Google Analytics

Sunday, June 18

18th Jun - Weekly Support

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

Follow ‘MoreLiver’ on Twitter

Weekly ScoreboardBetween The Hedges

Weekly Market Review – ZH

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Despite Tech Slide, Long-Term Funds Attract Net New Money

Earnings Insight June-9Factset

EcoWeekBNP Paribas
The Fed increases the Fed Fund Target rate, announces plans to downsize its securities holdings. Meanwhile, inflation keeps on slowing down... *

Week Ahead Nordea
The Brexit talks will start on Monday. Norges Bank will be on hold and the main question concerns the rate path. On the data side, Sweden will publish a lot in an otherwise rather calm week. China might finally be included in the MSCI index.

Weekly Focus: Signals of weaker growth Danske Bank
Fed speakers and purchasing manager indices

Strategy: Fed heading for the exit doorDanske Bank
The Fed strikes a hawkish tone, hiking rates and setting out its balance sheet reduction, rating the tightening labour markets as more important than recent weak inflation prints * Further flattening of the US yield curve likely. We maintain our equity call of ‘sell-on-rallies’ near-term as well as our tactical bearish EUR/USD trade recommendation * We see rising risk from China to the global outlook

Global Week AheadScotiabank
Canada: Inflation falling, BoC rising? * US: The Fed  has more explaining to do * Asia: Are Chinese property markets colling? * Europe: What does Carney think?

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Falling Jobless Rate Thins Spreads, but Fails to Spur Inflation or Spending

Macro Weekly:  The reappearance of Goldilocks ABN AMRO
US inflation comes down again,  Fed is sticking to its guns – for now * Eurozone economy remains robust * UK starting to see effects of Brexit and FX weakness * China’s slowdown remains slow

Speculative PositioningMarc Chandler
Specs Cut Euro, Yen, and Aussie Exposure and Do Little Else

FX Outlook Marc Chandler
Greenback Still Trying To Turn

Macro CommentMarc Chandler
Events Not Data Key Week Ahead

FX weekly: No Fed put?Nordea
The monetary policy convergence theme just went kaput. We think markets will be more eventful than "watching paint dry", especially as "the Fed put" might be no more, are EEM & FANGs sending warning signs?

Weekly SummaryUrban Carmel
Most of the US indices made new all-time highs this week. SPY is making 'higher highs' and 'higher lows' and is above all of its rising moving averages; this is the definition of an uptrend. Moreover, the cumulative advance-decline lines made new highs this week, indicating that breadth generally remains supportive. Net, there appears to be little reason to suspect the indices have reached an important top.