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
U.S. Weekly Fund Flows
Report
– Lipper
Alpha Insight
Despite
Tech Slide, Long-Term Funds Attract Net New Money
NEXT WEEK
EcoWeek – BNP
Paribas
The Fed increases the Fed Fund Target rate,
announces plans to downsize its securities holdings. Meanwhile, inflation keeps
on slowing down... *
Week
Ahead –
Nordea
The
Brexit talks will start on Monday. Norges Bank will be on hold and the main
question concerns the rate path. On the data side, Sweden will publish a lot in
an otherwise rather calm week. China might finally be included in the MSCI
index.
Weekly Focus: Signals
of weaker growth –
Danske
Bank
Fed
speakers and purchasing manager indices
Strategy:
Fed heading for the exit door – Danske
Bank
The Fed strikes a hawkish tone, hiking
rates and setting out its balance sheet reduction, rating the tightening labour
markets as more important than recent weak inflation prints * Further
flattening of the US yield curve likely. We maintain our equity call of ‘sell-on-rallies’
near-term as well as our tactical bearish EUR/USD trade recommendation * We see
rising risk from China to the global outlook
Global Week Ahead – Scotiabank
Canada: Inflation falling, BoC rising? *
US: The Fed has more explaining to do * Asia:
Are Chinese property markets colling? * Europe: What does Carney think?
Weekly Market
Outlook
– Moody’s
Falling
Jobless Rate Thins Spreads, but Fails to Spur Inflation or Spending
Macro Weekly: The reappearance of Goldilocks – ABN
AMRO
US
inflation comes down again, Fed is
sticking to its guns – for now * Eurozone economy remains robust * UK starting
to see effects of Brexit and FX weakness * China’s slowdown remains slow
Speculative
Positioning
– Marc
Chandler
Specs
Cut Euro, Yen, and Aussie Exposure and Do Little Else
FX Outlook – Marc
Chandler
Greenback
Still Trying To Turn
Macro Comment – Marc
Chandler
Events
Not Data Key Week Ahead
FX weekly: No Fed
put?
– Nordea
The
monetary policy convergence theme just went kaput. We think markets will be
more eventful than "watching paint dry", especially as "the Fed
put" might be no more, are EEM & FANGs sending warning signs?
Weekly Summary – Urban
Carmel
Most
of the US indices made new all-time highs this week. SPY is making 'higher
highs' and 'higher lows' and is above all of its rising moving averages; this
is the definition of an uptrend. Moreover, the cumulative advance-decline lines
made new highs this week, indicating that breadth generally remains supportive.
Net, there appears to be little reason to suspect the indices have reached an
important top.