Here are the links to
the weekly roundups, reviews and also previews of the beginning week. Last
week's 'Support' here.
LAST WEEK
Markets – ZH
Weekly Scoreboard – Between
The Hedges
The Economist’s Weeklies:
The Weekender – beyondbrics
/ FT
Succinct summation of week’s events – The
Big Picture
NEXT WEEK
Schedule for Week – Calculated
Risk
Economic Calendar – Berenberg
ECB meeting: less
pressure to act after data uptrend resumed * UK budget: more Scrooge than Santa * US non-farm
payrolls: post-shutdown strength?
Economic Calendar – Handelsbanken
S&P 500 Earnings Month Ahead – Reuters
Wall Street Week Ahead – Reuters
Retail, jobs data to
rule stocks' next move
Weekly Focus: Low
inflation and stronger growth to boost risky assets – Danske
Bank
The job report in the US should confirm that
the labour market is recovering and we estimate non-farm payrolls increased by
190,000 in November. We expect the ECB to ease again but, in our view, the
December meeting next week is too early for more stimulus. Despite an increase
in inflation in November, the outlook remains subdued and Mario Draghi will be
dovish at the meeting. Focus will also be on PMIs in the euro area, the UK, China, Sweden and Norway and ISM in the US
Week Ahead: 30 Nov –
6 Dec
– Nordea
USA: Next week’s most important US data releases are
the Nov employment report and the Nov ISM manufacturing survey. We expect
payrolls to come in at 170k (consensus at 183k) and ISM to come in at 55 in
line with consensus. Euro area: We
expect no fresh rate cuts at next week’s ECB meeting. Inflation ticked up again
in November and reduced the pressure on the ECB to act again this soon. The
tone is likely to be very dovish and the door for more action will be kept wide
open, be it negative deposit rates or LTROs or perhaps even QE.
Viikkokatsaus – Nordea
Riittääkö
työpaikkojen lisäys – voisiko Fed vähentää ostojaan jo joulukuussa? Viime viikolla:
Euroalueen inflaatio vauhdittui hieman, Ruotsi lähellä nollakasvua. Tällä
viikolla: USA: Teollisuuden ISM (ma), Työllisyysraportti
(pe) Eurooppa: BKT:n yksityiskohdat (ke), EKP:n kokous (to), Suomen Q3 BKT (to)
Strategy: An
environment where credit assets get expensive – Danske
Bank
We look for tight spreads in credit and peripherals – assets get expensive
in this environment * ECB feeling more pressure to ease from monetary pillar * Moderate
upward pressure on US yields to continue * We still look for EUR/USD to go lower
in 2014 * Japan is bucking the trend
of lower inflation – QE works
Weighing the Week
Ahead – A Dash of Insight
FX Outlook: Dollar and Yen Downside Risks
Persist – Marc
to Market
Key events in the week
ahead by Goldman Sachs – ZH
Weekly Credit Update – Danske
Bank
Activity in Nordic local currency markets is good. S&P takes
positive rating action on European corporate Danish government proposal to
alleviate mortgage bond refinancing risk is finalized.
EMEA Weekly – Danske
Bank
EM Week Ahead – Marc
to Market
Emerging: Week Ahead –
beyondbrics / FT
CALENDARS
Economic Calendar – investing.com
Economic Calendar – BB
EU calendar – europa.eu
Markkinakalenteri – Nordnet