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Saturday, November 22

23rd 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.

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Weekly ScoreboardBetween The Hedges

Friday’s Price MonitorGlobal Macro Monitor

Tyler’s Weekly Market WrapZH
Stocks Close At Recordest Highs As All Central Banks Go All In

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic Calendar – Berenberg

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

5 Things to Watch on the Economic CalendarWSJ

World Week Ahead: Gauging the Great Global DivergenceWSJ

Global Central Banks Calendar for WeekWSJ

Wall St Week AheadReuters
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 AheadA 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 Agendaeuobserver
EU to unveil investment fund, French budget, 'Vaarwel' to Van Rompuy

Politics is Economics in the Week AheadMarc to Market
Weekly Market OutlookMoody’s

Weekly FocusDanske 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

StrategyDanske 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 2014Nordea
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

Macro Watch: Draghi weighs on EUR, China cuts ratesTradingFloor
China lowers benchmark rates * Japan posts miserable GDP figures * German ZEW indices improve

Are Low Rates Responsible For High ValuationsThe 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

Weekly Credit UpdateDanske Bank

Euro rates updateNordea

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. 

EMEA WeeklyDanske Bank

EM Preview: The Week Ahead – Marc to Market

Economic Calendar –
Economic Calendar – BB
EU calendar –