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Saturday, November 29

29th 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
Dow Record Close Despite Bond Yields, Bullion, & Black Gold Battering

Succinct summation of week’s events The Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg
ECB meeting: just strong words or action? * US non-farm payrolls: robust jobs growth * Global PMIs: uneven recovery

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

5 Things to Watch on the Economic CalendarWSJ

Weighing the Week Ahead: Time to Digest?A Dash of Insight

Global Week Ahead BB

[audio] Global Week AheadBB
OPEC, Black Friday shopping, the U.S. jobs report, the European Central Bank’s rate decision, NATO and other news

[audio] The week aheadThe Economist / Youtube
France's former president, Nicolas Sarkozy, stands for the leadership of the UMP, South Sudan's difficulties continue, and Britain's finance minister presents his autumn statement

Week aheadWSJ
U.K. Treasury chief George Osborne delivers his Autumn Statement on the government’s economic plans, climate talks are held in Peru and the ECB announces its rate decision.

Weekly FocusDanske Bank
OPEC disagreements good news for private consumers * ECB to remain on hold and Draghi to sound as dovish as he can without actually easing * Payrolls another healthy +240,000

StrategyDanske Bank
Lower oil price set to support consumers but keep an eye on financial risks * Risk assets supported by recovery expectations and liquidity * Euro area is bottoming * US soft patch set to be short * US yield curve set to flatten further

Week AheadNordea
Next week offers the US employment report and ISM. The ECB meeting on Thursday might include new programmes, while we expect the BoE to keep monetary policy unchanged. There is uncertainty about the approval of the Swedish budget, the same goes for the Norwegian oil investment survey.

Viikkokatsaus: Keskuspankkeja ja luottamustaNordea
Tulevaa: Yhdysvallat: Työllisyyslukujen vuoro * Keskuspankkikokouksia (EKP, BoE) * Luottamuslukuja, Mennyttä: Yhdysvallat: Q3 BKT korjattiin ylös * Euroalue: Inflaatio 0.3 %:ssa * Suomi: Työttömyys nousussa

Key Events In The Coming WeekZH
World Week Ahead: PMI Contrasts, Draghi’s Test, U.S. Jobs ReduxWSJ
In a busy news week for the global economy that’s started with a slump in metals and oil shaking up assets and currencies around the world, we’ll get some key early data sets for November and some important central bank news.

Global Central Banks Calendar for WeekWSJ

The Macro Week Ahead: Draghi inaction, European shares dip, euro spikeTradingFloor
Watch ECB president Mario Draghi disappoint by his inaction, European equities drop, and the euro spike above 1.26 this week. Meanwhile as we approach the final stretch of the year, we start off December with a heavy menu of central bank meetings and PMI data for November.

The Macro Week Ahead: Draghi inaction, European shares dip, euro spikeTradingFloor
Draghi’s blah blah blah will come home to roost this Thursday, as I expect he’ll disappoint with no action – European equities have best risk-reward play on this * Meanwhile USDJPY refused to break, let alone correct in the near term – if we don’t have the pullback to 114-115 in the next two weeks, then this will have to be after the December 16 to 17 FOMC meeting * Data heavy week as we come upon the final stretch of the year, with PMIs and central banks – also key will be Eurozone and Australia 3Q GDP, as well as the last non-farm payroll of the year

Macro Watch: US GDP revised higher while Europe sentiment stabilisesTradingFloor
US Q3 GDP growth was revised upwards to 3.9% while sentiment data improved modestly in the euro area. In Japan, inflation and unemployment both ticked lower.

Weekly Market Summary – The Fat Pitch

Wall St Week AheadReuters
As energy shares tumble, opportunity lurks

Weekly Credit UpdateDanske Bank

Euro rates updateNordea

FX OutlookMarc to Market

Dollar Consolidation Coming to an End, Poised for New Leg Up

Dollar Positive Investment Themes Set to StrengthenMarc to Market
Three forces that are shaping the investment climate: the economic and monetary divergence that favors the US, the decline in commodity prices, and a slowing of China. These forces remain very much intact, and if anything, have strengthened and reinforcing each other.

FX Next Week: A full calendar to kick off DecemberTradingFloor
A brief rundown of next week's calendar highlights, as next week will be in full swing by late European hours Sunday, due to the Swiss "gold referendum".

EMEA WeeklyDanske Bank

Economic Calendar –
Economic Calendar – BB

EU calendar –