11th Feb - 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.

Follow ‘MoreLiver’ on Twitter

  LAST WEEK

Weekly Scoreboard – Between The Hedges

Succinct summation of week’s events – The Big Picture

Weekly Market Review – ZH

Dead Market Ramping - Stocks Hit Record Highs As Activity Hits Record Low

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

S&P 500 Snapshot – dshort

Another Record Close

 

  NEXT WEEK

US Schedule for Week – Bill McBride

Wall St Week Ahead – Reuters

Energy stocks look for catalyst out of doldrums

  

Weighing the Week Ahead: Trump v. Yellen, round one –  Jeff Miller

A week featuring the Fed Chair’s semi-annual Congressional testimony, and daily speeches by most of her Fed colleagues, would normally represent a commanding first choice for the upcoming theme. This time is different. (Yes, I know that you are never supposed to say that). The first weeks of the Trump Administration have generated daily news on a wide range of topics, each of which draws attention. The combination of the two will provide an irresistible topic for the punditry. It will be: Trump v. Yellen, round one.

EcoWeek – BNP Paribas

Week Ahead – Nordea

Next week’s highlights include Fed Chair Yellen’s testimony before Congress and the Riksbank’s policy announcement. We expect the bank to adopt a wait-and-see stance, leaving its monetary policy unchanged.

Weekly Focus – Danske Bank

US: data, Trump, Yellen’s testimony Europe: French politics, UK jobs and inflation data, German GDP * Nordics: Sweden’s central bank meeting

Strategy – Danske Bank

Moderate China slowdown to weigh on the global cycle * Our models support the view that

the growth acceleration period will be over soon * Headline inflation is also close to a peak as base effects from oil reverse after January * The above factors will give support for bonds short term, but we look for another leg higher in yields later this year * Policy uncertainty to weigh on

euro assets in coming months

Week Ahead – Handelsbanken

Global Week Ahead – Scotiabank

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Demography Is Destiny for Debt

Macro Weekly – ABN AMRO

US travel ban measures considered unconstitutional. Presidency looking very chaotic * Chinese January trade data are very strong, but may overstate underlying strength * German orders and production data are sending conflicting messages, orders most likely right

Speculative Positioning – Marc Chandler

Speculators in Futures are Net Long All the Dollar Bloc Currencies--First Time in Five Months

FX Outlook – Marc Chandler

The Dollar's Underlying Trend Resumes

Macro Comment – Marc Chandler

Yellen’s Path Cleared by Trump’s Moderation

 

The week ahead in FX – TF