Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Hindenburg Omen Sighted As Stocks Suffer
First Weekly Loss In 2 Months
U.S. Weekly Fund Flows
Report
– Lipper
Alpha
Conventional
Funds and ETFs Take in a Net $17.5 Billion for the Week
Earnings Insight Nov
11
– Factset
This Week in
Earnings 17Q3 | Nov 10 – Lipper
Alpha
Stoxx 600 Earnings
Outlook | Nov 7
– Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
A year after being elected the USA’s 45th
president, Donald Trump can boast a strong economic situation...although few of
his own making
Week Ahead: Where
has all the inflation gone? – Nordea
Inflation
is once again heading lower, at least in terms of headline inflation, bringing
relief to the most dovish central banks and fresh pressure on the hawkish. Next
week, US and Swedish inflation numbers are up, and Euro-area growth numbers.
Weekly Focus: Low
volatility in markets and global economy – Danske
Bank
Relatively
quiet week – US and UK inflation, euro area GDP
Strategy:
Low volatility favours hunt for yield – Danske
Bank
Emerging markets have seen a strong run
this year * Global and domestic factors should continue to be mildly supportive
for EM near-term * But a slowdown in China in the coming months is a risk, as are
large unfinanced tax cuts in the US, if pushing up US yields * Recent surge in
oil prices is mostly driven by geopolitical concerns due to tensions in the
Middle East * The longer-term growth outlooks in EM differ widely * India and the
rest of EMs in South East Asia boast strong growth potential but LATAM
countries and Russia have more muted longer-term outlook
Global Week Ahead – Scotiabank
Weekly
Market Outlook
– Moody’s
Fewer
Defaults Favor Even Pricier Equities
Weekly Market Comment – Marc Chandler
Dollar's
Downside Correction may Not be Over, but Macro Story Still Favorable
Weekly Macro Comment – Marc Chandler
There seems to be a broad consensus on the trajectory of policy in the remaining weeks of the year.