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Saturday, March 17

17th Mar - Weekly Support

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Weekly Market ReviewZH
Dow Dumps Into Red For March As Yield Curve Crashes To 11-Year Lows

Earnings Insight | Mar 16Factset

US Weekly FundFlows | Mar 15 Lipper Alpha
Equity Funds Attract Net New Money for the Week in Spite of Fears of Inflation and a Trade War

This Week in Earnings 17Q4 | Mar 16 Lipper Alpha

What to Read This WeekendBB

What Happened in the World Economy This Week – BB

Bloomberg Best of the Week ShowBB

Key events in developed markets next weekING
New Fed chair, new dot plot? * Crunch EU summit eyed for signs of Brexit transition deal * Will Eurozone indicators recover? * Only one number matters ahead of the Bank of England * Relief over new German government or fear of US protectionism?

World Economy Week AheadBB
China to get new central banker, Fed set to raise rates * G-20 meeting, steel tariffs introduced, BOE debates policy

The IMF and the OECD have expressed concern about rising trade tensions. At the macro level, tariffs create a lose-lose situation but the sector impact varies a lot. Beyond the direct economic effect, the impact on inflation and financial markets should also be taken into account. The biggest concern is the headwind coming from a structural increase in uncertainty.

Week Ahead: Will Fed feed the bond bears? Nordea
Is the stretched short bond positioning justified? * Why Trumps personnel changes are USD positive * Scandinavia: Rosy Norway, Lukewarm Sweden

Weekly Focus: Fed set to hike amid trade war risks Danske Bank
Fed meeting expected to hike rates * EU/UK transition deal deal expected * Euro area and US purchasing managers indices

Weekly Strategy: Trump’s attack on globalisation continues Danske Bank
Trump takes further steps against globalization. While an all-out trade war is still not our base case, risks remain as long as further trade measures are looming. The USD a likely victim of increased US protectionism. The global reflation theme has lost some momentum lately but we still expect the Fed to hike next week and to pencil in three hikes for next year.

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Default Rate Defies Record Ratio of Corporate Debt
to GDP

Weekly Market Summary – The Fat Pitch

Weekly Market CommentMarc Chandler
Will the Fed Rate Hike be Dollar Bullish?

Weekly Macro Comment – Marc Chandler

FX Weekly – Nordea

FX Week AheadING
The key focus for FX markets early next week will be the G20 meeting in Argentina. A show of unity looks very difficult to achieve and the Trump administration will be emphasising the need for 'fairer trade'. The threat of an escalation in the trade wars should trump a generally upbeat FOMC meeting on Wednesday. Expect the dollar to remain under pressure against the low-yielders