Google Analytics

Saturday, September 16

16th 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
Quad Witch 'Pins' S&P At Exactly 2500 Despite Dismal Data, Nukes, & Terrorism

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Fund Investors Remain Risk Averse for the Week

Earnings Insight Sep 15Factset

This Week in Earnings 17Q2 | Sep 15 Lipper Alpha

S&P 500 Earnings Dashboard | Sep 12Lipper Alpha

EcoWeek BNP Paribas
US: The Fed will probably announce the start of the reduction of its balance sheet at its meeting next week. Although not without risks, markets are relaxed about it. Fed forward guidance and rate decisions are more important than the balance sheet * EZ: Recent economic indicators published in the Eurozone confirm the solidity of the recovery.

Week Ahead: The big central bank unwind Nordea
Next week’s key events include the Fed meeting, the German election, Euro-area PMI, Norges Bank’s rate decision, the Swedish government budget bill and Riksbank minutes.

Weekly Focus: A tale of three central-bank camps Danske Bank
Wed: FOMC to announce “quantitative tightening” and signal one more rate hike in 2017 * Fri: European purchasing manager indices to drop a little but still strong

Strategy: Event risk to the fore Danske Bank
Central bankers look increasingly divided into those in the ‘exit’ camp (Fed, BoE, ECB), those in the ‘no exit camp’ (BoJ, SNB), and those in between (Riksbank, Norges Bank) * While the Fed looks determined to hike in December, it is unlikely to drive a major sell-off in EUR/USD * And watch out for the Riksbank: it may be next to join the ‘exit’ camp

Global Week AheadScotiabank
US: FOMC likely to begin reducing reinvestment * Canada: Move on people! * LatAm: Some unfinished business * Europe: Drafting a letter * Asia: Will Bank of Indonesia cut again?

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
What Might Trigger the Next Market Plunge?

Macro Weekly ABN AMRO
Eurozone economy humming along nicely * Very weak US data at least partly related to Harvey * China’s gradual slowdown continues

Speculative Positioning – Marc Chandler

FX Outlook – Marc Chandler

Macro Comment – Marc Chandler

FX weekly – Nordea

Weekly SummaryUrban Carmel
The major US indices all recorded new all-time highs (ATH) this week. The very broad NYSE, covering 2800 stocks, also made a new ATH, suggesting the rally is supported by adequate breadth. Longer-term studies and the fundamental macro data continue to indicate that further upside into year-end is odds-on. Remarkably, a new survey shows that fund managers are the most underweight US equities in 10 years, despite the SPX rising 9 of the last 10 months by an impressive 17%.