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Sunday, August 6

6th 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
Dow Gains 600 Points In 9 Days; S&P, Bonds, Gold & Dollar Unchanged

U.S. Weekly Fund Flows ReportLipper Alpha Insight
For the Week Fund Investors Turn to Conservative Assets

Earnings Insight Aug 4Factset

This Week in Earnings 17Q2 | Aug 4 Lipper Alpha
S&P 500 Earnings Dashboard | Aug 4Lipper Alpha

EcoWeekBNP Paribas
The IMF projects world growth to accelerate slightly. In the short-run, risks are on the upside, thanks to the European rebound. In the medium term, risks are on the downside. * News about monetary policy news influences asset prices via changes in expected cash-flows, the risk-free rate of interest and the required risk premium. Big fluctuations in the risk premium explain why asset prices are more volatile than news about ‘fundamentals’. These fluctuations reflect the heterogeneous nature of market participants.

Week Ahead Nordea
Regarding the major economies, the focus next week will be on US inflation. The Nordics hold Swedish production and Norwegian inflation numbers in store.

Weekly Focus: Investment recovery to boost growthDanske Bank
US CPI, German industrial production, China’s currency reserve/trade/inflation

Strategy: Capex set to add support to recoveryDanske Bank
The outlook for global investments is becoming more positive * A self-reinforcing capex recovery
could strengthen global growth and leaves upside risk to our global growth forecasts * We look for equities and bond yields to range trade before moving higher next year * EUR/USD to continue higher

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s

Macro Weekly ABN AMRO
Industrial output growth strong in many countries * US and UK lagging * UK looking vulnerable, is it Brexit-fear? * Confidence indicators are turning down, where to next?

Speculative PositioningMarc Chandler
Speculators Press Ahead with Dollar-Bloc Currencies, but Hesitate with Euro and Yen

FX OutlookMarc Chandler
Dollar Approached the Precipice and Paused

Macro Comment – Marc Chandler

FX weekly – Nordea

Weekly Summary – Urban Carmel