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Saturday, September 2

2nd Sep - 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
Floods, Nukes, & Pitiful Payrolls Spark Best Week For Stocks In 2017

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Despite Increased Volatility During the Week, Investors Return to Equity Funds

Earnings Insight Sep 1Factset

This Week in Earnings 17Q2 | Sep 1 Lipper Alpha

S&P 500 Earnings Dashboard | Aug 31Lipper Alpha

EcoWeek: After the words, time for actionBNP Paribas
The economic policy agenda for the remainder of the year is well-filled. The ECB will clarify its intention regarding its QE program. The Federal Reserve is expected to start reducing the size of its balance sheet. Eyes are also turned towards the US (tax cuts?), France and Germany.

Week Ahead: What now, ECB and Riksbank? Nordea
We expect the ECB next Thursday to prepare the ground for a tapering decision in late October. The Riksbank will probably leave policy rates and the rate path unchanged. Exchange rate considerations are important for both central banks.

Weekly Focus: Strong EUR is a headache for ECB Danske Bank
No news from the ECB, but clues how problematic EUR strength is * No news from Riksbank * German elections in only three weeks

Strategy: Event risk to the fore Danske Bank
North Korea, looming US debt limit and Hurricane Harvey have put event risk to the fore lately * We look for the US debt limit issue to intensify over the next month and keep a lid on risk appetite and bond yields - but we see a relief rally in risk on the other side * EUR/USD trend set to continue higher, buy on dips 

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s

Macro Weekly ABN AMRO
While geopolitics are driving the news flow on North Korea, and economic data on the country are scarce and unreliable, we try to give some insights into economic developments.  Coal exports to China have stopped completely but total imports look to have been quite unaffected so far.  Rising trade deficit will likely put more pressure on the regime.

Speculative PositioningMarc Chandler
Speculators Make Minor Position Adjustments, but Like that Aussie
FX OutlookMarc Chandler
Dollar Whipsaws Confuse Technical Picture

Macro Comment Marc Chandler

Three Central Banks Dominate the Week Ahead

FX weeklyNordea

Its the week of the strong currencies. By how much will the ECB dare to revise their inflation forecast down? That is the biggest question for EUR/USD that still looks like a decent buy on charts. And SEK will be a worry for the Riksbank still.