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Sunday, December 10

10th Dec - Weekly Support: Central bank week

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

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Weekly Market ReviewZH
Precious Metals Pounded As Bitcoin Soars To Best Week Since 2013

U.S. Weekly Fund Flows Report Dec 8 – Lipper Alpha
Funds Experience Positive Net Flows for the Fifth Consecutive Week

Earnings Insight Dec 8Factset

EcoWeekBNP Paribas
US: Self-reinforcing curve inversion worries? The US treasury curve has flattened significantly this year. Historically such a flattening has been a good leading indicator of recessions. The signal has become less reliable but the question remains whether it will end up influencing confidence about the outlook.

Week Ahead: Forward guidance Nordea
Fed, ECB, BoE and Norges Bank meetings will take centre stage in a week that will be loaded with interesting event and key figures, including US and Swedish CPI, Euro-area flash PMIs and not to forget the EU / Euro Summit.

Weekly Focus: Central bank meetings for Christmas Danske Bank
A very busy central bank week ahead, with Fed, ECB, BoE and Norges Bank meetings coming up. We expect only the Fed to change its policy rate, hiking the target range to 1.25-1.50%. Inflation data from the US, UK, Japan, Denmark, Sweden and Norway. We expect EU leaders to say that the UK and EU can start discussing the future relationship at next week’s EU summit. Focus remains on US tax reform and whether the Republicans are able to pass it already before Christmas.

Strategy: Where to make money in 2018 Danske Bank
We expect the global expansion to continue lending support to profits and risk assets * We do not project a bond bear market, though. Rather we look for more US curve flattening * Credit spreads are set to narrow further on a search for yield and low default rates * In the FX space, we look for a weaker USD and a stronger GBP and NOK in 2018.

Global Week AheadScotiabank
US: Yellen’s swan song - The Fed Will Kick Off A Rush Of Global Central Bank Decisions
LatAm: Still Divergent Central Banks? * Canada: Buy, Sell Or Hold? * Asia: Informing Key Regional Debates * Europe: Divine Apocalypse Averted

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
High-Yield Borrowing May Slow Following 2017’s Boom

Macro Weekly: Capex the key ABN AMRO
Various statisticians revising capex etc higher * Industrial output and trade generally stronger, except in Germany * Brexit moves to the next phase

Weekly Market SummaryThe Fat Pitch
SPX, NYSE and DJIA made new all-time highs this week. This augurs well for the months ahead.

Weekly Market CommentMarc Chandler
Dollar Posted Advancing Week Ahead of the Last Big Week of the Year

Weekly Macro CommentMarc Chandler
FOMC and ECB Highlight Central Banks' Last Meetings of the Year

FX Weekly: The year-end liquidity shrink Nordea
Basis swaps augur further USD upside – especially on infrastructure or super-core talk, but Scandi currencies could prove to be decent buys ahead of Q1. While we like the JPY we remain negative on the commodity currencies.