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Saturday, January 13

13th Jan - 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 Surge To Best Start In 30 Years; Bitcoin, Bonds & Dollar Battered

Earnings Insight | Jan 12Factset

US Weekly FundFlows | Jan 12 Lipper Alpha
Equity Funds and Taxable Bond Funds Drive Weekly Net Inflows

This Week in Earnings 17Q4 | Jan 12Lipper Alpha

S&P 500 Earnings Dashboard | Jan 12Lipper Alpha

EcoWeekBNP Paribas
Eurozone growth has been robust in 2017 and the growth acceleration has been pretty much shared across eurozone members. The cross-country dispersion of cyclical performance indicators has narrowed compared to the cyclical peak but has increased in 2017. A favorable cyclical environment is a good opportunity to undertake policies aimed at narrowing structural dispersion.

Week Ahead: Rock and roll from BoC and BoJ? Nordea
Market narrative has shifted to risks of a bond market meltdown from yield curve worries * The coming week potentially offers rock and roll from BoC and BoJ * Swedish house price release to help alleviate Scandi housing fears

Weekly Focus: Strong start to 2018 amid increasing US-China tensionsDanske Bank
Quiet week on news front * US industrial production and Fed speeches unlikely to change outlook

Weekly StrategyDanske Bank
We are still positive on equities, as global growth remains solid, although the acceleration phase is likely to be over soon * Inflation remains one of the most important topics this year. Despite higher oil prices, we expect core inflation to remain subdued * In our view, markets have priced
the ECB too aggressively, as we expect the first ECB hike in Q2 19 * Increasing tension between the US and China is a cause for concern

Global Week AheadScotiabank
US: government shutdown talks, Q4 earnings season begins, Monday holiday * Euro area: what the ECB does after September – core inflation remains subdued, but guidance is tightening

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
Stocks and Spreads May Transcend Higher Treasury Yields

Macro Weekly: Changing my view on Trump ABN AMRO
Talk of quantitative tightening misses the point * No fundamental justification for materially higher bond yields * Eurozone growth gaining further momentum * US inflation neither a victory for optimists nor for pessimists * Chinese import growth sharply lower, but no cause for concern

Top 5 Things to Watch This
U.S. Housing Data * China Q4 GDP * Euro Zone Consumer Prices * UK CPI Figures * Bank of Canada Rate Decision

Weekly Market SummaryThe Fat Pitch

All of the US indices made new all-time highs this week. Equities outside the US are performing even better. The dominant trend remains higher, underpinned by strong economic data, earnings that are being revised higher and equity breadth that is expanding.

Weekly Market CommentMarc Chandler
Dollar Bears Tighten Their Grip

Weekly Macro CommentMarc Chandler
Drivers and Views

FX Weekly: Is 1.25 the new 1.20?Nordea
EUR/USD has broken above its 2017 high and is now again markedly stronger than the ECB anticipated. For how long will they accept that, if EUR/USD is not helped lower by other factors?
Weekly Market Summary – The Fat Pitch