14th May - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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  LAST WEEK

Weekly Scoreboard – Between The Hedges

Weekly Market Review – ZH

Stocks Sink Despite VIX Records As Economic Data Collapse Continues

[video] ­­­Bloomberg’s What'd You Miss – BB

  

[video] Equity Week in Review – BB

Retail, Valuations and Earnings

  NEXT WEEK

EcoWeek – BNP Paribas

Eurozone’s favourable cyclical environment

Week Ahead – Nordea

Political risks eased with Macron’s victory. Global equities are at a record high, while the VIX is at a 24-year low. Can inflation numbers prompt fears that the major central banks will be forced to end the party? Focus on Sweden + Norway next week.

Weekly Focus – Danske Bank

UK, EZ inflation

Strategy – Danske Bank

Chinese growth is slowing down and the downside risks from financial stress are rising * This

points to a weaker global cycle, less tailwind to risk assets and downward pressure on bond yields * We do not believe the euro area PMI can continue to decouple from US and China PMI

Global Week Ahead – Scotiabank

Canada: inflation vs growth * US: is reflation done? * Europe: politics of UK inflation * Asia: China’s credit cycle and growth dynamics

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Much Doubt Surrounds VIX Index’s Optimism

Macro Weekly – ABN AMRO

Eurozone hard data looking better * US confidence data softer, but underlying growth remains firm * China slowing, but domestic momentum elsewhere strong enough to cope

Speculative Positioning – Marc Chandler

Significant Position Adjustment in the Currency Futures

FX Outlook – Marc Chandler

Disappointing Data Clouds Dollar's Near-Term Outlook