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Sunday, January 7

7th Jan - Weekly Support



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



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  LAST WEEK
Earnings Insight | Jan 05Factset

US Weekly FundFlows Insight | Jan 04Lipper Alpha
Despite a Good Beginning to 2018, Fund Investors Are Net Redeemers for the Week

This Week in Earnings 17Q4 | Jan 05Lipper Alpha

S&P 500 Earnings Dashboard | Jan 02Lipper Alpha
  
 
  NEXT WEEK
EcoWeekBNP Paribas
Eurozone growth: The Markit PMI for the manufacturing sector as well as the composite indicator saw another increase in December, with the former reaching a record high. Most of the sub-series are at or near historical highs and reflect the breadth of the recovery. This and the expected evolution of the drivers of final demand point to ongoing robust growth.

Week Ahead: Euphoric markets meet inflation week Nordea
A euphoric start of the year, but for how long? * US inflation the most important release * Transatlantic convergence while Scandi housing risks subside


Weekly Focus: Inflation figures in abundanceDanske Bank
US CPI, ECB minutes, Nordic CPIs



Strategy: ‘Reflation’ hype leaves ECB looking overpricedDanske Bank
‘Reflation’ beliefs have been spurred anew by a continued strong global cyclical stance, the enactment of the US tax reform and commodity price rises * However, we doubt that 2018 will be the year when the global economy ‘reflates’, despite what looks like a benign growth environment near term * Central bank pricing appears increasingly aggressive in our view and we see potential for eventually fading ‘reflation’ hopes to postpone expectations for a first ECB hike, while the case for a Fed March hike could stay alive for now. This should send EUR/USD firmly below 1.20 in Q1.

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market Outlook Moody’s
Profits Growth and Benign Default Outlook May Offset Higher Interest Rates

Macro Weekly: Changing my view on Trump ABN AMRO
It remains difficult to force a US president out of office…but chances of Trump being impeached have gone up * Confidence indices world wide remain firm * US jobs report shows modest jobs growth and modest wage pressures
Weekly Market CommentMarc Chandler
Technicals Warn of Coming Dollar Bounce

Weekly Macro Comment  Marc Chandler


Accommodative Officials and Synchronized Upturn Drive Markets
 


FX weekly: The Euphoria RisesNordea
2018 has been fantastic in terms of risk appetite, but data will likely start to weaken soon. EUR/USD has been roughly a mirror image of 2017, as almost everyone is bullish the EUR. Recall early 2017 where everyone loved the USD in January.