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
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 resumes – dshort
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Wall St Week Ahead – Reuters
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?
EcoWeek – BNP 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 Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
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 Outlook – Moody’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 Positioning – Marc Chandler
Bears Maul Yen and Treasuries
FX Outlook – Marc Chandler
Dollar Bulls Running Out of Time to See Parity vs Euro in 2016
Macro Comment – Marc Chandler