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Sunday, January 28

28th Jan - Weekly Support: Payrolls, inflation, Fed

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

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Weekly Market ReviewZH
Stocks Storm To Best Start Since 1987 Amid Dollar-Devastation

Earnings Insight | Jan 25Factset

US Weekly FundFlows | Jan 26
Lipper Alpha
Equity Funds Pace Positive Weekly Net Inflows

This Week in Earnings 17Q4 | Jan 26Lipper Alpha

S&P 500 Earnings Dashboard | Jan 25Lipper Alpha

Key things to watch in Developed Markets next week ING

BNP Paribas
Eurozone growth is robust * Sentiment indicators and the drivers of final demand all point towards
ongoing strength * At some point however, growth will slow down * Whether this will cause a jump in uncertainty very much will depend on the financial environment

Week Ahead: All aboard the taper train Nordea
Risky assets are melting up while the dollar is melting down * Yellen should take away the punch bowl, but won’t * Euro-area and US inflation rates in focus

Weekly Focus: The end of the Yellen era Danske Bank
We do not expect the Fed to change rates on Wednesday, nor any major change to its statement, as the market has priced in three hikes this year already in line with the Fed's rate expectations.

Weekly Strategy: USD weakening and trade frictions here to stayDanske Bank
Risk sentiment off to a strong start supported by strong fundamentals * Strong data out of the US and euro area * USD weakening has further to go * Bond yields set to move higher in the medium term * Trump has made his first move on protectionism - more will come.

Global Week AheadScotiabank
US: Fed meeting, inflation, USD weakness, earnings season, payrolls *  Europe: Brexit, German coalition, inflation, EUR strength

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
High-Yield Bond Issuance Thrives Despite Tax Law Changes

Macro Weekly: Washing machines and monkeys ABN AMRO
Trump administration takes first clear protectionist measures * ECB boss Draghi fails to talk down the euro * We have raised our eurozone growth forecasts * US Q4 growth not as weak as it looks * Chinese scientists have created two cloned monkeys through nuclear transfer

Weekly Market SummaryThe Fat Pitch
US equities have already gained more in the first few weeks of January than they do in many full years. The recent trend is being termed unprecedented, but these types of gains have happened before. The current trend is also being called unsustainable, but in most prior cases, equities have continued higher. The equity market is undeniably hot, and that can often lead to a period of retracement and decline, but trends weaken before they reverse, and this one has not shown any sign of weakness. The longer term outlook remains favorable.

Weekly Market CommentMarc Chandler
Can the Market Get more Dollar Negative?

Weekly Macro CommentMarc Chandler

Market Confusion and New Inputs
FX weekly: Who will stop EUR/USD from going higher?Nordea
The EUR market is copy-pasting Bernanke's 2013 tapering episode, while the Fed allows US financial conditions to become easier almost by the day. Will either the Fed or the ECB try to put an end to these trends?