Google Analytics

Sunday, September 10

10th Sep - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

Follow ‘MoreLiver’ on Twitter

Weekly Market ReviewZH
Kim, Don, Gary, & Irma Spark Dollar Exodus As Gold Gains Most Since Brexit

U.S. Weekly Fund Flows ReportLipper Alpha Insight

Earnings Insight Sep 8Factset

This Week in Earnings 17Q2 | Sep 8 Lipper Alpha

S&P 500 Earnings Dashboard | Aug 31 – Lipper Alpha

EcoWeek BNP Paribas
Financial markets are very much influenced by expectations about monetary policy. The recent euro strength reflects anticipations of a scaling back of the ECB’s asset purchase programme. Market anticipations complicate the ECB’s task.

Week Ahead: Rising geopolitical risks amid CPI week?Nordea
Geopolitical risks could continue to impact financial markets in the coming week when the UN Security Council meeting on North Korea takes place. In terms of data, CPI prints are the highlight in several countries including the US and the Nordics.

Weekly Focus: Focus on inflation prints Danske Bank

Strategy: Event risk to the fore Danske Bank
Combination of strong global PMIs and postponement of US debt limit risk is good for equities *  Trump’s deal on the debt limit means that the return of USD scarcity is postponed, likely until next year * Any dips in EUR/USD should be shallow and short-lived * EUR yields to range trade before rising next year, as markets price in an ECB tapering premium * Fed to begin quantitative tightening at upcoming meeting but direction next year uncertain due to vacant seats.

Global Week AheadScotiabank
US: Irma’s painful aftermath * Canada: Something old, something new * LatAm: At or nearing the end * Europe: Hawks and doves consider data for Brexit * Asia: 1+6=?

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Jobs, VIX and Defaults Move Together

Macro Weekly:  Goldilocks is back, but clouds are never far ABN AMRO
Stronger than expected growth so far this year everywhere * No signs of imminent slowing * Subdued inflation * But significant uncertainties easy to identify
FX OutlookMarc Chandler
Dollar Losses Accelerate, Adjustment not Over

Macro CommentMarc Chandler
Forces of Movement in FX: The Week Ahead

FX weeklyNordea
Trumps short-term deal on the debt ceiling has made the whole USD-liquidity picture a lot muddier to forecast. When will the tighter USD liquidity kick in? And also, don’t buy the SEK (yet).