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Sunday, November 9

9th 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
Late-day stock-buying panic "proves" jobs data was "great"

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekCalculated Risk

Economic CalendarBerenberg
Eurozone Q3 GDP: rough patch * UK BoE Inflation Report: when to hike rates? * China October data: resilient growth

Economic CalendarHandelsbanken

UK Next Week’s AgendaHandelsbanken

Kiron Sarkar’s Weekly Report – The Big Picture

5 Things to Watch on the Economic CalendarWSJ
The labor markets performed solidly in October, according to Friday’s employment data. Next week will bring new insights into how small businesses and retailers fared last month. There also will be readings on inventories and inflation that will be of interest for those wondering about economic growth in the second half and Federal Reserve policy.

Wall St Week AheadReuters
Earnings outlook might be less rosy than investors think

Weighing the Week Ahead – A Dash of Insight

[video] Europe’s Week AheadWSJ
Will GDP Look Bad Enough for Action?

Weekly Market OutlookMoody’s
EZ: GDP flat in Q3, underscoring considerable loss of momentum. We expect Italy to slide into recession and Germany appears to have only just avoided one. On the other hand, Spain has started to shine.

Weekly FocusDanske Bank

Strategy: Muddling throughDanske Bank
Risk markets muddling through on central banks, cheap oil and US optimism * Divergence is here to stay in FX and bond markets * US soft patch unfolding mostly in hard data – ISM still strong * Euro area and emerging markets are weak * Four factors supported risk assets over the past month: New central bank stimulus, Sharp decline in oil prices, US optimism still intact, Stock markets were strongly oversold technically

Week AheadNordea
Next week offers second-tier-data from the US with retail sales as the most important release. On Friday Euro Area GDP figures will be out and we expect stagnation. China will present trade and inflation data and in the UK, Sweden and Norway inflation is also on the agenda. Furthermore in Sweden the minutes from the Riksbank’s 27 October meeting will be released.

SEK FI & FX Strategy - Phase 0Nordea
After Swedish inflation having trended down to worryingly low levels, the Riksbank saw no other option than to adapt to the conventional ZIRP stance run by leading central banks. The forward guidance is to stay at 0.00% until the middle of 2016 and we suspect markets will be reluctant to question it, if not meaningful inflation related evidence has been accumulated.

Twelve Thoughts about the Week Ahead  - Marc to Market

Viikkokatsaus – Nordea

Macro Watch: ECB targets balance sheet size, US adds 214,000 jobsTradingFloor
The ECB's direct reference to the size of its balance sheet and the US employment report were key events in a busy week.

Weekly Market SummaryThe Fat Pitch
It's hard to argue that the price action of US equities is not bullish… But what is curious is that the market is being led more by defensives.

Weekly Credit UpdateDanske Bank

Euro rates updateNordea

FX OutlookMarc to Market
Dollar Technicals Stretched, but Fundamentals Remain Supportive

EMEA WeeklyDanske Bank

EM Preview: The Week Ahead – Marc to Market


Economic Calendar –
Economic Calendar – BB
EU calendar –