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Sunday, March 4

4th Mar - Weekly Support

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

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Earnings Insight | Mar 2Factset

US Weekly FundFlows | Mar 1
Lipper Alpha

This Week in Earnings 17Q4 | Mar 2 Lipper Alpha

S&P 500 Earnings Dashboard | Feb 28Lipper Alpha

Bloomberg’s Global Politics Weekend ReadsBB

What Happened in the World Economy This WeekBB

Key events in developed markets next week ING
Will the ECB change its communication and forward guidance to comfort the hawks? * Is the UK making progress on a post-Brexit transition period? * US: why are we forecasting four Fed interest rate hikes?

A strong euro: inflation impact matters more than growth

Week Ahead Nordea
No-put Powell and protectionist policies * Uptrend in US yields intact despite headwinds * A big week with ECB’s Draghi and US average hourly earnings

Weekly Focus: ECB set to remove easing biasDanske Bank
EZ: Super-Sunday as Germany’s SPD and Italy vote, ECB meeting on Thursday US: Friday jobs report * Japan: Friday BoJ meeting

Weekly Strategy: The great inflation battle and what it means to markets Danske Bank
Inflation has been a key market driver this year * The balance of risks to our inflation forecasts is on the upside given the US fiscal stimulus and closing global output gaps * Jerome Powell said the outlook for the US economy has strengthened - we still expect three Fed hikes this year but see the possibility of the Fed raising its 'dots' to three hikes for 2019 at its next meeting * The ECB is set to remove some of its QE bias next week * We remain positive on equities * US inflation outperformance will be negative for the USD.

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank
Evaluating possible reactions to US tariffs * Europe: ECB meeting and politics  *

Weekly Market OutlookMoody’s
Tariffs Warn of Even Faster Price Inflation and Slower Growth

Macro Weekly ABN AMRO
President Trump announces tariffs on US steel and aluminium imports * Equities did not like Powell’s testimony to Congress but bonds were OK * Global growth momentum appears to be softening but various distortions in the US and Asia make it hard to read the indicators
Weekly Market CommentMarc Chandler
Dollar's Technical Outlook Turns Decisively Mixed

Weekly Macro Comment - Marc Chandler

Thumbnail Sketch Four Central Bank Meetings and US Jobs Data
G10 FX Week Ahead: Dollar gets the Trump treatment ING
Ahead of weekend political event risks in Europe, we provide our best guess on how the various scenarios will play out and also how the key events of (1) Trump protectionism, (2) the ECB meeting and (3) US February jobs data will impact G10 FX markets over the next week.

Weekly Market SummaryThe Fat Pitch
The long term trend in US equities remains firmly higher. Expectations should be for equities to rise in the months ahead. The near term directional edge is more muted. Worldwide, equities are in the process of retesting their February lows. The US is being held up mostly by technology and financial stocks. Whether the US follows the rest of the world lower is largely dependent on politics: specifically, whether trade war rhetoric evolves from saber rattling to reality. March and the upcoming OpX week are a strong seasonal tailwind.