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Sunday, December 11

11th Dec - 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
Another Day, Another Melt-Up In Stocks As Gold Hits 10-Month Lows

S&P 500 Snapshot: Up 3.08%dshort

World Markets Weekend Update: The rally resumesdshort

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Wall St Week AheadReuters
Hawkish Fed a potential speed bump for stock bulls

Weighing the Week Ahead Jeff Miller
The post-election market run has been accompanied by improving economic data and increasing confidence. The result has the punditry asking a question that seemed crazy in January: Will the Dow hit 20K?

EcoWeekBNP Paribas
Greece: contradictions in the European position * Eurozone: ECB’s sustained presence, Commission’s likely failure to boost fiscal spending, Italy’s referendum of limited consequences.

Week Ahead: From the ECB to the Fed Nordea
US election (check), Italian referendum (check), OPEC meeting (check), ECB meeting (check); risk sentiment still positive (check). One big event risk left for the year: the Fed.

Weekly Focus: Fed will give us a hike Danske Bank
Wed: Fed meeting, a rate hike expected, question is rate path in 2017 Thu: Bank of England meeting, no action expected

Strategy: The danger of the consensus view Danske Bank
The market is convinced that significant US fiscal stimulus will drive a stronger USD and higher
rates – particularly US rates * However, there is high uncertainty regarding the type of US fiscal
stimulus and how it will filter through to the economy * For now, we are USD bulls and
bearish US FI * However, an inflationary US fiscal boost should over time lead to a weaker USD – not a stronger one.

UK Week AheadHandelsbanken

Week AheadHandelsbanken

Global Week AheadScotiabank
US: Hike, then what? * LatAm: Banxico to hike while other central banks stand pat * Canada: What the Fed does could impact the next BoC decision * Europe: Russian doves, English hawks? * Asia: Regional central banks react post-Fed

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Credit Thrives Amid Inflation’s Inconsistencies

Macro Weekly: I am getting confused ABN AMRO
When I look at the world economy, I see reasonable growth and signs of strengthening momentum across a wide range of countries. And yet, everybody is talking about providing stimulus.

Speculative PositioningMarc Chandler
Bears Maul Yen and Treasuries

FX OutlookMarc Chandler
Dollar Bulls Running Out of Time to See Parity vs Euro in 2016

Macro Comment – Marc Chandler