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
Calmest
Market In 75 Years Hits Record Highs - Ignores Dismal Data, Commodity Carnage
[video] Bloomberg’s What'd You Miss – BB
U.S. Weekly Fund Flows
Report –
Lipper
Alpha Insight
Funds
Experience Weekly Negative Net Flows of $2.2 Billion
NEXT WEEK
EcoWeek – BNP
Paribas
Week
Ahead
– Nordea
The
second round of the French election should not be a big market event – provided
Macron wins. Inflation prints will come out of the US, China as well as Sweden,
Denmark and Norway. Expect to read a lot about Easter-related distortions.
Weekly Focus – Danske
Bank
Strategy – Danske
Bank
Political risks are fading in Europe with
Macron likely to become the next president of France * Economic momentum looks strong
in the euro area * However, PMI indicators are pointing to a softening of the economic
cycles in the US and China * Chinese financial markets are seeing increasing
stress and commodity prices have also come under pressure * The impact on
equity prices of a softer global business cycle is likely to be mitigated by
strong earnings growth
Global Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Macro Weekly – ABN
AMRO
Will
this US expansion break records for length?
Speculative
Positioning – Marc Chandler
FX Outlook – Marc
Chandler
Correction
of Yen Crosses Generates Conflicting Dollar Pressure
Macro
Comment – Marc Chandler