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Saturday, November 28

28th Nov - W/E: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s post is here.  

Previously on MoreLiver’s

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Weekly ScoreboardBetween The Hedges

Tyler’s Weekly Market WrapZH
Black Friday Stock Sale Dip-Buyers Ignore China, Credit, Commodity Carnage

Succinct summation of week’s eventsThe Big Picture

US Schedule for WeekBill McBride

Economic CalendarBerenberg

UK Next WeekHandelsbanken

Economic CalendarHandelsbanken

Week Ahead – ZH

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Holiday shopping unlikely to cheer many investors

Weighing the Week AheadDash of Insight

EU Week Ahead – WSJ

Weekly Market OutlookMoody’s

Week Ahead: Big week for ECB and FedNordea
Next week the main focus will be on the much awaited ECB meeting on Thursday. Our call is more QE, a 10 bp deposit rate cut and a dovish outlook. In the US the most important events are two speeches by Fed Chair Yellen and Friday's jobs report. Chinese PMIs will be out Tuesday and the last OPEC meeting of year is held Friday. Also, next week’s events include GDP out of Sweden, Norges Bank's business survey and Danish Q3 GDP estimate plus monthly FX reserves and liquidity data.

Weekly Focus: ECB kicks off rate nerds’ dream monthDanske Bank
Mon: PMIs Thu: ECB meeting Fri: US payrolls

Strategy:  More signs of stronger euro growth in 2016 Danske Bank
Euro area growth set to reaccelerate * ECB preparing to cut...while the Fed is ready for lift-off * Bond yield set to move higher * China bottoming but medium-term challenges remain * CNY under increased pressure – more in store.

Macro Weekly – ECB and Fed parting ways ABN AMRO
The ECB will likely provide additional monetary stimulus to the Eurozone economy this week, while the US Fed is set to tighten monetary policy before Christmas. It is extremely rare that the two most important central banks are moving in opposite directions. As a result, there is not much historic experience to help us predict how financial markets will responds. As both steps have been well flagged by the central bankers, the move should not come as a surprise. As a result, we are assuming financial markets will respond calmly, but there is a risk of rising volatility.

Weekly OutlookMarc Chandler
How Dangerous are Technical Conditions for Dollar Bulls?

Weekly Market Summary – Fat Pitch