Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s ‘Weekly Support’ is here.
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on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Succinct summation
of week’s events
– The
Big Picture
Weekly Market
Review
– ZH
Trump
Triumph Sparks Dow's Best Week In 5 Years As Currencies Crash, Bonds Blow-Up,
& Commodities Carnage
Bloomberg:
What'd You Miss in Markets This Week? – Youtube
NEXT WEEK
US
Schedule for Week – Bill McBride
Economic
Calendar – Berenberg
Wall St Week Ahead – Reuters
U.S.
banks' post-election rally may be just an appetizer
Weighing the Week
Ahead
– Jeff
Miller
There
is some important data on the schedule for this week, along with earnings and
the expected doses of FedSpeak. None of that will attract much attention.
Instead expect “all Trump, all the time”. The slant in financial media will be
the implications for investors. As we get news of the leadership transition, I
expect the punditry to be asking: Do investment portfolios need a transition?
EcoWeek – BNP
Paribas
Two-step market reaction to US elections:
first flight to safe havens, then improved sentiment. The president-elect’s
communication and the composition of his cabinet are now the focus. * The victory
is complete for the Republican Party but the details of the policy that will be
implemented still have to be spelled out. There is a large common ground
between D.Trump and P.Ryan’s platforms, but some divergences also appear.
Next
week, financial markets will likely continue to digest the outcome of the
Trump-victory. Moreover, focus in the US will turn to the US CPI and retail
sales data and Fed Chair Yellen’s speech, while, we get UK CPI, German GDP and
ZEW out of Europe. The most important numbers from the Nordics are Swedish
inflation and Danish and Norwegian GDP.
Weekly Focus: Focus
on Trump administration– Danske
Bank
Strategy:
Trump’s market implications – Danske
Bank
Trump
will have a strong mandate to implement his policy agenda after his sweeping
victory * Large infrastructure spending and tax cuts in the US are in the
pipeline * Fixed income markets are set to be under pressure from rising
inflation expectations * On equities, we are bullish about US
markets while being underweight on Europe and the Nordic markets * The Trump
win spells trouble for emerging markets.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Canada:
pressing reset? US: two months to plan the first 100 days LATAM: different
pesos, different policies Asia: defence versus value Europe: diverging
political and policy risks
Weekly Market
Outlook
– Moody’s
Aging
Boomers May Stymie Trumponomics
Macro Weekly: Trump
revisited –
ABN
AMRO
Financial
markets disagree completely with all my friends what the Trump presidency will
bring * There is a big difference between European populists and Donald Trump *
Trump is perhaps Machiavellian, more so than crazy * A lot of the campaign
rhetoric may not make it onto the policy agenda * The economic agenda will
dominate and will be strongly pro business
Focus
on Policy Mix Strengthen Dollar Bull Case
Macro
Comment – Marc Chandler
Forces of Movement
FX 4 Next Week – TF
The
US dollar has rallied hard after an initial dip on the surprise reality of the
Trump victory. In a world of anti-establishment populist uprisings, the market
may focus on the “EU is next” idea uprisings and this could lead to a
substantial reassessment of EURGBP in particular, a correction which is already
forcefully underway