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Sunday, November 8

8th 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. This post will be updated as new material is published.

Previously on MoreLiver’s

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Weekly ScoreboardBetween The Hedges

Tyler’s Weekly Market WrapZH
S&P Ends Red After 2015's Best Jobs Data Sparks Bond & Bullion Breakdown

Succinct summation of week’s eventsThe Big Picture

5 charts from the week in marketsWSJ

US Schedule for WeekBill McBride

Economic CalendarBerenberg
Wed: China manufacturing and retail sales * Thu: Eurozone industrial Output (12th November) * Fri: FR/GE/IT/PT/EZ GDP Q3;  moderate growth in the Eurozone

Week aheadBB
Retail Sales, Netanyahu, Euro-Area GDP
UK Next WeekHandelsbanken

Economic CalendarHandelsbanken

Week Ahead – ZH

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Strong payrolls lift retailer hopes further

Weighing the Week AheadDash of Insight
Friday’s employment report, rightly or wrongly, confirmed expectations for a December shift in Fed policy. There will be a parade of Fed speakers. We can expect daily discussion about the implications. The punditry will be asking: What will higher rates mean for financial markets?

EU Week AheadWSJ
Migration, Finance Ministers, Steel, Syria Talks

Weekly Market OutlookMoody’s
Week AheadNordea
Next week’s main data release will be the Euro-area GDP flash estimate on Friday. We expect a slowdown with balanced risks. In the US next week brings only second-tier data releases with October retail sales as the most important. Plenty of data releases in China next week with FX reserves (Sat), export and import growth (Sun) and industrial production (Wed). Also, next week’s events include inflation report out of Sweden, Norway and Denmark.

Weekly FocusDanske Bank
US: Friday retail sales * UK: Wednesday jobs report * Euro area: ECB speechesFriday Q3 GDP * China: FX reserves, trade balance during the w/e, later inflation, credit, industrial production, fixed investments

StrategyDanske Bank
The global manufacturing slowdown, which has been led by China, shows clear signs of bottoming.

Macro Weekly – Will the Fed walk the talk?ABN AMRO
After a strong job report, the Fed is likely to raise rates in December * Germany’s industrial sector is going through tough times…but the outlook for the eurozone economy remains one of ongoing recovery

G10 FX Weekly ABN AMRO
USD extends gains on expectations of higher rates * AUD gains as RBA on hold and China growth outlook * SEK is the worst performer…and weak dairy prices and labour market weighs on NZD

Turkish lira strongly outperforms on lower political uncertainty…and investor sentiment towards the ruble also improved * Positive Chinese data and improving inflation outlook support Asian FX * Widening CNH discount to CNY to trigger response from PBoC

Euro rates update Nordea

FX OutlookMarc Chandler
Fundamental Divergence Spurs Dollar's Technical Strength

Weekly Market SummaryFat Pitch
Equities have risen strongly after the first sell off of more than 10% in 3 years. They are doing so into the seasonally strongest months of the year for equities. Sentiment has not yet become overly bullish. Macro is supportive. Normally, this combination would be a set up for higher prices ahead. That said, after a 12% gain in one month, the normal pattern is for at least a minor retrace. Post-NFP and into the often soft mid-month period, that pattern might well be next.