Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Dow
Gains 600 Points In 9 Days; S&P, Bonds, Gold & Dollar Unchanged
For
the Week Fund Investors Turn to Conservative Assets
NEXT WEEK
The
IMF projects world growth to accelerate slightly. In the short-run, risks are
on the upside, thanks to the European rebound. In the medium term, risks are on
the downside. * News about monetary policy news influences asset prices via changes
in expected cash-flows, the risk-free rate of interest and the required risk
premium. Big fluctuations in the risk premium explain why asset prices are more
volatile than news about ‘fundamentals’. These fluctuations reflect the
heterogeneous nature of market participants.
Regarding
the major economies, the focus next week will be on US inflation. The Nordics
hold Swedish production and Norwegian inflation numbers in store.
US
CPI, German industrial production, China’s currency reserve/trade/inflation
The outlook for global investments is
becoming more positive * A self-reinforcing capex recovery
could strengthen global growth and leaves
upside risk to our global growth forecasts * We look for equities and bond
yields to range trade before moving higher next year * EUR/USD to continue
higher
Industrial
output growth strong in many countries * US and UK lagging * UK looking
vulnerable, is it Brexit-fear? * Confidence indicators are turning down, where
to next?
Speculators
Press Ahead with Dollar-Bloc Currencies, but Hesitate with Euro and Yen
Dollar
Approached the Precipice and Paused
Macro
Comment – Marc Chandler
FX
weekly – Nordea
Weekly
Summary – Urban Carmel