surveys Japan: October hard data
Strategy – Danske
Bank
Biggest
stimulus to consumers from oil prices since 2008 * It strengthens recovery case
in early 2015 and thus risk assets * Bond yield decline stabilises on rise in
risk appetite * Tentative signs of bottoming in the euro area * Rise in US core inflation eases downside
inflation risks * Rate cut in China underpins pick-up in growth
Week
Ahead: 22-28 Nov 2014
– Nordea
Next week
offers only second-tier data from the US, where the week is shortened
because of Thanksgiving. Besides Ifo data in Germany, this week brings preliminary
November inflation data for the Euro area. In Sweden, the GDP Q3 (flash) will be in
focus, but the trade balance and retail sales will also be on the agenda. In Norway, the next week offers the Q4
regional network report, which might be the most important Norwegian event.
Finally, our expectation regarding the OPEC meeting on Thursday.
Viikkokatsaus – Nordea
China lowers
benchmark rates * Japan posts
miserable GDP figures * German ZEW
indices improve
STOCKS
Are Low Rates Responsible For High Valuations – The
Fat Pitch
Today's low interest rates do not justify higher valuations and there is
no consistent historical relationship between rates and valuations. If rates
continue to fall, that is not a reason to expect valuations to rise further. That
also means that, if rates were to begin to rise, valuations do not need to fall
as the Fed Model suggests. In fact, the silvering to this story is that when
the Fed eventually decides to raise rates, stocks should rise; stocks tend to
appreciate after the first rise in rates
CREDIT
Weekly Credit Update – Danske
Bank
Euro rates update – Nordea
FOREX
Every One Wants Dollars (Again)– Marc
to Market
A new phase in the markets began this month. The Federal Reserve ended its QE3+ purchases. The Bank of Japan unexpectedly and
dramatically stepped up its asset purchases under its QQE operations. The government's largest pension fund
announced aggressive portfolio diversification plan.
EMERGING
EMEA Weekly – Danske
Bank
EM Preview: The Week Ahead – Marc to Market
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet