Google Analytics

Sunday, November 11

11th Nov - Weekly Previews

Weekly Market ReviewZero Hedge
Stocks Slump As Post-Election Surge Ends With Post-Powell Purge

Take Five: World markets themes for the week aheadReuters

Eurozone sentiment indicators continue their softening trend and the flash estimate points towards weak third quarter GDP growth * Yet drivers of final demand continue to point towards ongoing good growth in the upcoming quarters * Data in the coming weeks as well as developments concerning Brexit and US trade policy will be key to confirm or tune down this assessment

Week Ahead: Marching towards RubiconNordea
Macro hedge funds caught off guard by march higher in global equities * Dollar, ULCs suggest downside risks to US core inflation * Swedish politics heating up – could Sweden get a new government?

Weekly FocusDanske Bank
US: inflation and retail sales * Euro area: Q3 GDP, Italy to send revised budget to EU by Tuesday * China: money, credit, industrial production, retail sales data

Global Week AheadScotiabank
US: The effects of tariffs on the average consumer’s pocketbook will be the coming week’s main point of emphasis at least in terms of the macro calendar * Europe: Italy’s budget and Brexit headlines

Weekly Market OutlookMoody’s
Gridlock Stills Fiscal Policy and Elevates Fed Policy

Macro WeeklyABN AMRO
US midterm election results positive for economy and financial markets * Asian trade picks up, Germany still in the doldrums * Steady Fed set for December hike

Weekly Market Comment Marc Chandler
Is the Australian Dollar Signaling a Resumption of the US Dollar's Advance?

Weekly Macro Comment – Marc Chandler

FX WeeklyNordea
Another SOMA-day is on the cards on Thursday, why we could be ripe for another test of the 1.13 level in EUR/USD. The 2019 debt ceiling issue is though still a 3-6-month USD-worry, especially now that the Democrats have taken control of the House.

G10 FX week aheadING
The dollar heads into next week's data releases on a high. While US retail sales and inflation should back the narrative of further Fed hikes, German GDP could actually show a QoQ contraction. And if Italy refuses to moderate its budget in response to criticism from Brussels, EUR/USD could break to new lows for the year