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