Google Analytics

Sunday, March 19

19th 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.

Follow ‘MoreLiver’ on Twitter

Weekly ScoreboardBetween The Hedges

Succinct summation of week’s eventsThe Big Picture

Weekly Market ReviewZH
Stocks Sink On 'Quad Witch' As Dollar Suffers Worst Week In 8 Months

­­­Bloomberg’s What'd You MissBB

U.S. Weekly FundFlows Insight ReportLipper Alpha Insight
Fund Investors Give Bond Funds a Cold Shoulder for the Week

Earnings Insight March 17Factset
For Q1 2017, the estimated earnings growth rate for the S&P 500 is 9.0%

Economic Calendar – Berenberg

Wall St Week AheadReuters
Post-Fed boost for small-cap stocks may be limited

EU Week AheadWSJ
Brussels Attacks Anniversary and A Summit In Rome

EcoWeekBNP Paribas
UK: What if Brexit never happens? US: Another dovish hike from the Fed and a fully assumed symmetric inflation target

Week AheadNordea
Fed speakers get a chance to explain themselves next week, where focus otherwise turns towards the economic key figures and especially the Euro-area PMIs.

Weekly FocusDanske Bank
Bond yields to stall as reflation fuel fades * March PMIs on Friday

StrategyDanske Bank
Short duration in fixed income is a crowded trade – and is running out of steam * A peak in ISM and lower inflation removes the main fuel for the bear market * Lower policy uncertainty and a
soft Fed hike gave more support to the stock market * We are still long-term bulls on equities but very upbeat sentiment provides risk of a short-term correction

Week AheadHandelsbanken

Global Week Ahead – Scotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Less Borrowing Amid Faster Profits Trims Risk

Macro WeeklyABN AMRO
Dutch voters do not choose for populism * Fed raises rates, but Yellen sounds less hawkish than markets feared * Confidence data consolidating at high levels, and harder data better too

Speculative PositioningMarc Chandler
Speculators Buy Euros and Pesos while Selling Yen, Sterling and Aussie

FX OutlookMarc Chandler
Dollar's Technical Tone has Deteriorated

Macro CommentMarc Chandler

Divergence Theme Questioned

Aurelija Augulyte’s Weekly FX: Food for Doves  Nordea
Fed speakers all over again - no reason to deviate from message last week. Hard data - reality check this week. Transatlantic spread leads the way for EUR/USD higher, even though a slowdown is likely in the euro area too....

Macro Monday: Which bank will be next to hikeTF

This coming week the focus will be on Trump's post-budget speech as well as a number of flash PMIs. When the next US rate rise will be is another key topic of conversation along with which central bank will follow the Fed and hike.