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Sunday, November 27

27th 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 Unleashes Best Rally In Stocks Since 1996

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

S&P 500 Snapshotdshort
Fourth Consecutive Record Close

World Markets Weekend Updatedshort
The Rally Accelerates

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Wall St Week AheadReuters
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
Barnier and Brexit, Energy Package, Clearinghouses

EcoWeekBNP 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 AheadHandelsbanken

Week AheadHandelsbanken

Global Week AheadScotiabank

Weekly FX Sentiment Report Scotiabank

Weekly Market Outlook – Moody’s

Macro Weekly ABN AMRO
Cyclical improvement coming through

FX OutlookMarc Chandler
Dollar Correction may be at Hand, but likely Brief and Shallow

Macro CommentMarc 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 macroNordea
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?