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 Scoreboard – Between The Hedges
Tyler’s Weekly Market Wrap – ZH
"Quad Witches, Bitches" - Stocks Crash On OpEx
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
Economic Calendar – Handelsbanken
UK Weekly – Handelsbanken
Week Ahead – BB
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Sliding oil prices could smudge year-end stocks rally
Weighing the Week Ahead – Dash 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 Outlook – Moody’s
Week Ahead 20 Dec–10 Jan – Nordea
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 Outlook – Marc 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