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
Dow,
VIX, Gold All Up As Yet Another Ratio Screams "Record High"
Bloomberg’s
What'd You Miss in Markets This Week? – Youtube
S&P 500 Snapshot
–
dshort
Yet
Another Record Close
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Wall St Week Ahead – Reuters
With
stocks at highs, investors eye consumer results
Weighing the Week Ahead – Jeff Miller
We
have another holiday-shortened week with little fresh data. While there are
some Fed speakers on tap, it is not enough to feed the avaricious punditry.
There are two competing themes: the spike in inflation and the continuing
assessment of Trump Administration policies. Once again, I expect the two to be
joined in most commentaries.
EcoWeek – BNP
Paribas
UK: about to start to leave the UE. A painful
process that will need a certain degree of creativity * US: Reflation? Data
released this week highlight a rebound in activity and inflation. Ii is however
too soon to read this as the first signs of the reflation some are expecting. *
France: Significantly more jobs, a little less unemployment in 2016 - the job
market is finally showing clear signs of improvement.
Week Ahead – Nordea
The
PMIs from the Euro area and the US will give insights into developments in the
global real economy in an environment of high economic policy uncertainty. Next
week will start with a Eurogroup meeting where Greece is the hot topic.
Weekly Focus: Industrial
cycle looks set to peak – Danske
Bank
February
purchasing manager indices – rise in US, moderation in Europe? * Minutes of the
latest Fed meeting unlikely to surprise * UK debate on Article 50 on Monday
Strategy:
Trump trade Part II? –
Danske
Bank
After a lot of political noise, the Trump
administration is finally starting to gear up the economic
policy agenda * This may reignite the
second leg of the ‘Trump trade’ following a brief pause * We recommend
positioning for a stronger USD and a leap higher in US equity markets in coming
months * US yields may also increase but the
crux is the Fed reaction to Trump’s fiscal plans * A stronger USD and higher US
yields, together with a Chinese economic slowdown, are likely to weigh on
emerging market currencies over the next few months.
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
US:
Fed minutes may be stale, but showcase divisions * Canada: mixed inflation
signals, retail downside? * LatAm: more central bank divergence * Europe:
peaking sentiment? Asia: three regional considerations
Weekly Market
Outlook
– Moody’s
US
Interest Rate Outlook: The Storm Before the Calm
Macro Weekly – ABN
AMRO
US
February confidence indices suggest something special is going on * Industrial
sector remains soft, but a little better in Europa and Japan * A coincidence of
factors is supporting the gain in momentum * Uncertainties are significant,
causing an unusually wide range of economic outcomes
Speculative
Positioning – Marc Chandler
Speculators Extend Long
Dollar-Bloc Positions
FX Outlook – Marc
Chandler
What
now for the Dollar?
Macro
Comment – Marc Chandler
The week ahead in
FX
– TF
It's
been a mixed week especially for dollar and yen, says Saxo Bank head of FX
strategy John Hardy. The markets big focus right now is on the Trump
administration policy and less on the Federal Reserve.
FX4 Next Week: Calm dollar ahead of Trump speech – TF
Next important event for USD is Trump's speech on February 28 * Significant rally in AUDNZD through key resistance * Poor Australian unemployment rate should come with caution * Market ignored rather negative SEK-developments. SEK uptrend could continue
Weekly Market Summary - Urban Carmel
US equities continue to
make new all-time highs each week, supported by strong equity fund inflows and
macro data that has exceeded expectations. Surprisingly, equities outside the
US are actually outperforming the S&P. The current trend is very extended
and there are four notable headwinds that may impact equities in the weeks
ahead. There is, conversely, a favorable set up in the bond market.