Previously on
MoreLiver’s:
LAST WEEK
Prices
Weekly
Scoreboard – Between The Hedges
Weekly
Eurozone Watch – Global
Macro Monitor
US market portrait 2012 week 44 – Portfolio Probe
Week in Review – Global Macro Monitor
US market portrait 2012 week 44 – Portfolio Probe
Week in Review – Global Macro Monitor
Summary for Week ending Oct-26 – Calculated Risk
There was some disappointing data last week - mostly from some regional manufacturing surveys, but also mortgage delinquencies increased - but overall this was the fourth week in a row with somewhat better than expected data, and this suggests a little pickup in economic activity.
There was some disappointing data last week - mostly from some regional manufacturing surveys, but also mortgage delinquencies increased - but overall this was the fourth week in a row with somewhat better than expected data, and this suggests a little pickup in economic activity.
The Weekender –
beyondbrics / FT
The Weekender – alphaville /
FT
Jitters
Setting In Ahead of Election: the drivers behind the S&P 500's 4% slide
dating back to the Fed's September QE3 announcement.
Week in Review: Bank
Suit Draws Fire Across Political Spectrum – DealBook
/ NYT
The United
States accused Bank of
America of a 'brazen' mortgage fraud. | An ex-Goldman director was sentenced to
two years in an insider case. | Andrew Ross Sorkin said Ben Bernanke has told
close friends that he probably will not stay on for another term. | A look back
on our reporting of the past week's highs and lows in finance.
Politics this week – The
Economist
Business this week – The
Economist
NEXT WEEK
Schedule for Week of Oct-28 – Calculated Risk
The key report this week is the October employment report to be released on Friday. Other key reports include the August Case-Shiller house price index on Tuesday, October auto sales on Thursday, and the October ISM manufacturing index, also on Thursday.
The key report this week is the October employment report to be released on Friday. Other key reports include the August Case-Shiller house price index on Tuesday, October auto sales on Thursday, and the October ISM manufacturing index, also on Thursday.
Big Data
Point Before a Big Election: The big event next week is Friday's jobs report,
the last big data point before the election. Earnings from Exxon, Starbucks,
Ford, General Motors, and Pfizer.
S&P 500 Earnings Week Ahead – Reuters
Key S&P 500 Earnings Reports Next Week – Bespoke
Wall Street Week Ahead – Reuters
Jobs data,
election may overshadow earnings
(video) US Week Ahead: Jobs, earnings and a
hurricane oh my! – Reuters
Global Week Ahead – Nordea
(pdf)
Another
week with a moderately optimistic risk sentiment: Next week’s key events will
be the US employment report (Friday), the US ISM
manufacturing survey (Thursday) and the ECB’s lending survey (Wednesday). The
two US data releases are the last major economic news
before the Presidential election on 6 November, and they will therefore attract
more attention than usual.
G10
Weekly: Macro vs. market divergence to end? – Nordea
(pdf)
Macro vs. market divergence to end? * US – Earnings and
economic momentum * USDJPY – Leaving the comfort zone * RIX –
Our call for further easing is intact
Nordea Risk Perception
Publication – Nordea
Modest deterioration in sentiment – baseline still gradual improvement
(or straight to full pdf)
Weekly Preview: Reasons to be cheerful – BNY Mellon
Weekly Focus: A mixed
data picture with a pinch of soft Q3 earnings – Danske
Bank (pdf)
Main events next week will be US non-farm payrolls and
the ISM reports. In Europe focus will be on
final PMIs and Spanish Q3 GDP. The
timing of a Spanish aid request and the finalisation of the Greece deal
remain important. Bank of Japan is expected to ease policy further amid a
setback in production and PMI
data.
FX Positioning and Technical Outlook – Marc to Market
Weekly Credit Update – Danske
Bank (pdf)
EMEA Weekly: Week 44 – Danske
Bank (pdf)
CNB to cut to zero and more to come
Things That Make You Go Hmmm… – Grant
Williams / The Big Picture
European
parliamentarians visit Iran; rugby’s rulers and grandees meet
to shape the game’s European format; the International Space Station is fixed
in a spacewalk; China’s central committee meets
This week in European Union –
euobserver
CALENDARS
Economic
Calendar – Forexpros
Economic
Calendar – fxstreet.com
Monthly
Economic Calendar – fxstreet.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet
Markkinakalenteri
– Taloussanomat
REFERENCE
Debt
crisis: live – The
Telegraph
Europe Crisis Tracker – WSJ
FX Options
Analytics – Saxo
Bank
European
10yr Yields and Spreads – MTS indices