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Saturday, February 17

17th Feb - Weekly Support

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

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Earnings Insight | Feb 16Factset

US Weekly FundFlows | Feb 15 Lipper Alpha
Despite Four-Day Stock Market Rally, Fund Investors Are Net Redeemers for the Week

This Week in Earnings 17Q4 | Feb 16Lipper Alpha

S&P 500 Earnings Dashboard | Feb 13Lipper Alpha

Key events in developed markets next week ING
US: data unlikely to stop March Fed rate hike * Eurozone: has market turmoil affected consumer and business confidence? * UK: jobs report to be closely watched to determine BoE next rate hike * Germany: all about the IFO index

After the upside surprise to hourly wages earlier this month, the consumer and producer price inflation numbers have also come in higher than expected. Anticipating inflation dynamics has become very difficult, as the Phillips curve has become less apparent. This forces investors and policy makers to pay more attention to recent data than to long-term relationships.

Week Ahead: Where’s the new equilibrium? Nordea
Twin deficits scare is back * Euro-area PMIs will disappoint * Will minutes clarify the Riksbank’s muddled message?

Weekly Focus: Storm calmed despite US inflation shockDanske Bank
Global Week AheadScotiabank
US: FOMC minutes to clarify small changes to the last statement? * Europe: new surveys – why hard data not following soft data? * Asia: JPY strength a headache as inflation remains low

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Declining Default Rate Offsets Drag of Higher Interest Rates

Macro Weekly ABN AMRO
Higher US core inflation not a trend * Weak US activity data for January * Eurozone industrial sector powering ahead * China closes for new Year
Weekly Market CommentMarc Chandler
New Window of Opportunity for Dollar Correction
Weekly Macro Comment Marc Chandler
Four Key Numbers in the Week Ahead

FX Weekly: USD correlation break-down driven by hedges?Nordea
The break-down of correlations between the USD and interest rates have puzzled the markets since late 2017. The US twin-deficit is likely the best explanation of why the correlation break-down happened – and this could spell more trouble for the USD.

G10 FX Week Ahead: Can the Fed save the dollar? ING
The highlight of the week ahead will be the release of the January FOMC minutes, a host of Fed speakers and then the semi-annual monetary policy report. Can the Fed turn this dollar bear trend around?