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 Scoreboard – Between The Hedges
Succinct summation of week’s events – The Big Picture
Weekly Market Review – ZH
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 Week – Bill McBride
Economic Calendar – Berenberg
Wall St Week Ahead – Reuters
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?
EcoWeek – BNP 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 administration– Danske 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 Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
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 Outlook – Moody’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
Focus on Policy Mix Strengthen Dollar Bull Case
Macro Comment – Marc 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