20th Dec - W/E: Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s post is here.  

The blog will enter holiday mood with sporadic posting and shall return to normal in 2016.

Previously on MoreLiver’s

Friday: Quiet

Follow ‘MoreLiver’ on Twitter

  LAST WEEK

Weekly Scoreboard – Between The Hedges

Tyler’s Weekly Market Wrap – ZH

"Quad Witches, Bitches" - Stocks Crash On OpEx

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

Economic Calendar – Handelsbanken

UK Weekly – Handelsbanken

Week Ahead – BB

 

5 Things to Watch on the Economic Calendar – WSJ

Wall St Week Ahead – Reuters

Sliding oil prices could smudge year-end stocks rally

Weighing the Week Ahead – Dash of Insight

Last week’s stock market had a Jekyll and Hyde feeling, setting the background for the two weeks ahead. We will have lighter volume and plenty of people taking vacation during the holiday-shortened weeks. With plenty of explaining to do and a new year ahead, we can expect: A Parade of Pontificating Pundits!

Weekly Market Outlook – Moody’s

Week Ahead 20 Dec–10 Jan – Nordea

With the holiday season around the corner, this issue of Week Ahead goes an extra two weeks beyond its mandate. The US steals the show with a steady line of data releases: GDP figures and PCE prices before Christmas (22 and 23 Dec), ISM and non-farm payrolls at the onset of the new year (4 and 8 Jan). In Europe, a market friendly outcome when Spain holds elections this Sunday (20 Dec) is far from certain.

Strategy – Danske Bank

Markets are still pricing Fed too dovish in our view with the next hike not priced until June *

Short-end US rates should rise in coming months with most of the increase happening in spring * The USD will strengthen modestly versus EM and commodity currencies; range-bound versus

EUR * European equities to outperform * US equities on widening rate differentials * The wildcard is a continuing fall in the oil price, triggering turmoil in US high-yield markets and EM.

Macro Weeklyinsi: First hike after almost 10 years – ABN AMRO

EM FX Weekly: PBoC seeking a weaker yuan? – ABN AMRO

G10 FX Weekly – FOMC and oil prices in focus – ABN AMRO

FX Outlook – Marc Chandler

Near-Term Dollar Outlook: May the Force be With You

FX 4 Next Week – TF

End-of-year "rituals" cloud very near-term outlook * FX markets still adjusting to implications of the Fed rate hike * EURUSD could face another squeeze higher if risk-aversion persists * Bears can express a downside view in EURUSD through options * Downside opportunities also outlined below in GBPJPY, CNHJPY and AUDUSD