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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.



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  LAST WEEK
Weekly Scoreboard – Between The Hedges

Succinct summation of week’s events – The Big Picture

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

­­­Bloomberg’s What'd You Miss – BB

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

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


  NEXT WEEK
Economic Calendar – Berenberg

Wall St Week Ahead – Reuters
Post-Fed boost for small-cap stocks may be limited

EU Week Ahead – WSJ
Brussels Attacks Anniversary and A Summit In Rome

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

Week Ahead – Nordea
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 Focus – Danske Bank
Bond yields to stall as reflation fuel fades * March PMIs on Friday

Strategy – Danske 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 Ahead – Handelsbanken

Global Week Ahead – Scotiabank

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s
Less Borrowing Amid Faster Profits Trims Risk

Macro Weekly – ABN 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 Positioning – Marc Chandler
Speculators Buy Euros and Pesos while Selling Yen, Sterling and Aussie

FX Outlook – Marc Chandler
Dollar's Technical Tone has Deteriorated

Macro Comment – Marc 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 hike – TF

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.