9th Apr - 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

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

U.S. Weekly Fund Flows Report – Lipper Alpha Insight

Equity Funds Suffer Worst Weekly Net Outflows of the Year

  

 

  NEXT WEEK

EcoWeek – BNP Paribas

Fed’s statement that inflation objective is symmetric allows temporary overshoot

 

Week Ahead – Nordea

The pre-Easter week brings inflation data from the majors and the Nordics. The trends and drivers are pretty diverse. After Easter, Emerging Markets will get into focus, i.a. with Chinese GDP numbers and the referendum in Turkey.

Weekly Focus – Danske Bank

US: CPI and Fed speeches. Europe: UK CPI and Sentix- and ZEW indices

Strategy – Danske Bank

Mounting signs that the global business cycle is peaking * We expect a pause in the equity bull market and that risk factors move back to the fore * We still expect the bond bear market is over for now * Fading reflation supportive for the USD. We expect short-term USD strength but weakening longer term * Positive start to Trump-Xi meeting - but differences on trade will come in to focus in H2

Global Week Ahead – Scotiabank

Canada: A serially disappointed Bank of Canada * US: A not so good Friday * Europe: Is UK core inflation still on the up and up? * LatAm: Accelerated easing in Brazil? * Asia: China’s reflation red herring

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Bond Yields Will Fall When the Equity Bubble Bursts

Macro Weekly – ABN AMRO

The US Fed  has started talking about its exit strategy again. Perhaps it does not need to reduce its Treasury holdings by much * Global economic conditions remain firm, though some data disappoints * Chinese FX reserves stable in March, suggesting improved efficiency of capital flows or less pressure to move money out of the country

Speculative Positioning – Marc Chandler

Shift in Gross Speculative Positioning Reveals Changing Sentiment

FX Outlook – Marc Chandler

Dollar Recovery Can Continue, while the 10-year Yield is Set to Rise

Macro Comment – Marc Chandler

 

Weekly Summary – Urban Carmel

US indices made their all-time high in early March; aside from the Nasdaq, which made new highs this week, these indices have since moved sideways. SPX has alternated up and down 5 weeks in a row, producing little net gain. Seasonality is particularly strong in April, so a fuller retest of the March highs might still be ahead this month. And indications that 2017 will be a good year for equities continue to add up. But there is a notable set up in place for the first correction since November to trigger. This week is likely to be pivotal.