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 Unleashes Best Rally In Stocks Since 1996
Bloomberg: What'd You Miss in Markets This Week? – Youtube
S&P 500 Snapshot – dshort
Fourth Consecutive Record Close
World Markets Weekend Update – dshort
The Rally Accelerates
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Wall St Week Ahead – Reuters
Retail stock rally leaves few bargains for investors
Weighing the Week Ahead – Jeff Miller
It is (ahem) a very big week for new data. The A-teams are back from their mini-vacations, ready to take a fresh look at the new world. While some will continue to work the Trump Administration/stock theme, it remains mostly guesswork. There is a new theme, which markets and pundits will get around to, perhaps as soon as this week. With a tone change on the economy and deficits, I expect the punditry to be asking: Can the market embrace some good news?
EU Week Ahead – WSJ
Barnier and Brexit, Energy Package, Clearinghouses
EcoWeek – BNP Paribas
UK: The UK government plans on loosening fiscal austerity. However, the projections are still for the structural deficit to be narrowed, and quite markedly. There are two questions related to the consequences of Brexit: how credible and how appropriate is that policy? Japan: Over the latest quarters, the Japanese economy sent positive signals. Growth accelerated, supported by domestic demand. The performance is striking, with a potential rate of growth closed to zero.
Week Ahead: OPEC to cut or not to cut – Nordea
Next week’s highlight is the OPEC meeting in Vienna and also the Italian referendum will continue to get attention. The most important data releases are the US jobs report, the ISM manufacturing survey, Euro-area inflation prints and Chinese PMIs.
Weekly Focus: Political uncertainty – next stop Italy – Danske Bank
EZ: November inflation US: Jobs to be sufficient for a hike
Strategy: Political super cycle not over yet – Danske Bank
Political super cycle is not over yet – elevated political uncertainty still a major market theme * We think an imminent ‘Italexit’ seems unlikely for now * Solid US data lends support to reflation case * Fed not expected to spoil the party – will only hike gradually
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Macro Weekly – ABN AMRO
Cyclical improvement coming through
FX Outlook – Marc Chandler
Dollar Correction may be at Hand, but likely Brief and Shallow
Macro Comment – Marc Chandler
Shifting Portfolio Preferences Continue to Drive Capital Markets
FX 4 Next Week – TF
There is good reason to expect dollar strength to continue into next week with implications for its major peers and South Africa's rand, NZDCAD could be in for a slide and the Italian referendum is enveloping the continent in an unholy fog that might have implication for EURGBP.
Aurelija Augulyte’s FX: mark to macro – Nordea
The rates tantrum on Trumponomics - are we done yet? Market inconsistencies remain, and the US data this coming week may help correct them. The USD/JPY rally at risk. EUR/USD is testing the lower end of the 2-year range - make it or break it?