Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Bonds
Break 7-Week Losing Streak As Fed Balance Sheet Tumbles Most In 6 Years
Earnings Insight |
Feb 23
– Factset
US Weekly FundFlows | Feb 23
– Lipper
Alpha
All
Four Fund Macro-Groups Take in Net New Money for the Week
This Week in Earnings
17Q4 | Feb 23 –
Lipper
Alpha
NEXT WEEK
Key
events in developed markets next week – ING
US: Will the new Fed Chair, Jerome Powell,
lead the Fed to increase its interest rate hike forecast for this year? * Eurozone:
insights into the inflation puzzle * Germany: will the SPD join a grand
coalition with Merkel's CDU? * Sweden: expect a softening of growth
EcoWeek – BNP PARIBAS
Fiscal reflation in a full employment
economy makes it very likely that the US current account deficit will increase
alongside the budget deficit. Despite rising bond yields, fueled by the
prospect of increasing budget deficits and monetary tightening, the dollar has
weakened. A possible interpretation is that the privilege of the dollar as a
reserve currency is under pressure.
Week Ahead: Will
Powell be political? –
Nordea
Dollar
at an important juncture * Expect more global macro disappointments * Transatlantic
inflation and Fed’s Powell in focus
Weekly Focus:
Storm calmed despite US inflation shock – Danske
Bank
US: PCE inflation, Fed chair Powell’s
hearing * EZ: February inflation
Weekly
Strategy: Reluctant Fed supports higher EUR/USD – Danske
Bank
European PMIs support our view that the
growth acceleration phase is over * Global growth is set
to remain strong, supporting equities * Trump
is slowly getting more protectionist with a looming
decision on steel and aluminium
tariffs/quotas * The Fed is more confident in its economic outlook, not more
hawkish, at least for now * Yields are set to move higher and we target EUR/USD
at 1.28 in 12M.
Global
Week Ahead
– Scotiabank
US: Powell’s testimony and economic data *
EZ: inflation data
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Borrowing Restraint Elsewhere Makes Room
for Federal Debt Surge
Macro Weekly – ABN
AMRO
Range
of eurozone confidence indicators show weakness in February but it is too
little to get concerned over * Korean exports affected by Chinese New Year * US
indicators looking good.
Can
Bonds and the Dollar Recover Together?
G10 FX Week Ahead:
Powell’s big debut
– ING
Jerome
Powell delivers his first monetary policy testimony as Fed Chair on Tuesday.
His remarks should re-assure the market that the Fed is going to deliver at
least three hikes this year. This may keep the dollar supported, while European
political risk on March 4th could see the euro start to underperform.