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Sunday, December 20

20th Dec - 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.  

The blog will enter holiday mood with sporadic posting and shall return to normal in 2016.

Previously on MoreLiver’s

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Weekly ScoreboardBetween The Hedges

Tyler’s Weekly Market WrapZH
"Quad Witches, Bitches" - Stocks Crash On OpEx

Succinct summation of week’s eventsThe Big Picture

5 charts from the week in markets – WSJ

US Schedule for WeekBill McBride

Economic CalendarBerenberg

Economic CalendarHandelsbanken

UK WeeklyHandelsbanken

Week AheadBB
5 Things to Watch on the Economic Calendar – WSJ

Wall St Week AheadReuters
Sliding oil prices could smudge year-end stocks rally
Weighing the Week AheadDash of Insight
Last week’s stock market had a Jekyll and Hyde feeling, setting the background for the two weeks ahead. We will have lighter volume and plenty of people taking vacation during the holiday-shortened weeks. With plenty of explaining to do and a new year ahead, we can expect: A Parade of Pontificating Pundits!

Weekly Market OutlookMoody’s

Week Ahead 20 Dec–10 JanNordea
With the holiday season around the corner, this issue of Week Ahead goes an extra two weeks beyond its mandate. The US steals the show with a steady line of data releases: GDP figures and PCE prices before Christmas (22 and 23 Dec), ISM and non-farm payrolls at the onset of the new year (4 and 8 Jan). In Europe, a market friendly outcome when Spain holds elections this Sunday (20 Dec) is far from certain.

Strategy Danske Bank
Markets are still pricing Fed too dovish in our view with the next hike not priced until June *
Short-end US rates should rise in coming months with most of the increase happening in spring * The USD will strengthen modestly versus EM and commodity currencies; range-bound versus
EUR * European equities to outperform * US equities on widening rate differentials * The wildcard is a continuing fall in the oil price, triggering turmoil in US high-yield markets and EM.

Macro Weeklyinsi: First hike after almost 10 years – ABN AMRO

EM FX Weekly: PBoC seeking a weaker yuan? – ABN AMRO

G10 FX Weekly – FOMC and oil prices in focus – ABN AMRO

FX OutlookMarc Chandler
Near-Term Dollar Outlook: May the Force be With You

FX 4 Next Week TF
End-of-year "rituals" cloud very near-term outlook * FX markets still adjusting to implications of the Fed rate hike * EURUSD could face another squeeze higher if risk-aversion persists * Bears can express a downside view in EURUSD through options * Downside opportunities also outlined below in GBPJPY, CNHJPY and AUDUSD