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
Dow 20k Disappoints For Fourth Straight Week As Banks Pump'n'Dump
S&P 500 Snapshot – dshort
Up 0.18% for the Day, Down 0.10% for the Week
Yields down since rally
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
EU Week Ahead – WSJ
Trump Inauguration, Davos and A New European Parliament Chief
Weighing the Week Ahead – Jeff Miller
We have a light calendar for economic data and a short week of trading. The biggest news will come from corporate earnings reports. Some financial stocks reported on Friday, but this is the first big week for Q416. Earnings season is always important, but sometimes it is special. This week the pundits will be asking: Will improving corporate earnings confirm perceptions of a stronger economy?
EcoWeek – BNP Paribas
GBP down again and could suffer another blow next week
Week Ahead: Hawkish twist from Draghi – Nordea
Next week is ECB week. While we don’t expect new policy steps and not much change to Draghi’s tone, we see the risks tilted towards a hawkish market reaction. Key data releases are US CPI numbers and Chinese GDP growth.
Weekly Focus: Trump is taking over – buckle up – Danske Bank
Inauguration of Trump and soon a plan for the first 100 day * US CPI and Fed speeches * ECB meeting * China GDP
Strategy: High surprise indices a risk – Danske Bank
Very high surprise indices normally do not last for long – a short-term risk for yields * A strong clash between Trump and China is a rising risk * EUR/USD moves in tandem with US-German rate differential * Oil rally is over for now * Euro growth finished 2016 on a strong note
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Canada: BoC likely to remain on hold * US: Yellen and CPI could crash the party * Asia: 6.7%? Europe: Draghi’s optimism versus May’s hard choices * LatAm: Will Chile cut rates as inflation drops?
Weekly FX Sentiment Report – Scotiabank
Weekly Market Outlook – Moody’s
Credit looks for US to realize potential
Macro Weekly: Stronger growth, but ‘Trump risk’ not easing – ABN AMRO
Eurozone industrial production growth picking up * US small business confidence up sharply * China trade weaker, Taiwan’s continues to improve * Trump’s rhetoric remains aggressive
Speculative Positioning – Marc Chandler
Yen Swings Push Speculators to the Sidelines and Net Euro Shorts Fall to Smallest in Six Months
FX Outlook – Marc Chandler
Dollar Correction may be Over or Nearly So
Macro Comment – Marc Chandler
FX trading themes next week – TF
The shadow of Donald Trump has loomed large these last two months, but now the moment of truth is almost upon us, expect volatility all the way into next Friday's inauguration.
Weekly Market Summary – Fat Pitch
US equities are starting the year at new all-time highs. The rally is supported by healthy breadth and a relatively solid economic foundation. The biggest watchout is volatility, which has fallen to an extreme. A mean reversion in volatility is odds-on and that is normally unfavorable, short term, for equities.