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Sunday, February 5

5th 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
Disappointing Wages Spark Biggest Market Rally Of The Year
S&P 500 Snapshotdshort

US Schedule for WeekBill McBride

Economic CalendarBerenberg

Wall St Week AheadReuters
Dollar's sudden weakness could help U.S. profit picture

EcoWeekBNP Paribas

Weighing the Week Ahead - Jeff Miller

We have a rather light week for economic data. The biggest reports came last week. Earnings season continues. Everyone is keeping a close eye on President Trump, wondering what might happen next. Meanwhile, stocks are at all-time highs and interest rates have stabilized. This combination creates more questions than answers, which will lead the punditry to wonder: Is the market optimism justified?

Week Ahead – Nordea
In the Nordics, Norwegian GDP stands out. Norway and Denmark will publish inflation numbers. In a week of second-tier data from the majors, a record-high German trade surplus might draw further criticism from the US “trade warriors”.

Weekly Focus: Heading for a trade war? Danske Bank
Wed: UK House of commons vote on Article 50 * Trump

Strategy: Self-defence or protectionism? Danske Bank
USD weaker as Trump team blames Germany, Japan and China for devaluing currencies * We still look for stronger USD on 1-3M horizon * A trade war could be brewing – self-defence if you ask Trump, protectionism if you ask trade partners * More upside in yields and equities
in the medium term

Week AheadHandelsbanken

Global Week AheadScotiabank

Weekly FX Sentiment Report Scotiabank

Weekly Market OutlookMoody’s
Leveraging Will Survive Corporate Tax Reform

Macro Weekly ABN AMRO
Business confidence indicators are starting to level off * Inflation on the rise, but risks of significant inflation remain very modest * Global trade strongly on the rise * Director of the US National Trade Council comes out with ‘weird comments’

FX OutlookMarc Chandler
Dollar Turn Remains Elusive

Macro CommentMarc Chandler
Politics Not Economics is Driving the Markets