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Sunday, December 6

6th 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.  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
"As If It Never Happened" - Stocks, Bonds, Gold Soar On Draghi "No Limits" Double-Speak

Succinct summation of week’s eventsThe Big Picture

5 Charts From the Week in Markets - WSJ
US Schedule for Week – Bill McBride

Economic Calendar – Berenberg

UK Next WeekHandelsbanken

Economic CalendarHandelsbanken

Week Ahead – ZH

5 Things to Watch on the Economic CalendarWSJ

Wall St Week AheadReuters
Volatile week may set stocks for year-end rally

Weighing the Week Ahead – Dash of Insight

EU Week Ahead – WSJ

Weekly Market OutlookMoody’s

Week AheadNordea
Next week is relatively quiet for US and Euro Area economic data and events. Another busy week in terms of key data from China, which will likely show a continued gloomy picture of the Chinese economy. The coming week will also sport policy rate announcements from the Bank of England, the Swiss National Bank and the Central Bank of Russia. In the Nordics, focus will be on inflation figures.

Weekly Focus Danske Bank
BoE center stage in lull between ECB and Fed

Strategy Danske Bank
ECB disappointed this week by delivering a rather ‘light’ menu of easing measures * We nevertheless think that this marks the end of ECB easing as the euro recovery is set to gain traction in 2016 * Front end of EUR curve re-priced and now well anchored by ECB done with easing * EUR/USD downside from Fed near term but we still project rebound in 2016 * Scandi central banks on hold as the currency war may be drawing to a close * Oil price consolidating near term but recovery in 2016 as non-OPEC supply cuts expected

Macro Weekly –ABN AMRO
The ECB’s modest package of easing led to a sharp sell-off in equity and fixed income markets as well as a sharp rise in the euro * With inflation on track to undershoot the ECB’s goal, we think risks are skewed towards a new round of stimulus * Strong US job data and Yellen commentary suggest December rate hike is on – but pace of cycle will be slow



Observations from Positioning in the Futures MarketMarc Chandler

Weekly OutlookMarc Chandler
Once Unleashed, Corrective Forces Dominate

Weekly Market SummaryFat Pitch
Aside from the upcoming FOMC meeting, there do not appear to be many strong impediments to further gains by year-end for US equities.  Three scenarios seem possible: 1) A breakout higher now is likely to be a failed move, especially if it occurs prior to the December 16 FOMC meeting. This would the best scenario for bears. 2) If seasonality drops the market ahead of the FOMC, there is likely to be attractive upside into year-end. This would be the best scenario for bulls. 3) The most frustrating scenario would be if stocks chop up and down both into and following the FOMC meeting; unfortunately, that has most often been the case at other times the Fed was initiating rate hikes.