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 Scoreboard – Between The Hedges
Tyler’s Weekly Market Wrap – ZH
Black Friday Stock Sale Dip-Buyers Ignore China, Credit, Commodity Carnage
Succinct summation of week’s events – The Big Picture
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
UK Next Week – Handelsbanken
Economic Calendar – Handelsbanken
Week Ahead – ZH
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Holiday shopping unlikely to cheer many investors
Weighing the Week Ahead – Dash of Insight
EU Week Ahead – WSJ
Weekly Market Outlook – Moody’s
Week Ahead: Big week for ECB and Fed – Nordea
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 month – Danske 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 Outlook – Marc Chandler
How Dangerous are Technical Conditions for Dollar Bulls?
Weekly Market Summary – Fat Pitch