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Saturday, March 10

10th Mar - Weekly Support: Tariff aftermath

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Weekly Market ReviewZH
Stock Bulls Rejoice At Weak Wages, Cohn Exit, & Global Trade War

Earnings Insight | Mar 9Factset

US Weekly FundFlows | Mar 9 Lipper Alpha
Funds Experience Overall Net Inflows, Driven by Money Market Funds

This Week in Earnings 17Q4 | Mar 9 Lipper Alpha
What to Read This WeekendBB

What Happened in the World Economy This WeekBB
Central Banks Don’t Need to Shift to Move Markets: Economy Week * Steel tariffs, U.S. jobs blowout, women in policy-making

Key events in developed markets next weekING
US inflation data should cement expectations for four Fed rate hikes while in Europe, public appearances from three ECB members will be closely watched 


Week Ahead: Less Cohn, more Navarro Nordea
Tariff fears continue – Auto tariffs next up? * Calm down markets, the ECB is still dovish * Diverging paths in Scandinavia

Weekly Focus: From symbolic to all-out trade war? Danske Bank
US CPI, China hard data, EZ wage growth

Weekly Strategy: ECB shrugs off political risks Danske Bank
Political risks resurfacing but ECB moves on unabatedly * Eurosceptic win in Italy leaves political risk premium in EUR and Italian bonds under pressure * Trump’s trade rhetoric is yet another USD negative to ‘the list’ * ECB manages to deliver ‘hawkish’ shift in guidance in a soft tone

Global Week AheadScotiabank
The potential global aftermath of tariffs

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Internal Funds Outrun Corporate Debt by Widest Margin Since 2011

Macro Weekly ABN AMRO
US implements tariffs on steel and aluminium but grants exemptions to some countries * Kim and Trump will meet * Draghi has found his mojo again * US labour market back to Goldilocks

Weekly Market Summary – The Fat Pitch

Weekly Market CommentMarc Chandler
Dollar Block may Outperform

Weekly Macro Comment – Marc Chandler

FX Weekly – Nordea

G10 FX Week Ahead: The art of trade wars ING
President Trump will feel vindicated that his blunt threats have brought North Korea and major trading partners to the negotiating table. FX markets have so far taken the news in their stride, although US Treasury auctions next week will show whether appetite for US assets remains robust. *** Eurozone finance ministers may also have something to say about US protectionism when they meet on Monday. Retaliatory tariffs anyone? Next week will also see monetary policy meetings in Switzerland and Norway - with potentially diverging implications for the CHF and the NOK.