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Saturday, November 12

12th Nov - Weekly Support

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

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
Trump Triumph Sparks Dow's Best Week In 5 Years As Currencies Crash, Bonds Blow-Up, & Commodities Carnage

Bloomberg: What'd You Miss in Markets This Week?Youtube

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Wall St Week AheadReuters
U.S. banks' post-election rally may be just an appetizer

Weighing the Week Ahead Jeff Miller
There is some important data on the schedule for this week, along with earnings and the expected doses of FedSpeak. None of that will attract much attention. Instead expect “all Trump, all the time”. The slant in financial media will be the implications for investors. As we get news of the leadership transition, I expect the punditry to be asking: Do investment portfolios need a transition?

EcoWeekBNP Paribas
Two-step market reaction to US elections: first flight to safe havens, then improved sentiment. The president-elect’s communication and the composition of his cabinet are now the focus. * The victory is complete for the Republican Party but the details of the policy that will be implemented still have to be spelled out. There is a large common ground between D.Trump and P.Ryan’s platforms, but some divergences also appear.

Week Ahead: Digesting the Trump win Nordea
Next week, financial markets will likely continue to digest the outcome of the Trump-victory. Moreover, focus in the US will turn to the US CPI and retail sales data and Fed Chair Yellen’s speech, while, we get UK CPI, German GDP and ZEW out of Europe. The most important numbers from the Nordics are Swedish inflation and Danish and Norwegian GDP.

Weekly Focus: Focus on Trump administrationDanske Bank

Strategy: Trump’s market implications Danske Bank
Trump will have a strong mandate to implement his policy agenda after his sweeping victory * Large infrastructure spending and tax cuts in the US are in the pipeline * Fixed income markets are set to be under pressure from rising inflation expectations * On equities, we are bullish about US markets while being underweight on Europe and the Nordic markets * The Trump win spells trouble for emerging markets.

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Global Week AheadScotiabank
Canada: pressing reset? US: two months to plan the first 100 days LATAM: different pesos, different policies Asia: defence versus value Europe: diverging political and policy risks

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Aging Boomers May Stymie Trumponomics

Macro Weekly: Trump revisited ABN AMRO
Financial markets disagree completely with all my friends what the Trump presidency will bring * There is a big difference between European populists and Donald Trump * Trump is perhaps Machiavellian, more so than crazy * A lot of the campaign rhetoric may not make it onto the policy agenda * The economic agenda will dominate and will be strongly pro business

FX OutlookMarc Chandler
Focus on Policy Mix Strengthen Dollar Bull Case

Macro CommentMarc Chandler

Forces of Movement

FX 4 Next Week TF
The US dollar has rallied hard after an initial dip on the surprise reality of the Trump victory. In a world of anti-establishment populist uprisings, the market may focus on the “EU is next” idea uprisings and this could lead to a substantial reassessment of EURGBP in particular, a correction which is already forcefully underway