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Sunday, March 26

26th Mar - Weekly Support

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

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Weekly ScoreboardBetween The Hedges

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

[video] ­­­Bloomberg’s What'd You MissBB

U.S. Weekly FundFlows Insight ReportLipper Alpha Insight
Is the Trump Rally Over?

Earnings Insight March 24Factset

Economic Calendar – Berenberg

Wall St Week AheadReuters
Bull market not dead as tax reform takes spotlight

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

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

StrategyDanske 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 AheadHandelsbanken

Global Week AheadScotiabank
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 ReportScotiabank

Weekly Market OutlookMoody’s
Rate Hike Won’t Hurt Bonds Amid Low Inflation

Macro WeeklyABN 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 PositioningMarc Chandler
Speculators Build Long Euro and Aussie Positions but Slash Canadian Dollar Longs

FX OutlookMarc Chandler
Dollar Bottom may be Near

Macro CommentMarc Chandler
After US Health Care, Now What?

Aurelija Augulyte’s Weekly FX:  – Nordea

Weekly SummaryUrban 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.