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Sunday, January 22

22nd Jan - 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
Gold Pops; Banks, Bonds, & Greenback Drop As Trump Takes Office

Bloomberg’s What'd You Miss in Markets This Week?Youtube

S&P 500 Snapshotdshort

Treasury Snapshotdshort
US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Wall St Week AheadReuters
Optimism among S&P 500 CEOs as Trump takes power

EU Week AheadWSJ
Europe talks Trump, space, trade

Weighing the Week Ahead Jeff Miller
We have a normal calendar for economic data. There will be important news will come from corporate earnings reports. Since this earnings season is part of an inflection point – the end of the earnings recession– it is special. That said, the uncertainty over policy change has market observers both divided and on edge. I expect the earnings news to get less attention than normal. With the queasy, uncertain feeling, the pundits will be asking: Will policy uncertainty lead to greater stock volatility?

EcoWeekBNP Paribas
Global: Focus on a classical nexus The correlation between oil and metals prices and the USD has become positive during 2016. However it remains fragile. US: Ceasing purchases is the plan Two rate hikes and a supposedly expansionary fiscal policy raise the question of the downsizing of the Fed's balance sheet. Italy: Monte dei Paschi: What’s next? MPS private recapitalisation had not met the expected success. The bank should be subject to a precautionary recapitalisation provided by the Italian state. The terms and conditions of MPS recovery plan need to be reassessed.

Week Ahead: More signs of solid growth  Nordea
We expect solid Q4 GDP readings for both the US and the UK and also positive growth news from Euro-area PMIs. In the Nordics, it’s a busy data week for Sweden. The Turkish central bank will have to raise policy rates to defend the currency.

Weekly Focus: Looking for solid indicators to begin 2017 – Danske Bank
January PMIs, first estimate of 2016 Q4 growth * EZ January consumer confidence * UK Supreme Court ruling on Tuesday

Strategy: The end of the world as we know it? Danske Bank
Trump inauguration, May’s Brexit speech and China’s presence at Davos may well mark the end of the world as we know it * Markets taking a relatively relaxed view on risk with the VIX index
trading close to decade lows and awaiting a more concrete economic policy announcement from the Trump administration * The possible shift towards more protectionism may well hurt the
global economic outlook * We are bullish on Russia, which is a likely winner from the new era.

Week AheadHandelsbanken

Global Week AheadScotiabank
US: Forward policy, backward data & earnings * LatAm: An experiment in central bank independence * Asia: Trump and China’s alleged currency manipulation * Europe: Getting sentimental

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Deregulation Seen to Spur Growth, Trim Risk

Macro Weekly: Let the circus start ABN AMRO
Here comes Donald Trump. Nobody knows what will happen next, but it will certainly be interesting * Economic data confirms recent trends: improvement confidence, modest rise inflation * ECB on hold, Draghi tells moaning Germans to be patient

Speculative PositioningMarc Chandler
Speculators Swing Back to Net Long Aussie

FX OutlookMarc Chandler
Dollar Still Appears to Carving out a Bottom

Macro CommentMarc Chandler

The Challenging Week Ahead