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Saturday, March 11

11th Mar - 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
Dow Suffers Worst Week Of 2017 Amid Credit Carnage, Bond Bloodbath, & Crude Crash

­­­Bloomberg’s What'd You MissBB

U.S. Weekly FundFlows Insight ReportLipper Alpha Insight
U.S. Funds Extend Their Net-Inflows Streak to Seven Weeks

Earnings Insight March 10Factset
Full pdf.

Wall St Week AheadReuters
Some bank bulls grow wary on policy uncertainty

Week Ahead - Berenberg

Weighing the Week Ahead –  Jeff Miller

EU Week Ahead – WSJ

EcoWeekBNP Paribas
France: France accumulates deficits and Germany, surpluses. The two countries are nonetheless converging. US: On Tuesday, the FOMC meeting will be as unsurprising as can be. Last week, Janet Yellen gave a green light to a rate increase. The only condition attached was lifted by the February labour market report. Netherlands : Wide range of choices at election At the general election, the Dutch may choose between 28 parties. The forming of a new government could be a long process. As compromises have to be made, the end result is often, if not always, a middle-of-the-road policy.

Week AheadNordea
Several of next week’s events could cause volatility to return to markets. In addition to policy decisions from the Fed and other central banks, the Dutch election and the US debt ceiling take the centre stage.

Weekly FocusDanske Bank
Mon: UK parliamentary games on Brexit, Article 50 possible this week * Wed: Fed to hike, US debt limit suspension expires, Dutch elections * G20 finance ministers’ meeting

StrategyDanske Bank
We now expect the Fed to hike next week (previously June) followed by two additional hikes in 2017 * Equity markets have taken another leap higher as we had called for * However, fixed income and oil markets seem less bullish on longterm growth prospects, as the yield curve has flattened in the US and the oil price has plummeted * We expect equity markets to lose some momentum in coming months * However, an emerging capex boom could provide further momentum for equity markets later in 2017.

Week AheadHandelsbanken

Macro Monday: Dutch election and central banks in focusTF
This coming week boils down to a potential upside risk to Fed rate expectations a surprise from the largely ignored Dutch elections a surprise from one of the many central bank meetings this week - perhaps from the BoE or Turkey - and potentially structural positioning into EM FX and sovereigns if the Fed creates a knee-jerk reaction.
Global Week AheadScotiabank
US: More hawkish for now * Europe: Intensifying political risk * Canada: Fed spillovers and budget speculation * LatAm: Another Chilean rate cut? * Asia: Bank of Japan not yet out of the woods

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Skinny Caa spread defies default outlook

Macro WeeklyABN AMRO
The Goldilocks of US payrolls * German orders: a shocker * Asian trade data: stellar, but perhaps distorted * Here comes Janet Yellen

Speculative PositioningMarc Chandler 
Large Gross Position Changes Capture Currency Contract Rolls

FX OutlookMarc Chandler 
Market Doubts of Three Fed Hikes This Year Caps Dollar
Macro CommentMarc Chandler 
Succinct Views of Ten Events and Market Drivers: Week Ahead
Aurelija Augulyte’s Weekly FX Nordea 
The Market has bought the Fed hikes, and now vulnerable to risks - data and politics. EUR/USD headed to 1.08 as USD/JPY finds resistance around 115. Knock's Norges Bank.