Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Friday Close
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
Daily Risk Monitor – Global
Macro Monitor
The Economist’s Weeklies:
Succinct summation of week’s events – The
Big Picture
Weekly Bull/Bear Recap – RCS
NEXT WEEK
Schedule for Week –
Calculated Risk
The week ahead: Friends in spy places – The
Economist
Elections are held in Chile and Nepal, nuclear talks resume with Iran and Germany holds hearings into American snooping
Economic Calendar – Berenberg
Eurozone PMIs,
consumer confidence: recovery pace picking up? * Germany Ifo, ZEW: domestic
strength * Fed, BoE minutes: dovish tone
Economic Calendar – Handelsbanken
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
As Fed taper debate
goes on, retail vies for attention
Week Ahead – Nordea
US: Inflation, retail sales and housing statistics
will be important data prints next week. In addition, markets will pay
attention to the FOMC minutes and Bernanke´s speech. Euro zone: Important sentiment indicators will be closely watched
next week, including IFO and flash PMIs. China: HSBC/Markit Flash PMI will set the tone for
markets on Thursday morning. Japan: Given consistently rising CPI and a fairly
positive growth outlook we expect no change to monetary policy when the BoJ
meets on Thursday.
Weekly Focus: Diverging paths for central
banks – Danske
Bank
The euro area's
manufacturing PMIs are expected to be broadly unchanged in November but still
consistent with a slight improvement in growth.
Strategy:
Fed eyes tapering, ECB eyes more easing – Danske
Bank
Week Ahead – A Dash of Insight
Scandi markets ahead – Danske
Bank
Divergent monetary policy between Norway and Sweden in December
Macro Musings – Marc to Market
The investment climate is characterized by the continued accommodative
monetary stance by the three key central banks
FX Outlook: Dollar remains fragile – Marc to Market
FX
Forecast Update - December – Danske
Bank
We continue to have a positive USD view for
2014. Relative monetary policy with the ECB on easing bias and tapering from
the Fed should continue to push EUR/USD lower.
Monthly
Yield Forecast Update – Danske
Bank
The ECB walks the talk and cuts the refi
A busy week ahead with
meeting minutes from the Fed and RBA. The pressure is on for the BoJ with its
rate decision on Thursday and monthly economic report on Friday. Abenomics
faces significant challenges, which could keep the easy money flowing.
New Financial
Forecasts – Nordea
Fed: In light of the
recent strong payroll data we stick to our call that the Fed will start
tapering its asset purchases at the January FOMC meeting ECB: The refi rate cut was one month earlier than we had expected.
The ECB is likely to keep a clear easing bias for a while, but we do not see
more easing in our baseline. Rates:
We have lifted our 10Y Treasury yield forecast. We expect a move toward 3%
within 3-months. We have lowered our medium-term EUR rates since the ECB’s refi
rate will be 25 bp lower in our forecast.
Viikkokatsaus: Luottamuksen viikko testaa
tunnelmat – Nordea
Viime viikon
antia: Euroalueen talous kasvoi odotettua nihkeämmin. Tulevaa: Alustavia
ostopäällikköindeksejä, Muita luottamusmittareita
Weekly Credit Update – Danske
Bank
Credit indices remain
stable. Primary market activity picking up. Danish "F1 proposal"
amended. Swedish FSA wants higher risk weights for residential mortgages
EMEA Weekly – Danske
Bank
Deflation, tapering
and renewed jitters
Week Ahead - beyondbrics / FT
Emerging Markets Briefer - November – Danske
Bank
We present the
November version of the Emerging Markets Briefer with updated FX forecasts
Emerging Market
Preview: The Week Ahead – Marc to Market
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet