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Sunday, December 3

3rd Dec - 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
Stock Markets Mueller'd As Yield Curve Collapse Continues

U.S. Weekly Fund Flows Report Dec 1Lipper Alpha
Investors Pad the Coffers of Money Market Funds During the Thanksgiving Holiday Flows Week

Earnings Insight Dec 1Factset

This Week in Earnings 17Q3 | Dec 1Lipper Alpha

EcoWeekBNP Paribas
The ECB’s Financial Stability Review expresses concern about increased risk-taking behaviour in financial markets. Such behaviour increases the sensitivity of markets to unexpected developments in the economy. Accommodative monetary policy is a balancing act when growth is robust, inflation low and asset valuations rich.

Week Ahead: Expect solid US payrolls and earnings numbers Nordea
We expect solid US payrolls and earnings numbers underpinning the case for a rate hike in December and more hikes next year. The Nordic housing saga will continue with Norwegian house price data. We don’t think that the drop in house prices is over.

Weekly Focus: Weakening Nordic housing markets Danske Bank
Monday: Brexit phase 1 deadline, Friday: US jobs

Strategy: Bond yield conundrum vol 2 Danske Bank
US curve flattening continues; and we look at possible explanations. We believe the factors that have driven the flattening, including expected market pricing of more Fed hikes in 2018, in a low
inflation environment will continue to flatten the US curve over the next couple of quarters.

Global Week AheadScotiabank
US: Political risk vs tax reform * Europe: Is growth improving?

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
2018 Outlooks for Defaults and Profits Imply Ample Liquidity

Weekly Market SummaryThe Fat Pitch
All of the US equity indices made new all-time highs this week, for the first time since mid-October.  SPX and DJIA have risen 8 months in a row. By some measures, investor sentiment is more bullish now than at any other time in more than a year, driven, apparently, by enthusiasm for tax reform legislation. The current uptrend is extended, and may be getting ready to take a short break, but further gains are likely during the first several months of 2018.

Weekly Market CommentMarc Chandler
Greenback Shakes on US Political Developments: Now What?

Weekly Macro CommentMarc Chandler
Politics may Continue to Overshadow Economics

FX Weekly: 3 reasons why EUR/USD is not trading lower Nordea
US politics get a lot of the blame for the current re-weakening of the USD, but there are also other explanations . And with another week of weakening SEK and in particular NOK, we take a look at Scandi-pricing from a historical perspective.