Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week's 'Support' here.
This post will be updated as new material is published.
Previously
on MoreLiver’s
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Tyler’s Weekly
Market Wrap
– ZH
S&P
Ends Red After 2015's Best Jobs Data Sparks Bond & Bullion Breakdown
Succinct summation
of week’s events
– The
Big Picture
5 charts from the
week in markets
– WSJ
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic
Calendar – Berenberg
Wed:
China manufacturing and retail sales * Thu: Eurozone industrial Output (12th
November) * Fri: FR/GE/IT/PT/EZ GDP Q3;
moderate growth in the Eurozone
Week ahead – BB
Retail
Sales, Netanyahu, Euro-Area GDP
UK Next Week – Handelsbanken
Economic Calendar – Handelsbanken
Week
Ahead – ZH
5 Things to Watch
on the Economic Calendar – WSJ
Wall St Week Ahead – Reuters
Strong
payrolls lift retailer hopes further
Weighing the Week
Ahead
– Dash
of Insight
Friday’s
employment report, rightly or wrongly, confirmed expectations for a December
shift in Fed policy. There will be a parade of Fed speakers. We can expect
daily discussion about the implications. The punditry will be asking: What will
higher rates mean for financial markets?
EU Week Ahead – WSJ
Migration,
Finance Ministers, Steel, Syria Talks
Weekly Market
Outlook
– Moody’s
Week Ahead – Nordea
Next
week’s main data release will be the Euro-area GDP flash estimate on Friday. We
expect a slowdown with balanced risks. In the US next week brings only
second-tier data releases with October retail sales as the most important.
Plenty of data releases in China next week with FX reserves (Sat), export and
import growth (Sun) and industrial production (Wed). Also, next week’s events
include inflation report out of Sweden, Norway and Denmark.
Weekly Focus – Danske
Bank
US:
Friday retail sales * UK: Wednesday jobs report * Euro area: ECB speechesFriday
Q3 GDP * China: FX reserves, trade balance during the w/e, later inflation,
credit, industrial production, fixed investments
Strategy – Danske
Bank
The
global manufacturing slowdown, which has been led by China, shows clear signs
of bottoming.
Macro
Weekly – Will the Fed walk the talk? – ABN
AMRO
After
a strong job report, the Fed is likely to raise rates in December * Germany’s
industrial sector is going through tough times…but the outlook for the eurozone
economy remains one of ongoing recovery
G10 FX Weekly – ABN
AMRO
USD
extends gains on expectations of higher rates * AUD gains as RBA on hold and
China growth outlook * SEK is the worst performer…and weak dairy prices and
labour market weighs on NZD
EM FX Weekly – ABN
AMRO
Turkish
lira strongly outperforms on lower political uncertainty…and investor sentiment
towards the ruble also improved * Positive Chinese data and improving inflation
outlook support Asian FX * Widening CNH discount to CNY to trigger response
from PBoC
Euro rates update – Nordea
FX Outlook – Marc
Chandler
Fundamental
Divergence Spurs Dollar's Technical Strength
Weekly Market
Summary
– Fat
Pitch
Equities
have risen strongly after the first sell off of more than 10% in 3 years. They
are doing so into the seasonally strongest months of the year for equities.
Sentiment has not yet become overly bullish. Macro is supportive. Normally,
this combination would be a set up for higher prices ahead. That said, after a
12% gain in one month, the normal pattern is for at least a minor retrace.
Post-NFP and into the often soft mid-month period, that pattern might well be
next.