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
Stocks Suffer Worst Week Since Election As Banks, Bullion, & Bonds Sink
Weekly Market Review – BB
Dow Stops Short of 20,000 in Worst Week for Banks Since Election * Financial shares fall 1.2 percent as industrial shares decline * Utility and telephone companies return to leaderboard
S&P 500 Week in Review – dshort
Record Close on Tuesday, Flat for the Week
World Markets Weekend Update – dshort
A mixed bag
Treasury Snapshot – dshort
Yields Continue Rise
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Wall St Week Ahead – Reuters
Hurdles emerge for stocks after rally
Weighing the Week Ahead – Jeff Miller
There is a normal dose of economic data this week, but we are entering a quiet, pre-holiday period. As the rally faltered a bit, the Dow 20K talk yielded to a discussion of what could go wrong. I expect this discussion to continue in the coming week, and perhaps the next one as well. The punditry will be asking: What can derail the rally?
EcoWeek – BNP Paribas
Fed raises rates, with caution * Bank of England goes for status quo with caution * Netherlands government faces disgruntled workers
Week Ahead: Riksbank in focus – Nordea
With the holiday season around the corner, next week will be relatively quiet in terms of data and events, offering more time to reflect on this week’s news from the Fed. The most interesting event is the Riksbank’s policy decision.
Weekly Focus – Danske Bank
Riksbank set to extend QE and cut the repo rate * First week of January brings Fed and ECB meeting minutes
Strategy – Danske Bank
Reflation theme getting further support from data * We look for further upside in
equity markets and bond yields in 2017 * More USD strength short term but reversal in 2017 * Keep an eye on China – financial tensions are increasing.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
US: Did the Fed do the right thing? * Canada: A new, entirely unforecastable batch of inflation readings * Asia: BoJ hoping this time it works * LatAm: Argentina’s quadruple dip * Europe: Is Riskbank policy success durable?
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Making credit great again still may have to wait
Macro Weekly: Where is the follow-through?– ABN AMRO
Confidence indicators showing impressive strength * Strength coming through across many economies * Hard data lagging behind, but expected to pick up * Fed raises rates and expect three more hikes in 2017; they could be right
Specs Cover Euro Shorts for Second Week and Continue to Amass Short Yen
FX Outlook – Marc Chandler
Fed Lifts Dollar, but Consolidation may be on Tap
Macro Comment – Marc Chandler
Twas the Week Before Christmas, Amidst Powerful Trends
FX Week Ahead: King dollar to keep the crown – TF
An increasingly coy ECB is turning every more dovish while the Federal Reserve is busy sharpening its hawkish claws. This points towards further policy divergence and additional dollar strength.