Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Stocks Shrug Off Ebola, Surge Most Since 2011, Still A Red October
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The
Big Picture
Video:
Europe’s Week Ahead – Stress Tests, Inflation – WSJ
It's a
quiet week for scheduled events in Brussels but behind the scenes: regime
change.
5 Things to Watch on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Look to energy names for global demand clues
Weekly Market Outlook – Moody’s
Weekly Focus – Danske
Bank
Fed meeting on Wednesday likely to reiterate the ‘considerable time’ forward
guidance and the ‘significant underutilization’ description of the labour
market * ECB to publish the asset quality review (AQR) and the stress test of
banks’ balance sheets this Sunday * Euro zone HICP inflation to edge higher
from 0.3% y/y in September to 0.6% y/y in October * The Swedish Riksbank is
expected to cut the policy rate by 15bp to 0.10% and to present a significantly
flatter rate path.
Strategy – Danske
Bank
The extent of the US soft
patch will be important for risk assets and bond yields * We look for an only
moderate slowdown but expect ISM to come down in coming quarters * Volatility
expected to remain high for some time * Still no signs of a turnaround in the euro
area, while Japan is recovering
and China shows resilience
Week Ahead – Nordea
While the weekend hosts the health check for Euro area banks and the
Brazilian election, the coming week offers the expected end of the Fed’s QE and
US Q3 GDP, along with central bank meetings in Japan and Sweden. German Ifo,
Euro area inflation and Norwegian retail sales are also on the agenda.
Viikkokatsaus: Stressitesti meni – stressi jäi – Nordea
Fed lopettaa arvopaperiostot | Riksbanken laskee korkoa |
Euroalue: Pankkien stressitestit
Macro
Watch: ECB starts covered bond buying – TradingFloor
The ECB
started to buy covered bonds this week following the announcement back in
September. In the US, CPI surprised a bit to the upside while the UK's GDP
rose, as expected.
The
Macro Week Ahead: Eyes focused on FOMC and US growth – TradingFloor
This week
has a lot of macro data head. Eyes will be on this Wednesday's Federal Open
Market Committee meeting and the third-quarter GDP figures for the US. In Asia, traders will be watching China's PMI figures and waiting for the
rate decisions from New Zealand and Japan.
Eventful
Week Ahead – Marc to
Market
Investors
will learn of the results of review and stress test of European banks. The Federal Reserve meets, as do three other
central banks (Bank of Japan, Sweden's Riksbank and the Reserve Bank of New Zealand.
Important elections were held in Ukraine and Brazil over the weekend.
World
Week Ahead – WSJ
Markets
Calmed, but in Fragile Peace
STOCKS
Weekly Market Summary – The
Fat Pitch
While equities have recently become volatile, the underlying fundamentals
have not changed…Coming in to 2014, many believed that higher wages and
interest costs would begin to erode margins. That hasn't happened. But margins
do appear to be flattening.
Key Earnings Reports Next Week – Bespoke
CREDIT
Weekly Credit Update – Danske
Bank
Calm has returned to the market…thanks to the
ECB and its potential corporate bond buying *
Euro rates update – Nordea
FOREX
FX Outlook – Marc to
Market
The US dollar gained on most of the major foreign currencies last week,
but the overall tone, leaving aside the yen, was largely consolidative in
nature.
EMERGING
EMEA Weekly – Danske
Bank
EM Preview: The Week Ahead – Marc to Market
EM Bond Snapshot – Danske
Bank
Commodities a clear drag on EM
COMMODITIES
Weekly
Commodity Update: Crude oil could fall further – TradingFloor
Improved
manufacturing data from Germany and China has helped give industrial metals a
boost, while precious metals ran into profit taking. The energy sector was
lower for a fourth consecutive week, with natural gas and gasoline the biggest
losers. Meanwhile, the crude oil markets have stabilised after the major price
slump seen in recent weeks.
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet