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
Suffers Worst Week Of 2017 Amid Credit Carnage, Bond Bloodbath, & Crude
Crash
Bloomberg’s
What'd You Miss
– BB
U.S. Weekly
FundFlows Insight Report – Lipper
Alpha Insight
U.S.
Funds Extend Their Net-Inflows Streak to Seven Weeks
Earnings Insight
March 10
– Factset
Full
pdf.
NEXT WEEK
Wall St Week Ahead – Reuters
Some
bank bulls grow wary on policy uncertainty
Weighing the Week Ahead – Jeff Miller
EU Week Ahead – WSJ
EcoWeek – BNP
Paribas
France: France accumulates deficits and
Germany, surpluses. The two countries are nonetheless converging. US: On
Tuesday, the FOMC meeting will be as unsurprising as can be. Last week, Janet Yellen
gave a green light to a rate increase. The only condition attached was lifted
by the February labour market report. Netherlands : Wide range of choices at
election At the general election, the Dutch may choose between 28 parties. The
forming of a new government could be a long process. As compromises have to be
made, the end result is often, if not always, a middle-of-the-road policy.
Week
Ahead
– Nordea
Several
of next week’s events could cause volatility to return to markets. In addition
to policy decisions from the Fed and other central banks, the Dutch election
and the US debt ceiling take the centre stage.
Weekly Focus – Danske
Bank
Mon:
UK parliamentary games on Brexit, Article 50 possible this week * Wed: Fed to
hike, US debt limit suspension expires, Dutch elections * G20 finance ministers’
meeting
Strategy – Danske
Bank
We
now expect the Fed to hike next week (previously June) followed by two
additional hikes in 2017
* Equity markets have taken another leap higher as we had called for * However,
fixed income and oil markets seem less bullish on longterm growth prospects, as
the yield curve has flattened in the US and the oil price has plummeted * We
expect equity markets to lose some momentum in coming months * However, an
emerging capex boom could provide further momentum for equity markets later in
2017.
Week Ahead – Handelsbanken
Macro Monday:
Dutch election and central banks in focus – TF
This
coming week boils down to a potential upside risk to Fed rate expectations a
surprise from the largely ignored Dutch elections a surprise from one of the
many central bank meetings this week - perhaps from the BoE or Turkey - and
potentially structural positioning into EM FX and sovereigns if the Fed creates
a knee-jerk reaction.
Global Week Ahead – Scotiabank
US:
More hawkish for now * Europe: Intensifying political risk * Canada: Fed spillovers
and budget speculation * LatAm: Another Chilean rate cut? * Asia: Bank of Japan
not yet out of the woods
Weekly Market
Outlook
– Moody’s
Skinny
Caa spread defies default outlook
Macro Weekly – ABN
AMRO
The
Goldilocks of US payrolls * German orders: a shocker * Asian trade data:
stellar, but perhaps distorted * Here comes Janet Yellen
Speculative
Positioning – Marc Chandler
Large Gross Position Changes Capture Currency Contract Rolls
Large Gross Position Changes Capture Currency Contract Rolls
Aurelija
Augulyte’s Weekly FX – Nordea
The Market has bought the Fed hikes, and now vulnerable to risks - data and politics. EUR/USD headed to 1.08 as USD/JPY finds resistance around 115. Knock NOK...it's Norges Bank.
The Market has bought the Fed hikes, and now vulnerable to risks - data and politics. EUR/USD headed to 1.08 as USD/JPY finds resistance around 115. Knock NOK...it's Norges Bank.