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Sunday, January 21

21st Jan - Weekly Support

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Weekly Market Review ZH

Earnings Insight | Jan 19Factset

US Weekly FundFlows | Jan 19 Lipper Alpha

This Week in Earnings 17Q4 | Jan 19Lipper Alpha

S&P 500 Earnings Dashboard | Jan 19Lipper Alpha

EcoWeekBNP Paribas
The euro has strengthened as of late despite the widening interest rate differential with the US * Several ECB Governing Council members have expressed unease about this appreciation * The
impact on inflation and growth should be small

Week Ahead: Draghi’s show Nordea
Bond yields have been marching higher, but the uptrend will be challenged * Did you notice this week’s US data setbacks? * ECB decision and Euro PMIs in focus

Weekly Focus Danske Bank
Tue: Bank of Japan meeting, no changes expected Thu: ECB meeting, guidance should remain unchanged

Weekly StrategyDanske Bank
The 5Y point is the pivotal point on the EUR curve. This is right after the textbook and the normal
pattern we see when monetary policy is about to change in either direction.

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
Surging Equities and Thinner Spreads Favor Higher Treasury Yields

Macro Weekly: Changing my view on Trump ABN AMRO
Draghi likely to try and ease fears for early policy reversal * PPIs are moving sideways all over the place * Don’t worry (too much) about a US government shutdown
Weekly Market CommentMarc Chandler
The Dollar's Technical Condition Leaves it Vulnerable to ECB and BOJ

Weekly Macro CommentMarc Chandler
ECB and BOJ Meetings Could be Key to Dollar Direction

FX Weekly Nordea
Could one explanation of the rising EUR/USD be that the Democrats gained momentum in polls ahead of this year’s midterms? And will the housing fog dissipate quickly enough to prompt further gains in Scandis?