Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
Previously on
MoreLiver’s:
LAST WEEK
Weekly Scoreboard – Between
The Hedges
US market portrait –
Portfolio Probe
The Economist’s Weeklies:
Succinct summation of week’s events – The
Big Picture
NEXT WEEK
Schedule for Week –
Calculated Risk
Economic Calendar – Berenberg
CPI Eurozone: very
subdued, GDP Germany: close to trend, GDP France: downside risk, GDP Eurozone:
moderate growth
Economic Calendar – Handelsbanken
S&P 500 Earnings Week Ahead – Reuters
Wall Street Week Ahead – Reuters
Investors to keep
focus on Fed for tapering clues
Week Ahead – Nordea
Euro zone: GDP numbers will be closely watched next week, as will the final
inflation print. UK: The quarterly
inflation report will be the first one after the introduction of the new forward
guidance framework in August. China:
The third plenum of the 18th Central Committee, from November 9 to 12, a party
gathering with great historical status, will likely overshadow other data
releases from China next week. Japan:
Compared to the very strong readings in the first two quarters of the year we
expect a somewhat more moderate growth in Q3.
Weekly Focus: ECB got nervous but don’t fear
deflation – Danske
Bank
China will release
most hard economic data for October and we expect this to confirm that the
economy is in a moderate recovery.
Strategy:
Deflation is not always a bad thing – Danske
Bank
FX Outlook: Dollar Firm, but Look for Near-Term Pullback – Marc to Market
With the help of the unexpected ECB rate cut and better than expected US economic data, the US dollar showed the kind of strength the technical reading suggested was likely last week. However, the market appears to have run ahead of itself and the immediate risk is for a setback in the dollar.
With the help of the unexpected ECB rate cut and better than expected US economic data, the US dollar showed the kind of strength the technical reading suggested was likely last week. However, the market appears to have run ahead of itself and the immediate risk is for a setback in the dollar.
FX Viewpoint: USD
bulls awake – Nordea
Ten Macro Thoughts to
Start the Week – Marc
to Market
Asia Weekly: Yellen faces the Senate; China’s third plenum begins – TradingFloor
Asia Weekly: Yellen faces the Senate; China’s third plenum begins – TradingFloor
More US data this week ahead of the Senate
Banking Committee’s confirmation hearing for Janet Yellen on Thursday. China's third-plenum could hint at tighter fiscal
reform, which could slow its pace of growth and weigh on AUD.
Scandi markets ahead: Time for Scandi inflation data – Danske Bank
Scandi markets ahead: Time for Scandi inflation data – Danske Bank
We present the main events in the three Nordic
countries over the coming week and presnt our main views for the Scandinavian
FX and FI markets.
What You Need to Know For The Week Ahead – Macro Horizons / WSJ
Key events in the week ahead by Goldman Sachs – ZH
What You Need to Know For The Week Ahead – Macro Horizons / WSJ
Key events in the week ahead by Goldman Sachs – ZH
Weekly Credit Update – Danske
Bank
Stability in credit
spreads continues. New issuance activity edges higher. Government proposal
eliminates refinancing risk for Danish ARM bonds.
EMEA Weekly – Danske
Bank
Inflation in most CEE
countries, especially Poland, Hungary and the Czech Republic, is moving closer
to deflation.
Emerging: The Week
Ahead – Marc to Market
Emerging: Week Ahead –
beyondbrics / FT
EU Week Ahead: After Rate Cut, What’s Next? – WSJ
Next week sees the release of third quarter GDP
data in the euro zone. It was set to be the big economic event in Europe even
before the European Central Bank cut rates yesterday. Now it’s even more
important.
EU Week Ahead: Budget 2014, Banking Resolution – WSJ
EU Week Ahead: Budget 2014, Banking Resolution – WSJ
Three days of finance
ministers, plus a visit from the International Monetary Fund promise a busy week
ahead in Brussels.
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet