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Sunday, August 13

13th Aug - 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
Small Cap Stocks Suffer Worst Week In 18 Months As Retailer Rout Returns, Credit Crashes

U.S. Weekly Fund Flows ReportLipper Alpha Insight

Earnings Insight Aug 11Factset

This Week in Earnings 17Q2 | Aug 11 Lipper Alpha

S&P 500 Earnings Dashboard | Aug 11Lipper Alpha

Week Ahead: Back to fundamentals?Nordea
Next week offers Fed minutes, European GDP numbers, lots of Chinese data and Swedish inflation. But whether markets will actually be driven by fundamentals depends on how the conflict between the US and North Korea plays out.

Weekly Focus: Market concern grows as North Korea tension risesDanske Bank
ECB and FOMC minutes * US consumer confidence * UK inflation * Chinese industrial production

Strategy: Don’t get carried away by North Korean market volatility Danske Bank
A military confrontation between US and North Korea is a low-probability but high-impact event
for markets * Current risk aversion is likely to be temporary although it will be bumpy and headline-driven * If there is a military confrontation, we would expect an acceleration of this week’s price action * Our quantitative business cycle model signals that the US is gaining speed * A pick-up in US growth suggests that US yields and equities should head higher when North Korean tensions fade

Global Week AheadScotiabank
Asia: Three opportunities for North Korean tensions to ease – or not * Canada: What’s on the menu? * US: Relatively soon, or not * Europe: German growth, UK inflation should both peak over 2017 H2 * LatAm: Cry for Argentina?

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Swelling of low-grade spreads looms

Macro Weekly ABN AMRO
Anxiety over North Korea * US inflation falls marginally short of expectations…again * Chinese reserves continue to recover

FX OutlookMarc Chandler
Synthetic FX View--Macro and Prices

FX weekly: In the year 2525Nordea
NK worries have triggered a jump in volatility, but more than rhetoric is needed to keep the market on its toes. Elsewhere, Swedish inflation will surge, just as dollar scarcity could be starting to loom.