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Sunday, August 21

21st Aug - Weekly Support

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

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
Stocks Extend Winning Streak To Longest In 4 Years Despite Deluge Of Dismal Data

US Schedule for WeekBill McBride

Economic CalendarBerenberg

5 Things to Watch in US Economics CalendarWSJ

Global Week AheadBB
Yellen at Jackson Hole; U.S. Housing Data * Merkel makes the rounds in Europe; Glencore, Vanke earnings * Fed chair’s comments will be parsed for interest-rate clues

Wall St Week AheadReuters
Stock rotation to continue as Fed seen open to 2016 hike

Weighing the Week Ahead: A showdown at Jackson Hole?Jeff Miller
This week’s calendar features yet another light week for data, a lot of politics, and slow summer trading. Something has to fill all of that air time! This week the punditry gets their favorite topic – the Fed. Chair Yellen’s speech on Friday may set the tone for post-election monetary policy. Sometimes there is also a presentation from a non-Fed economist that challenges current policy. Will there be a showdown at Jackson Hole?
Week Ahead Nordea
The upcoming week will bring US inflation and industrial production data, indicating whether the manufacturers continue pulling out of the slump. In the Euro area, final inflation numbers and German ZEW expectations will be released. Japanese Q2 GDP growth is set to show a significant slowdown compared to the previous quarter. In the UK, July retail sales figures will be the first hard data on the impact of Brexit vote. In terms of Nordic data, next week will be calm.

Weekly Focus Danske Bank
The FOMC minutes should reveal more information on triggers for the next rate hike. US
regional surveys are due to give the first indications of August activity * We expect UK data for retail sales and house prices to show more weakness following the Brexit vote * Chinese property prices are likely to slow from strong increases

Weekly Strategy:  Sluggish growth but fewer tail risks Danske Bank
Risk sentiment has been supported by positive macro momentum, lower tail risks and
monetary easing * We see more upside for now but too high earnings expectations and a potential loss of macro momentum are looming * Bonds are still supported by QE * EUR/USD set to be range bound in coming months before moving higher.

UK Week AheadHandelsbanken

Global Views Weekly Scotiabank

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Productivity Slump Dampens Outlook

Macro Weekly – Is world ready for higher US rates? ABN AMRO
Another US rate hike is getting closer, whether it will be this year or next * US tightening has led to increased volatility on financial markets in the past and to a negative response of the global economy * The odds of a more positive development this time around have improved

Speculative PositioningMarc Chandler
Sterling Bears and Yen Bulls are Enjoying August

FX OutlookMarc Chandler
Dollar's Downside Beckons in the Week Ahead

FX 4 Next WeekTF
USD in focus ahead of Fed symposium