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
Tyler’s Weekly Market Wrap – ZH
S&P Ends Red After 2015's Best Jobs Data Sparks Bond & Bullion Breakdown
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
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 ahead – BB
Retail Sales, Netanyahu, Euro-Area 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
Strong payrolls lift retailer hopes further
Weighing the Week Ahead – Dash 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 Ahead – WSJ
Migration, Finance Ministers, Steel, Syria Talks
Weekly Market Outlook – Moody’s
Week Ahead – Nordea
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 Focus – Danske 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
Strategy – Danske 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
EM FX Weekly – ABN AMRO
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 Outlook – Marc Chandler
Fundamental Divergence Spurs Dollar's Technical Strength
Weekly Market Summary – Fat 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.