Weekly Market
Review
– Zero
Hedge
Goldilocks
Is Dead: Stocks Slammed Despite Trade-Truce, OPEC Deal, & Jobs Gains
What Happened This
Week in the World Economy – BB
Doves
Take Flight at Central Banks: World Economy This Week * Weekly take on events
in the world economy and their impacts * U.S., China forge a vague truce;
central bank doves make gains
Take
Five: World markets themes for the week ahead – Reuters
US yield curves * UK parliament vote on Brexit
* End of ECB’s QE * US-China trade war
Key events in
developed markets next week – ING
Another
week in developed markets that will be dominated by Brexit as PM May's deal is
voted on in parliament on Tuesday. The ECB meets next Thursday too - a
historical meeting at that, given we'll be seeing quantitative easing coming to
the end of its era
EcoWeek – BNP
PARIBAS
The
decline of commodity prices: A matter of concern?
Week Ahead: The
Great Washout
– Nordea
Flat
curve feared as a harbinger of equity market weakness * But shifting Fed
rhetoric, positioning a key driver of fixed income repricing * The market has
been ignoring positive news: does this make sense?
Global Week Ahead – Scotiabank
US:
gasoline to affect inflation and retail sales * Asia: trade war to affect economic
data * Europe: ECB meeting, Brexit, Italy to submit fresh budget
Credit Outlook – Moody’s
Weekly Market Outlook – Moody’s
Slower
Growth amid High Leverage Lessens Upside for Interest Rates
Macro Weekly – ABN AMRO
Very
messy – a large number of uncertainties have erupted or intensified, suddenly *
Divergence of growth continues * Asia trade data soft
Weekly Market
Summary
– The Fat
Pitch
Emerging
markets are in a bear market. Europe and the Nasdaq are getting close. After
falling 10% in October, SPX has been unable to sustain a rally. Even bearish
sentiment, washed out breadth and the prospect of Santa Claus can't seem to
rally stocks.
Weekly Macro
Comment
– Marc
Chandler
Don't
Skip Steps on Escalation Ladders
FX
Weekly – Nordea