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:
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global
Macro Monitor
Dollar Dump Sparks Safety
Scramble For Bonds & Bullion
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Japan Q3 GDP: modest rebound as Abenomics impact fades * Fed and Bank of
England Minutes: when will rates rise? * ZEW and PMIs: German and Eurozone
confidence stabilizing
Economic Calendar – Handelsbanken
Spotlight
falls on Europe's stuttering economy – Reuters
As large
parts of Europe's economy grind almost to a halt, attention will focus this
week on the latest assessments of business confidence in the euro zone and
Germany, which has just narrowly avoided a recession.
5 Things to Watch on the Economic Calendar – WSJ
The Week Ahead – WSJ
Week
Ahead – Marc
to Market
The
investment climate rests on three legs:
the divergence that is characterized by the de-synchronized business
cycle, the decline in commodity prices and a slowing of China.
Wall St Week Ahead – Reuters
Restaurants' uptick offers hope for consumer discretionaries
Weighing the Week Ahead – A
Dash of Insight
The upcoming calendar provides a mixed brew of inflation data, Fed news,
and continuing world crises. Adding the recent daily focus on energy prices and
skepticism about stocks leads to the likely media focus for the week: Is it
time to buy commodities?
Global Week Ahead – BB
Fed Minutes, Housing, Japan GDP
Weekly
Central Banks Calendar – WSJ
EU Week
Ahead: ECB, Foreign Ministers, Ebola – WSJ
Expect
leaders to be jet-lagged next week: after discussing tax, growth, and financial
regulation at the Group of 20 summit in Brisbane, the ECB's Draghi is in town and
there's a key ruling on bankers' bonuses.
Weekly Market Outlook – Moody’s
Fed minutes, possible announcement of early elections in Japan, PMI data,
speeches from the ECB
Week Ahead – Nordea
Next weak
offers minutes of the FOMC meeting after ended QE in US. In the euro area we
are expecting ZEW and PMI figures close to the stabilization zone. UK releases
CPI data which is expected to remain at 1.2%. China unleashes house price data
and PMI’s, while the unanticipated expansion of QQE is still on the agenda in
Japan at the coming meeting. The coming weak also offers labor market data from
Sweden and growth from Norway.
Viikkokatsaus: Katseet keskuspankkeihin ja inflaatioon
– Nordea
Keskuspankkien pöytäkirjat (Fed, BoE) | Inflaatiolukuja |
Alustavat PMI:t jälleen vuorossa
The US and Asia were up for the week, with the
Nikkei up 3.6%, followed by a strong performance in the Hang Seng and Shanghai
Composite. Volatility exploded on JPY-related crosses while saying GBP lost its
legs is an understatement. Meanwhile, the FOMC minutes have the potential to
reignite hawkishness on the USD and China and Australia are set to sign a free trade
agreement today.
STOCKS
Weekly Market Summary – The
Fat Pitch
It's hard to say trend is not bullish…The technical pattern coming into
this week suggested that equities were set up for choppy trading, making the
risk/reward of entering new longs uninteresting. That seems to be validated by
this week's trading. The outlook ahead hasn't changed.
CREDIT
Weekly Credit Update – Danske Bank
Euro rates update – Nordea
FOREX
FX Outlook – Marc
to Market
Firm Grasp of the Obvious: Dollar Bull Run Remains Intact
The Week ahead in FX – TradingFloor
EMERGING
EMEA Weekly – Danske
Bank
EM FX:
caution warranted –
Nordea
Many
different themes affect EM FX at the moment. Russia is a theme of its own with
the conflict and the new FX policy; ECB QE which we now see in our baseline;
Fed hikes; and commodity prices are in free fall. Enough reasons for us to
remain cautious on the general outlook for EM FX.
EM FX:
Financial forecasts
– Nordea
We continue
to forecast general EM FX weakness the rest of this year and for the first half
of 2015. We have changed a number of forecasts over the past two weeks where
the EM FX weakening has happened faster than we had anticipated. The EM FX
weakening has put additional pressure on a number of EM central banks and hence
we have revised a number of our key rate forecasts higher. Here is an overview
of financial forecasts for Emerging Markets.
EM Preview: The Week Ahead – Marc to Market
COMMODITIES
Commodities slump to five-year low – TradingFloor
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet