26th Mar - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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  LAST WEEK

Weekly Scoreboard – Between The Hedges

Weekly Market Review – ZH

VIX Spikes To 2017 Highs, Stocks Suffer Worst Week In 6 Months As GOP Pulls Vote

[video] ­­­Bloomberg’s What'd You Miss – BB

U.S. Weekly FundFlows Insight Report – Lipper Alpha Insight

Is the Trump Rally Over?

Earnings Insight March 24 – Factset

  NEXT WEEK

Economic Calendar – Berenberg

Wall St Week Ahead – Reuters

Bull market not dead as tax reform takes spotlight

EU Week Ahead – WSJ

Article 50 To Be Triggered, Center-Right Leaders Convene, NATO Foreign Ministers

EcoWeek – BNP Paribas

Germany’s current account surpluses on the rise … except with the eurozone * What future for Europe – leaders of biggest countries seem to have opted for multi-speed Europe

Week Ahead – Nordea

US politics could set the tone for risk sentiment next week. Data-wise we expect lower inflation in the Euro area. On Tuesday, we will publish the latest Economic Outlook. Sign up for a webinar.

Weekly Focus – Danske Bank

Fed seems willing to allow slight inflation overshoot * Euro area inflation and German Ifo survey * UK to trigger Article 50 on Wednesday

Strategy – Danske Bank

Rising risk of a market correction * Less support to risk sentiment as we are close to a peak in global PMIs and the risk of Trump disappointing the markets is increasing * Monetary policy

set to stay accommodative in both the US and Europe * Changes to US economic policy are likely to come later and be smaller than previously expected * The risk of a US military conflict with North Korea is rising

Week Ahead – Handelsbanken

Global Week Ahead – Scotiabank

US: healthcare reform to dominate market risks * Europe: retreating reflation as Brexit officially commences * Canada: GDP isn’t everything to the Bank of Canada * LatAtm: Will Mexico’s central bank take a pass this time? * Asia: clearer growth signals from China?

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Rate Hike Won’t Hurt Bonds Amid Low Inflation

Macro Weekly – ABN AMRO

Confidence data continues to strengthen * Asian trade data continues to impress * Asian output data following suit * Iron ore: the canary in the coal mine?

Speculative Positioning – Marc Chandler

Speculators Build Long Euro and Aussie Positions but Slash Canadian Dollar Longs

FX Outlook – Marc Chandler

Dollar Bottom may be Near

Macro Comment – Marc Chandler

After US Health Care, Now What?

Aurelija Augulyte’s Weekly FX:  – Nordea

Weekly Summary – Urban Carmel

US indices have fallen nearly every day since the FOMC raised the federal funds rate on March 15th. This week, the SPX also experienced its first 1% daily loss in 109 days, bringing one of the longest such streaks in history to an end. There are a number of reasons to expect equities to be at or near a point of reversal higher. A retest of the recent high is likely.