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Saturday, January 28

28th 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
Stocks Soar To Record Highs As Peso Jumps Most In A Year

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

S&P 500 Snapshot: The Week in Reviewdshort
Treasury Snapshotdshort

US Schedule for WeekBill McBride

Economic Calendar – Berenberg

Wall St Week AheadReuters
Investors upbeat on data, Fed; wary of Trump

EU Week Ahead – WSJ

Weighing the Week Ahead –  Jeff Miller

EcoWeekBNP Paribas

Week Ahead – Nordea
We expect the Fed, the BoE and the BoJ to remain on hold. US wage data and Euro-area inflation prints will provide more guidance on whether the Fed and the ECB are falling behind the curve on inflation.

Weekly Focus: Central banks and US jobs Danske Bank
Tue: BoJ meeting, EZ inflation Wed: Fed meeting Thu: BoE meeting Fri: US jobs

Strategy: USD and yields will head higherDanske Bank
Markets are struggling to grasp the policy uncertainties given the binary possible outcomes * However, the global economy is heading higher and the reflation theme remains intact * US yields should rise on Fed risks and Trump’s first 100 days in office * Over the coming 3M, the USD should strengthen particularly vs. JPY and GBP * We are bullish on Scandi currencies, particularly on NOK * We remain positive on equities but note the risk of a correction in European equities.

Week AheadHandelsbanken

Global Week AheadScotiabank
US: weeks until minutes * Canada: past growth, future directions * Asia: BoJ, Chinese sentiment, aftermath of US elections * Europe: improved fundamentals, but a still-cautious BoE * LatAm: can Mexico repeat solid growth?

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
VIX Is Low, Overvaluation Risk Is Not

Macro Weekly ABN AMRO
President Trump has kept himself busy in his first week in the job * Confidence generally stronger again with one or two exceptions * Stunning strength in logistics data for December * Martin Schulz a game changer in Germany

Speculative PositioningMarc Chandler

Specs Cover Short Euro and Yen, but Buy the Aussie

FX Outlook Marc Chandler

State of the Dollar's Downside Correction
Macro CommentMarc Chandler

Yellen nor Kuroda nor Carney will Take the Spotlight from Trump
FX trading themes next week TF
Next week looking pivotal for USD