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Sunday, August 20

20th 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
'Bannon Bounce' Fails To Correct 'Cohn Crash' As Nasdaq Drops For 4th Straight Week

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Saber Rattling Keeps Equity Fund Investors on the Sidelines for the Week

Earnings Insight Aug 11 – Factset

This Week in Earnings 17Q2 | Aug 18 Lipper Alpha

S&P 500 Earnings Dashboard | Aug 18Lipper Alpha

Week Ahead: Looking for clues from Jackson Hole Nordea
Janet Yellen and Mario Draghi will be among the Jackson Hole speakers. Breaking news seems unlikely, but even details can move markets. From the Nordics, we expect strong employment numbers out of Sweden and solid a Norwegian GDP report.

Weekly Focus Danske Bank
Jackson Hole * PMI’s and IFO

Strategy Danske Bank
We stress that risks to our newly updated yield forecasts are that the drivers we see for higher
yields in 2018 materialise much earlier than we forecast.  This is especially the case for the US
fixed income market. * First of all, our business cycle model, Macroscope, is predicting that the US economy will re-accelerate in the coming months. This is contrary to market consensus. * Secondly, we are in a situation where the market is positioned for lower yields. When the market is caught wrong-footed it often leads to exaggerated moves. * Thirdly, the market has flattened the US money market curve and has only priced a 40% probability of a new rate hike this year. We think the market underestimates the risk of a December rate hike. The 5y point of the US curve is
most exposed.

Global Week Ahead Scotiabank
US: No Yellen? * Canada: Moderation or end of the party? * LatAm: Peru’s stabilizing economy * Asia: Bank Indonesia may ease again * Europe: Divergent growth signals

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Jobless Rate’s Waning Influence on Inflation and the Fed

Macro Weekly ABN AMRO
Normalisation of monetary policy key uncertainty in period ahead * Odds of Trump not serving a full term are shortening * Stellar growth of the Dutch economy

Speculative PositioningMarc Chandler
Speculators Add to Sterling and Peso Shorts, While Cutting Euro and Canadian Dollar Longs

FX OutlookMarc Chandler
Is the Dollar's August Consolidation Drawing to a Close?

Macro CommentMarc Chandler
Transitioning to a New Phase

FX weekly: Q4 is the USD-quarterNordea
USD is about to see some tailwind from improvements in US macro and from USD-scarcity in Q4, while we see several reasons to fade the post inflation rally in SEK.