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
Late-day stock-buying panic "proves" jobs data was "great"
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
Eurozone Q3 GDP: rough patch * UK BoE Inflation Report: when to hike
rates? * China October
data: resilient growth
Economic Calendar – Handelsbanken
Kiron Sarkar’s Weekly Report – The Big Picture
5 Things to Watch on the Economic Calendar – WSJ
The labor markets performed solidly in October, according to Friday’s
employment data. Next week will bring new insights into how small businesses
and retailers fared last month. There also will be readings on inventories and
inflation that will be of interest for those wondering about economic growth in
the second half and Federal Reserve policy.
Wall St Week Ahead – Reuters
Earnings outlook might be less rosy than investors think
Weighing the Week Ahead – A Dash of Insight
Will GDP Look Bad Enough for Action?
Weekly Market Outlook – Moody’s
EZ: GDP flat in Q3, underscoring considerable loss of momentum. We expect
Italy to slide
into recession and Germany appears
to have only just avoided one. On the other hand, Spain has
started to shine.
Weekly Focus – Danske
Bank
Strategy: Muddling through – Danske
Bank
Risk markets muddling through on central banks, cheap oil and US optimism
* Divergence is here to stay in FX and bond markets * US soft patch unfolding
mostly in hard data – ISM still strong * Euro area and emerging markets are weak
* Four factors supported risk assets over the past month: New central bank stimulus,
Sharp decline in oil prices, US optimism still intact, Stock markets were
strongly oversold technically
Week Ahead – Nordea
Next week offers second-tier-data from the US with
retail sales as the most important release. On Friday Euro Area GDP figures
will be out and we expect stagnation. China will
present trade and inflation data and in the UK, Sweden and Norway inflation
is also on the agenda. Furthermore in Sweden the
minutes from the Riksbank’s 27 October meeting will be released.
SEK FI & FX Strategy - Phase 0 – Nordea
After Swedish inflation having trended down to worryingly low levels, the
Riksbank saw no other option than to adapt to the conventional ZIRP stance run
by leading central banks. The forward guidance is to stay at 0.00% until the
middle of 2016 and we suspect markets will be reluctant to question it, if not
meaningful inflation related evidence has been accumulated.
Twelve Thoughts about the Week Ahead - Marc
to Market
Viikkokatsaus – Nordea
Macro
Watch: ECB targets balance sheet size, US adds 214,000 jobs – TradingFloor
The ECB's
direct reference to the size of its balance sheet and the US employment report were key events
in a busy week.
STOCKS
Weekly Market Summary – The
Fat Pitch
It's hard to argue that the price action of US equities is not bullish… But what is curious
is that the market is being led more by defensives.
CREDIT
Weekly Credit Update – Danske
Bank
Euro rates update – Nordea
FOREX
FX Outlook – Marc
to Market
Dollar Technicals Stretched, but Fundamentals Remain Supportive
EMERGING
EMEA Weekly – Danske
Bank
EM Preview: The Week Ahead – Marc to Market
COMMODITIES
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet