Here are
the links to the weekly roundups, reviews and also previews of the beginning
week. Last week's 'Support' here.
Previously
on MoreLiver’s:
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Weekly Scoreboard – Between
The Hedges
Friday’s Price Monitor – Global Macro Monitor
Dow Record Close Despite Bond Yields, Bullion, & Black Gold Battering
Succinct summation of week’s events – The
Big Picture
US Schedule for Week – Calculated Risk
Economic Calendar – Berenberg
ECB meeting: just strong words or action? * US non-farm payrolls: robust
jobs growth * Global PMIs: uneven recovery
Economic Calendar – Handelsbanken
5 Things to Watch on the Economic Calendar – WSJ
Weighing
the Week Ahead: Time to Digest? – A
Dash of Insight
OPEC, Black Friday shopping, the U.S. jobs report, the European Central
Bank’s rate decision, NATO and other news
France's former president, Nicolas Sarkozy, stands for the leadership of
the UMP, South Sudan's difficulties continue, and Britain's finance minister
presents his autumn statement
Week ahead – WSJ
U.K. Treasury
chief George Osborne delivers his Autumn Statement on the government’s economic
plans, climate talks are held in Peru and the ECB announces its rate
decision.
Weekly Focus – Danske
Bank
OPEC disagreements good news for private consumers * ECB to remain on
hold and Draghi to sound as dovish as he can without actually easing * Payrolls
another healthy +240,000
Strategy – Danske
Bank
Lower oil price set to support consumers but keep an eye on financial
risks * Risk assets supported by recovery expectations and liquidity * Euro
area is bottoming * US soft patch set to be short * US yield curve set to
flatten further
Week Ahead – Nordea
Next week
offers the US employment report and ISM. The ECB meeting on Thursday might
include new programmes, while we expect the BoE to keep monetary policy
unchanged. There is uncertainty about the approval of the Swedish budget, the
same goes for the Norwegian oil investment survey.
Viikkokatsaus: Keskuspankkeja ja luottamusta – Nordea
Tulevaa: Yhdysvallat: Työllisyyslukujen vuoro * Keskuspankkikokouksia
(EKP, BoE) * Luottamuslukuja, Mennyttä: Yhdysvallat: Q3 BKT korjattiin ylös * Euroalue:
Inflaatio 0.3 %:ssa * Suomi: Työttömyys nousussa
Key
Events In The Coming Week – ZH
In a busy
news week for the global economy that’s started with a slump in metals and oil
shaking up assets and currencies around the world, we’ll get some key early
data sets for November and some important central bank news.
Global
Central Banks Calendar for Week – WSJ
The
Macro Week Ahead: Draghi inaction, European shares dip, euro spike – TradingFloor
Watch ECB
president Mario Draghi disappoint by his inaction, European equities drop, and
the euro spike above 1.26 this week. Meanwhile as we approach the final stretch
of the year, we start off December with a heavy menu of central bank meetings
and PMI data for November.
The
Macro Week Ahead: Draghi inaction, European shares dip, euro spike – TradingFloor
Draghi’s
blah blah blah will come home to roost this Thursday, as I expect he’ll
disappoint with no action – European equities have best risk-reward play on
this * Meanwhile USDJPY refused to break, let alone correct in the near term –
if we don’t have the pullback to 114-115 in the next two weeks, then this will
have to be after the December 16 to 17 FOMC meeting * Data heavy week as we
come upon the final stretch of the year, with PMIs and central banks – also key
will be Eurozone and Australia 3Q GDP, as well as the last non-farm payroll of
the year
Macro
Watch: US GDP revised higher while Europe sentiment stabilises – TradingFloor
US Q3 GDP
growth was revised upwards to 3.9% while sentiment data improved modestly in
the euro area. In Japan, inflation and unemployment both ticked lower.
STOCKS
Weekly Market Summary – The Fat Pitch
Wall St Week Ahead – Reuters
As energy shares tumble, opportunity lurks
CREDIT
Weekly Credit Update – Danske
Bank
Euro rates update – Nordea
FOREX
FX Outlook – Marc to Market
Dollar
Consolidation Coming to an End, Poised for New Leg Up
Dollar
Positive Investment Themes Set to Strengthen – Marc
to Market
Three
forces that are shaping the investment climate: the economic and monetary
divergence that favors the US, the decline in commodity prices,
and a slowing of China. These forces remain very much
intact, and if anything, have strengthened and reinforcing each other.
FX Next
Week: A full calendar to kick off December – TradingFloor
A brief
rundown of next week's calendar highlights, as next week will be in full swing
by late European hours Sunday, due to the Swiss "gold referendum".
EMERGING
EMEA Weekly – Danske
Bank
CALENDARS
Economic
Calendar – investing.com
Economic
Calendar – BB
EU calendar – europa.eu
Markkinakalenteri
– Nordnet