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Saturday, December 17

17th 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
Stocks Suffer Worst Week Since Election As Banks, Bullion, & Bonds Sink

Weekly Market ReviewBB
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 Reviewdshort
Record Close on Tuesday, Flat for the Week

World Markets Weekend Updatedshort
A mixed bag

Treasury Snapshotdshort
Yields Continue Rise

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Wall St Week AheadReuters
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?

EcoWeekBNP 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 AheadHandelsbanken

Week AheadHandelsbanken

Global Week AheadScotiabank
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 OutlookMoody’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

Speculative PositioningMarc Chandler

Specs Cover Euro Shorts for Second Week and Continue to Amass Short Yen
FX OutlookMarc Chandler
Fed Lifts Dollar, but Consolidation may be on Tap

Macro CommentMarc 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.