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Sunday, December 17

17th Dec - Weekly Support

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

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Earnings Insight Dec 14Factset

US Weekly FundFlows InsightLipper Alpha
Despite New Market Highs, Investors Are Net Redeemers of Equity Funds for the Week

S&P 500 Earnings Dashboard | Dec 12Lipper Alpha

Stoxx 600 Earnings Outlook | Dec 12  Lipper Alpha

EcoWeekBNP Paribas
The ECB is upbeat on the growth outlook but considers that inflation remains subdued. Nevertheless, it still expects inflation to rise to 1.7% in 2020. The refusal to label this as being sufficiently close to its objective reflects a cautious attitude as well as an effort of being vague for a good reason.

Week Ahead: Big central banks on cruise control Nordea
Fed, ECB and Norges Bank behind us, Riksbanken, Ifo, US Tax reform and China politics ahead.

Weekly Focus: More central bank meetings Danske Bank
Riksbank has to decide whether to end QE and it is a close call * Higher wage growth is key to realise inflation target; euro area wage data for Q3 on Tuesday should be watched closely * US is likely to show slightly higher inflation * BoJ expected to announce unchanged policy but might comment on recent tightening speculation.

Strategy: Strong economy and low rates continue Danske Bank
Recent economic data releases support our view that the global expansion continues, not least in the euro area, where PMIs have been very strong in Q4 * It is too early for markets to price out Brexit risk just yet but it is positive that negotiations are moving forward * Central bank meetings support our view that global monetary policy tightening will be gradual * The environment is positive for risk assets such as equities; we believe EUR/USD will move higher and yields will stay low

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
Dangers Lurk Amid 2018’s Positive Outlook
Weekly Market Summary – The Fat Pitch

Weekly Market Comment Marc Chandler
Dollar Recoups FOMC-Sparked Losses

Weekly Macro CommentMarc Chandler
Policy Mix Underlines Positive Fundamental Backdrop for the Dollar