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
Gold Pops; Banks, Bonds, & Greenback Drop As Trump Takes Office
Bloomberg’s What'd You Miss in Markets This Week? – Youtube
S&P 500 Snapshot – dshort
US Schedule for Week – Bill McBride
Economic Calendar – Berenberg
Wall St Week Ahead – Reuters
Optimism among S&P 500 CEOs as Trump takes power
EU Week Ahead – WSJ
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?
EcoWeek – BNP 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 Ahead – Handelsbanken
Global Week Ahead – Scotiabank
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 Outlook – Moody’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 Positioning – Marc Chandler
Speculators Swing Back to Net Long Aussie
FX Outlook – Marc Chandler
Dollar Still Appears to Carving out a Bottom
Macro Comment – Marc Chandler
The Challenging Week Ahead