Here are the links to the weekly roundups, reviews and also previews of the beginning week.
Previously on MoreLiver’s
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Weekly Scoreboard – Between The Hedges
Tyler’s Weekly Market Wrap – ZH
Stocks Soar Most In 13 Months After Worst European Terrorist Attack In Over A Decade
Succinct summation of week’s events – The Big Picture
5 charts from the week in markets – WSJ
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Mon: EZ PMIs Tue: German IFO, US Q3 GDP Thu: EZ M3 Fri: EZ confidence, UK GDP.
UK Next Week – Handelsbanken
Economic Calendar – Handelsbanken
Week Ahead – ZH
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Food stocks on the menu for Thanksgiving week
Weighing the Week Ahead – Dash of Insight
There is a lot of data to be reported in only three full trading days, but it does not rate to signal important economic changes. I expect plenty of participants to take the week off and even more will leave after the first hour on Wednesday. The punditry still has pages and air time to fill, despite the lack of fresh news. The punditry will be asking: What are the best year-end investments?
EU Week Ahead – WSJ
Weekly Market Outlook – Moody’s
Week Ahead – Nordea
Next week in the US (where markets are closed on Thursday), GDP growth for Q3 will likely be revised upwards. In the Euro area, we expect only small changes to the November flash PMIs (Mon) and the Ifo index (Tue). In the Nordics, focus will be on new forecasts for Sweden and on Norges Bank's guidance.
Weekly Focus – Danske Bank
Monday European PMI slight rise * Tuesday German IFO slight rise, Norway oil investment survey * Wednesday US PCE inflation.
Strategy: Global recovery but China deleveraging a drag further out– Danske Bank
Our MacroScope models have turned positive for the first time in more than six months * This is positive for equities, particularly European equities, neutral for euro FI * Previous Fed rate hiking cycles suggest that the USD will weaken after lift-off * CNY to weaken after RMB inclusion into SDR has been settled.
Macro Weekly – Whatever it takes part III – ABN AMRO
Draghi has revamped his ‘whatever it takes language’ to show commitment to getting inflation back up quickly…suggesting ECB will not only act in December, but will also be decisive * Meanwhile, the Fed minutes point to a rate hike next month
G10 FX Weekly: US dollar remains in favour – ABN AMRO
US dollar remains in favour…and net long dollar positioning is far from extreme * The outlook on EUR/USD remains negative because of monetary policy divergence
EM FX Weekly: Fed and dollar leave their marks – ABN AMRO
Weak start emerging market currencies followed by modest recovery * Weaker fundamentals weigh on Indonesia Rupiah * Gradual yuan depreciation expected
Euro rates update – Nordea
FX Outlook – Marc Chandler
Chop City, but Dollar Express Still on Track, Even if Slowly
Weekend notes: Fed, ECB – Marc Chandler
Anticipating December in November: When Cause Follows Effect
Weekly Market Summary – Fat Pitch
The trend is up: equities ended the week about 1% from their highs. Breadth is improving and outperformance from small caps will further bolster participation. Sentiment remains a tailwind, especially for US equities. There's no compelling short term edge, but further upside into yearend remains the most likely outcome. Equities have a tendency to give a good entry on weakness during the next 6 weeks; that would likely provide attractive upside potential into year-end.