Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s post is here.
Previously
on MoreLiver’s
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s Weekly
Market Wrap
– ZH
Black
Friday Stock Sale Dip-Buyers Ignore China, Credit, Commodity Carnage
Succinct summation
of week’s events
– The
Big Picture
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic Calendar – Berenberg
UK Next Week – Handelsbanken
Economic Calendar – Handelsbanken
Week
Ahead – ZH
5 Things to Watch
on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Holiday
shopping unlikely to cheer many investors
Weighing
the Week Ahead – Dash of Insight
EU
Week Ahead – WSJ
Weekly Market
Outlook
– Moody’s
Week Ahead: Big
week for ECB and Fed
– Nordea
Next
week the main focus will be on the much awaited ECB meeting on Thursday. Our
call is more QE, a 10 bp deposit rate cut and a dovish outlook. In the US the
most important events are two speeches by Fed Chair Yellen and Friday's jobs
report. Chinese PMIs will be out Tuesday and the last OPEC meeting of year is
held Friday. Also, next week’s events include GDP out of Sweden, Norges Bank's
business survey and Danish Q3 GDP estimate plus monthly FX reserves and
liquidity data.
Weekly Focus: ECB
kicks off rate nerds’ dream month – Danske
Bank
Mon:
PMIs Thu: ECB meeting Fri: US payrolls
Strategy: More signs of stronger euro growth in 2016 – Danske
Bank
Euro
area growth set to reaccelerate * ECB preparing to cut...while the Fed is ready
for lift-off * Bond yield set to move higher * China bottoming but medium-term
challenges remain * CNY under increased pressure – more in store.
Macro
Weekly – ECB and Fed parting ways – ABN
AMRO
The ECB will likely provide additional
monetary stimulus to the Eurozone economy this week, while the US Fed is set to
tighten monetary policy before Christmas. It is extremely rare that the two
most important central banks are moving in opposite directions. As a result,
there is not much historic experience to help us predict how financial markets
will responds. As both steps have been well flagged by the central bankers, the
move should not come as a surprise. As a result, we are assuming financial
markets will respond calmly, but there is a risk of rising volatility.
Weekly Outlook – Marc
Chandler
How
Dangerous are Technical Conditions for Dollar Bulls?
Weekly
Market Summary – Fat Pitch