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Sunday, May 14

14th May - 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
Stocks Sink Despite VIX Records As Economic Data Collapse Continues

[video] ­­­Bloomberg’s What'd You MissBB
[video] Equity Week in ReviewBB
Retail, Valuations and Earnings

EcoWeekBNP Paribas
Eurozone’s favourable cyclical environment

Week AheadNordea
Political risks eased with Macron’s victory. Global equities are at a record high, while the VIX is at a 24-year low. Can inflation numbers prompt fears that the major central banks will be forced to end the party? Focus on Sweden + Norway next week.

Weekly FocusDanske Bank
UK, EZ inflation

StrategyDanske Bank
Chinese growth is slowing down and the downside risks from financial stress are rising * This
points to a weaker global cycle, less tailwind to risk assets and downward pressure on bond yields * We do not believe the euro area PMI can continue to decouple from US and China PMI

Global Week AheadScotiabank
Canada: inflation vs growth * US: is reflation done? * Europe: politics of UK inflation * Asia: China’s credit cycle and growth dynamics

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Much Doubt Surrounds VIX Index’s Optimism

Macro WeeklyABN AMRO
Eurozone hard data looking better * US confidence data softer, but underlying growth remains firm * China slowing, but domestic momentum elsewhere strong enough to cope

Speculative Positioning Marc Chandler
Significant Position Adjustment in the Currency Futures

FX OutlookMarc Chandler
Disappointing Data Clouds Dollar's Near-Term Outlook