Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here. This post will be updated as new material is published.
Previously
on MoreLiver’s:
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Best Week For Silver Since June, Crude Crucified
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
Europe: industrial
production’s rough patch * China: November
slowdown
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Assessing the fallout from the fall in oil prices
Weighing
the Week Ahead – A
Dash of Insight
The
schedule for data releases is lighter than usual. The calendar year is about to
end. The market continues to set records. The stage is set for the annual
question: Will there be a Santa Claus rally in stocks?
Finance and
energy ministers will meet for the last time before the end of the year. That
is, if a big strike in Brussels doesn’t cause too many disruptions.
And there’s an important EU delegation heading to Turkey.
Food for
Thought in the Week Ahead – Marc
to Marketg
Five
important events: revision to Japan’s Q3 GDP estimate, EZ finance
ministers meeting, ECB’s TLTRO, China data, US retail sales
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
Fed’s November Labour Market Condition Index for November on Monday will be
important input for FOMC meeting on 16-17 Dec * Result of the ECB’s December
TLTRO will be announced * Most hard Chinese data for November released
Strategy – Danske
Bank
Three macro themes to shape markets in 2015: a) synchronized global
recovery with low inflation,
b) historic divergence in monetary policy and c) biggest global liquidity
boost since 2011 * This will underpin outperformance of risk assets, higher US short
yields, US bond yield flattening and more USD strength
Week
Ahead – Nordea
Next week
offers US federal government funding on Thursday, and
the second TLTRO in the euro zone will draw attention. Next week is busy in China with regard to data, and we have
CPI’s and rate decisions from Sweden and Norway. In Switzerland we don’t expect the Swiss National
Bank to cut rates this time.
Viikkokatsaus – Nordea
Macro
Watch: Draghi disappoints, nonfarm payrolls don't – TradingFloor
US nonfarm
payrolls significantly exceeds expectations * EURUSD heads lower on Draghi's
disappointing press conference * Eurozone PMIs significantly weaker than their US counterparts
The
Macro Week Ahead: Draghi’s 'quantitative speaking' wearing thin – TradingFloor
Euro-zone
equities are likely to have shaky legs until the next ECB meeting eight weeks
away, with only downside risk until then. Meanwhile, strength in the USD –
helped by the recent US payrolls number – saw USDJPY
continuing to grind through the psychological 120 figure. Ahead this week, eyes
will be on central banks, especially in Asia where a number are meeting and expected to
keep rates unchanged.
Central
Bank Calendar – WSJ
World
Week Ahead – WSJ
Seeking
Signs of Economic Fallout from Oil’s Losses
STOCKS
Weekly Market Summary – The Fat Pitch
The trend
remains higher for both the main US indices and well as for a majority
of the individual sectors… New highs imply limited resistance. After all, there
are no prior buyers holding unprofitable shares at a higher price. So the main
risk to trend is whether it is overextended. NDX may be the clearest example
that it perhaps is.
CREDIT
Weekly Credit Update – Danske
Bank
Euro rates update – Nordea
FOREX
FX Outlook – Marc to Market
King Dollar:
Not Just the Driest Towel on the Rack
EMERGING
EMEA Weekly – Danske
Bank
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet