Weekly Market Wrap – ZH
BTFDove
- Stocks Extend Best Run In 10 Years Off Mnuchin Massacre Lows
Take Five: World
markets themes for the week ahead – Reuters
EcoWeek – BNP
PARIBAS
Fed
chairman Powell has recently emphasized that the FOMC will be patient given the
muted inflation reading and that it is ready to shift the policy stance swiftly
if required. He also considers that financial markets are pricing in downside
risks well ahead of the data. This means that they are too pessimistic on
growth
Week Ahead: Prices,
politics and profits! – Nordea
What
Powell taketh away, Powell also giveth * Is Germany in a technical recession? *
Equity analysts at work – cutting, cutting, cutting estimates
China Weekly
Letter
– Danske
Bank
Big
jump in CNY on trade optimism and weaker USD
Weekly Focus – Danske
Bank
US:
government shutdown continues, look out for more negotiations * UK: House of
Commons will vote on Brexit deal on Tuesday, we expect the House to vote it
down * China: money and credit data to show how much the monetary easing is feeding
through to the economy.
Global Week Ahead – Scotiabank
Macro Weekly – ABN
AMRO
Gilets
jaunes and car trouble affect Europe, but don’t extrapolate recent very poor
data * US data flow reduced, but households respond to lower mortgage rates * Chinese
trade data shows particular weakness in imports from the US
Weekly Market
Summary
– The
Fat Pitch
Since
the 20% fall in equities into Christmas Eve, equities have rallied 3 weeks in a
row, gaining over 10%. So is the correction over?
Weekly Market
Summary
– Marc
Chandler
Greenback's
Pain may be Over or Nearly So
Weekly Market Comment – Marc
Chandler
Europe
Moves to the Center Ring
FX
Weekly – Nordea