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Saturday, May 20

20th 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
Trump Turmoil Trounces Bullard Bullshit As Dollar Dives To 6-Month Lows

[video] ­­­Bloomberg’s What'd You MissBB

U.S. Weekly Fund Flows Report Lipper Alpha Insight
Funds Take in $7.6 Billion of Net New Money
Earnings Insight May-19Factset

EcoWeekBNP Paribas
US: Manufacturing output jumped in April. Still the recovery remains unimpressive. Will low oil prices support or slow the revival? Eurozone: Should we believe in inflation recovery by year-end?

Week AheadNordea
Next week’s highlight will be the OPEC meeting on Thursday. The investigation around Trump and approaching central bank meetings and related speeches will also gain market attention.

Weekly FocusDanske Bank
US: May FOMC minutes, PMI. Europe: May PMI, inflation

StrategyDanske Bank
Volatility in markets is set to become more volatile as the cycle turns lower * The USD’s fall and
EUR’s strength is as expected given the divergence in economic performance * We remain medium-term EUR/USD bullish * Expect FI markets to range-trade with a possible slight bullish bias near term on the lower cycle and falling inflation expectations * We have turned near-term bearish on equities as we are in the interim period between two reflation periods

Global Week AheadScotiabank
US: Do not take the Wednesday off * Canada: Not contagious * Asia: Central bank inaction * Europe: Fool me once…

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Lower Bond Yields Ward Off Wider Spreads

Macro WeeklyABN AMRO
The appointment of Robert Mueller as investigator into the Russia links of the Trump entourage can bring some calm in the political turmoil * The US (and global) economy is strong enough to withstand political uncertainty, but an impeachment (procedure) will be negative for sentiment and for the economy * Europe and Japan doing well, growth in China has peaked

Speculative Positioning Marc Chandler

Yen and Aussie Bears Push Forward, while Sterling Bears Continue to Run for Cover
FX OutlookMarc Chandler
Greenback Stays on Defense

Macro CommentMarc Chandler

Nothing Like A Good US Drama