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Saturday, August 26

26th 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
Jackson Hole'd - Dollar Dumps To 2-Year Lows After 2 Million Ounce Gold Flush

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Funds Take in Net New Money for the Fifth Straight Week

This Week in Earnings 17Q2 | Aug 25 Lipper Alpha

S&P 500 Earnings Dashboard | Aug 25Lipper Alpha

Week Ahead: Focus on payrolls and inflation Nordea
With important Fed and ECB meetings coming up in September, next week’s key figures – US payrolls/wages and Euro-area inflation – will be scrutinised. From the Nordics, we get wage numbers out of Sweden and unemployment from Norway.

Weekly Focus: Strength of the global business cycle Danske Bank
EZ inflation and unemployment * Third round of Brexit negotiations begins * US PCE, jobs, ISM

Strategy: How mature is the global business cycle really? Danske Bank
The global economy is seeing positive momentum and major central banks are unlikely to put significant brakes on the expansion for now * This should support risk assets near term and we recommend buying equities on dips * Expectations on Trump’s growth-friendly reform agenda are at a minimum and can only surprise on the upside to some extent * The EUR/USD is set to range-trade near term but head for 1.30 in coming years.

Global Week AheadScotiabank
US: Back to fundamentals * Canada: Dig beneath the GDP headline * LatAm: More rate cuts in Colombia * Europe: Post-Draghi inflation watch * Asia: Not the be outdone by other regions

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s

Macro Weekly ABN AMRO
Stop Harassing Mr Draghi * Business confidence in the US and the eurozone diverging? * Three risks to encouraging global picture

Speculative Positioning Marc Chandler
Sterling Bears Press, but Too Much?
FX OutlookMarc Chandler
After Consolidating in August, the Dollar Slide Continues

Macro CommentMarc Chandler
Three drivers in the week ahead

FX weekly: USD in the (Jackson) hole Nordea

Draghi saying nothing at all is enough for EUR/USD to keep on heading up up up at the moment, so when will he and the ECB realize that they have to say something? And the GBP weakens no matter what Theresa May says.