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
Trumpgasm
Sends Stocks To Longest Win Streak In 13 Years Despite Currency, Curve, &
Credit 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
After
initial Trump trade, politics keep stocks on edge
Weighing the Week
Ahead
– Jeff
Miller
It
is a short week without much new data. Even FedSpeak is on holiday. The big
story will continue to be the Trump transition. I expect the punditry to be
asking a dual question: How much economic stimulus and how to pay?
EcoWeek – BNP
Paribas
US:
At first sight, it seems financial markets are bying the story of a huge fiscal
stimulus. The truth may be a bit different, as expectations of larger deficits
may be behind the steep increase in yields. * Global: Youth unemployment: an
important ongoing policy challenge
Next
week, the markets will continue to speculate about Trumponomics, while the US
calendar doesn’t offer much. PMI and Ifo numbers in the Euro area should came
in rather solid. In the Nordics, the oil investment survey for Norway stands
out.
Weekly Focus – Danske
Bank
While
we await greater clarity about what policies to expect under the incoming Trump administration,
next week will bring manufacturing and services PMIs in both the US and
the Euro area, which we expect to show that the business cycle was on an upward trend,
even before Trump won the election.
Strategy:
Trump’s market implications – Danske
Bank
We
see a case for reflation in the US but less so in the euro area * We expect US
reflation to lead to a further rise in equities, higher bond yields and a
stronger USD over the next six months.
UK Week Ahead – Handelsbanken
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
Canada:
test of fiscal stimulus * US: obsolete assessments * Latam: widely variant
circumstances * Asia: test of EM policy responses to capital flight * Europe:
can it withstand Trump’s higher rates?
Weekly Market
Outlook
– Moody’s
Treasuries
See Inflation, Credit Does Not
Macro Weekly – ABN
AMRO
Threat
of populism affecting policymakers in Europe * Eurozone GDP growth in line with
expectations * US retail sales are very strong * US inflation fears are
building, but actual inflation remains low * Fed rate hike in December baked in
the cake
Speculative
Positioning
– Marc
Chandler
Dramatic
Spot Currency Moves, Little Change in Speculative Positioning in the Futures
Market
FX Outlook – Marc
Chandler
Dollar
Technicals are Stretched, but Fundamental Shift Underway
Macro Comment – Marc
Chandler
Shifting
Paradigms and the Market Adjustment