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Saturday, March 24

24th Mar - Weekly Support

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Weekly Market ReviewZH
Carnage everywhere

Earnings Insight | Mar 23Factset

US Weekly FundFlows | Mar 23 Lipper Alpha
Equity Funds Drive Net Outflows

STOXX 600 Earnings OutlookLipper Alpha

What to Read This Weekend – BB

What Happened in the World Economy This WeekBB
China gets new central bank chief, Powell delivers debut hike

Bloomberg Best of the Week ShowBB

Key events in developed markets next weekING
Growth momentum is expected to weaken but price pressures continue to steadily improve in the Eurozone

EcoWeek: FOMC (a)symmetriesBNP PARIBAS
The FOMC has an asymmetrical loss function: avoiding a recession is more important than avoiding the risk of overheating. With this comes the necessity of a symmetrical inflation objective: a temporary overshooting is acceptable. Given the unclear relationship between unemployment and inflation, the Fed’s tone remains cautious despite upbeat growth projections.

Week Ahead: Markets are shaken, not stirred Nordea
Trade war causes market sell-off, but so does the macro picture * FOMC didn’t feed the bond bears (enough) * EA growth indicators disappoint – inflation up next? * Bank of England too optimistically priced?

Weekly Focus: A slowly fought trade warDanske Bank
EZ: March inflation * US: Fed speakers, March jobs report

Strategy: Increasing Libor/OIS spread Danske Bank
Trade war is very slowly fought * The Fed lifted its rate path slightly due to Trumponomics * We are keeping an eye on the increasing Libor/OIS spread * Brexit transition deal is not a game changer for EUR/GBP

Global Week AheadScotiabank
US: inflation watch resumes * Europe: subdued inflation

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Foreign Investors Ease Burden of U.S.’ Elevated Leverage

Macro Weekly ABN AMRO
Powell’s debut balanced * Changing cyclical patterns * Back to emperors, czars and chiefs

Weekly Market Summary – The Fat Pitch

Weekly Market CommentMarc Chandler
Some Brief Thoughts on the Markets' Technical Condition Ahead of Month-End

Weekly Macro Comment – Marc Chandler

FX Weekly – Nordea