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Sunday, November 5

5th Nov - Weekly Support

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

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Weekly Market ReviewZH
Stocks Shrug At Trump Tax Plan As VIX Collapses To Record Low

U.S. Weekly Fund Flows ReportLipper Alpha
Funds See Coffers Shrink by Almost $18 Billion

Earnings Insight Nov 3Factset

This Week in Earnings 17Q3 | Nov 3Lipper Alpha

S&P 500 Earnings Dashboard | Oct 31Lipper Alpha

Stoxx 600 Earnings Outlook | Oct 31Lipper Alpha

EcoWeekBNP Paribas
The euro area Economic Sentiment Index is at its highest level since January 2001 and the growth outlook is robust. However, the historical experience of the ESI once the peak had been passed is quite diverse: weaker data not only reflect but also contribute to an increase in uncertainty.

Week Ahead: Trump goes to AsiaNordea
In a week with little important data from the major economies, Donald Trump’s visit to Asia – and China in particular – will get full attention. Nordic data include Danish and Norwegian inflation as well as Swedish production.

Weekly Focus: Low volatility in markets and global economy Danske Bank
Quiet week with no big movers. Brexit negotiations continue on Thursday. China releases inflation and FX reserve data.

Strategy: Low volatility favours hunt for yieldDanske Bank
Volatility has continued to fall, as central bank predictability is considered high and as the macroeconomic outlook looks increasingly stable * We argue that it bodes well for continued focus on ‘carry’ or ‘hunt for yield’ strategies * ‘Hunt for yield’, ECB QE and a solid budget surplus also mitigate the upside pressure on German long yields from the macro economy * The IMF warns ‘financial products tied to equity volatility [bought] by investors such as pension funds are creating unknown risks that could result in severe  shock to financial markets’.

Global Week AheadScotiabank
Europe: Too much of a good thing in Germany? * US: Into the aftermath * Asia: Central bank week

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Slower Labor Costs and Pricier Metals Help Stocks Soar 

Macro Weekly: Highest since ABN AMRO
Recently published data suggests global growth is set to remain robust * Inflation indicators continue to be very benign * Nomination of Powell for Fed chair suggests continuity of monetary policy

Weekly Market SummaryThe Fat Pitch
The major US indices closed at new all-time highs (ATH) again this week, led by the surging technology-heavy Nasdaq. SPX is now higher 7 months in a row; that level of momentum has not marked a bull market high.

Weekly Market OutlookMarc Chandler
Without More Interest Rate Support, the Dollar may Falter

FX weekly: – Nordea