Google Analytics

Sunday, June 25

25th 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 ReviewZH
Banks Battered, Biotechs Best As Yield Curve Crashes To 10-Year Lows

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Funds Suffer Worst Weekly Net Outflows of the Year So Far

Earnings Insight June-23Factset

EcoWeekBNP Paribas
France: in better shape * China : China A shares in MSCI index

Week Ahead: Traces of oil in inflation numbers Nordea
We expect the drop in oil prices to be reflected in Euro-area and Japanese inflation data. In the US, the focus will be on core PCE inflation. Retail sales numbers will come out of Sweden and Norway.

Weekly Focus: Inflation pressure still missing Danske Bank
US and EZ inflation readings * German IFO

Strategy: Oil, inflation expectations and the cycle Danske Bank
Supply/demand dynamics suggest the oil price may fall further near term * Falling inflation expectations are driven by weaker demand and lack of monetary policy response * A hard Brexit is still the most likely outcome * Stay tactically long USD, slightly bearish equities * Expect core global yields to range trade with a possibly slight upside bias in the US

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s

Macro Weekly: Unusual gap between EZ and US confidence ABN AMRO
With the volatility of recent months now probably behind us, the most remarkable trend is the widening gap between eurozone and US manufacturing confidence * World trade was weak in April, but Asian May data suggests a material improvement has occurred in global trade in May * Brexit negotiations off to a decent start * A further fall of oil prices should not do the dame damage as in 2014/15

Speculative PositioningMarc Chandler
Surge in Positioning amid Currency Contract Roll

FX Outlook Marc Chandler
Dollar Upticks Fragile Without Interest Rate Support

Macro CommentMarc Chandler
Drivers: A Couple Things that Aren't on Your Economic Calendar

FX weekly: Another lowflation week?Nordea
With dropping oil prices and falling inflation expectations, next week’s price data from both the US and the EA is eagerly anticipated. Low volatility and carry positioning are consensus positions heading into the summer dull, could we see up-sets?