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
Trumpgasm Sends Stocks To Longest Win Streak In 13 Years Despite Currency, Curve, & Credit 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
After initial Trump trade, politics keep stocks on edge
Weighing the Week Ahead – Jeff Miller
It is a short week without much new data. Even FedSpeak is on holiday. The big story will continue to be the Trump transition. I expect the punditry to be asking a dual question: How much economic stimulus and how to pay?
EcoWeek – BNP Paribas
US: At first sight, it seems financial markets are bying the story of a huge fiscal stimulus. The truth may be a bit different, as expectations of larger deficits may be behind the steep increase in yields. * Global: Youth unemployment: an important ongoing policy challenge
Week Ahead: Focus on Europe – Nordea
Next week, the markets will continue to speculate about Trumponomics, while the US calendar doesn’t offer much. PMI and Ifo numbers in the Euro area should came in rather solid. In the Nordics, the oil investment survey for Norway stands out.
Weekly Focus – Danske Bank
While we await greater clarity about what policies to expect under the incoming Trump administration, next week will bring manufacturing and services PMIs in both the US and the Euro area, which we expect to show that the business cycle was on an upward trend, even before Trump won the election.
Strategy: Trump’s market implications – Danske Bank
We see a case for reflation in the US but less so in the euro area * We expect US reflation to lead to a further rise in equities, higher bond yields and a stronger USD over the next six months.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Canada: test of fiscal stimulus * US: obsolete assessments * Latam: widely variant circumstances * Asia: test of EM policy responses to capital flight * Europe: can it withstand Trump’s higher rates?
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Treasuries See Inflation, Credit Does Not
Macro Weekly – ABN AMRO
Threat of populism affecting policymakers in Europe * Eurozone GDP growth in line with expectations * US retail sales are very strong * US inflation fears are building, but actual inflation remains low * Fed rate hike in December baked in the cake
Speculative Positioning – Marc Chandler
Dramatic Spot Currency Moves, Little Change in Speculative Positioning in the Futures Market
FX Outlook – Marc Chandler
Dollar Technicals are Stretched, but Fundamental Shift Underway
Macro Comment – Marc Chandler
Shifting Paradigms and the Market Adjustment