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Saturday, February 11

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.

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Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
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

US Schedule for WeekBill McBride

Wall St Week AheadReuters
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.

EcoWeekBNP 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 AheadHandelsbanken

Global Week AheadScotiabank

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’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 PositioningMarc Chandler

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

FX OutlookMarc Chandler
The Dollar's Underlying Trend Resumes

Macro Comment Marc Chandler

Yellen’s Path Cleared by Trump’s Moderation
The week ahead in FXTF