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
Stocks
Sink On 'Quad Witch' As Dollar Suffers Worst Week In 8 Months
Bloomberg’s
What'd You Miss
– BB
U.S. Weekly
FundFlows Insight Report – Lipper
Alpha Insight
Fund
Investors Give Bond Funds a Cold Shoulder for the Week
Earnings Insight
March 17
– Factset
For
Q1 2017, the estimated earnings growth rate for the S&P 500 is 9.0%
NEXT WEEK
Economic
Calendar – Berenberg
Wall St Week Ahead – Reuters
Post-Fed
boost for small-cap stocks may be limited
EU Week Ahead – WSJ
Brussels
Attacks Anniversary and A Summit In Rome
EcoWeek – BNP
Paribas
UK: What if Brexit never happens? US:
Another dovish hike from the Fed and a fully assumed symmetric inflation target
Week
Ahead
– Nordea
Fed
speakers get a chance to explain themselves next week, where focus otherwise
turns towards the economic key figures and especially the Euro-area PMIs.
Weekly Focus – Danske
Bank
Bond
yields to stall as reflation fuel fades * March PMIs on Friday
Strategy – Danske
Bank
Short
duration in fixed income is a crowded trade – and is running out of steam * A
peak in ISM and lower inflation removes the main fuel for the bear market * Lower
policy uncertainty and a
soft
Fed hike gave more support to the stock market * We are still long-term bulls
on equities but very upbeat sentiment provides risk of a short-term correction
Week Ahead – Handelsbanken
Global
Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Less
Borrowing Amid Faster Profits Trims Risk
Macro Weekly – ABN
AMRO
Dutch
voters do not choose for populism * Fed raises rates, but Yellen sounds less
hawkish than markets feared * Confidence data consolidating at high levels, and
harder data better too
Speculative Positioning – Marc
Chandler
Speculators
Buy Euros and Pesos while Selling Yen, Sterling and Aussie
FX Outlook – Marc
Chandler
Dollar's
Technical Tone has Deteriorated
Macro
Comment – Marc Chandler
Divergence Theme Questioned
Aurelija
Augulyte’s Weekly FX: Food for Doves – Nordea
Fed speakers all over again - no reason to deviate from message last week. Hard data - reality check this week. Transatlantic spread leads the way for EUR/USD higher, even though a slowdown is likely in the euro area too....
Fed speakers all over again - no reason to deviate from message last week. Hard data - reality check this week. Transatlantic spread leads the way for EUR/USD higher, even though a slowdown is likely in the euro area too....
Macro Monday:
Which bank will be next to hike – TF
This
coming week the focus will be on Trump's post-budget speech as well as a number
of flash PMIs. When the next US rate rise will be is another key topic of
conversation along with which central bank will follow the Fed and hike.