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
Gold Gains As Stocks Slide, Yield Curve
Crashes, & Dollar Dumps
U.S. Weekly Fund Flows
Report
– Lipper
Alpha
Funds
Experience Positive Net Flows for the Second Consecutive Week
Earnings Insight Nov
17
– Factset
This Week in
Earnings 17Q3 | Nov 17 – Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
UK’s darker horizons: economic environment
deteriorating – was the rate hike a preparation for a future rate cut?
Week Ahead: Volatility
here to stay in the Thanksgiving week? – Nordea
Yellen
and Draghi speeches could set the tone next week. On the data side Euro-area
PMIs and US orders will attract some attention. In the Nordics, the Norwegian
oil investment survey stands out.
Weekly Focus: Market correction but continued recovery – Danske
Bank
ECB
and FED minutes * Purchasing manager indices * Swedish central bank’s financial
stability report
Strategy:
Consolidation from stretched levels – Danske
Bank
In the equity market, we have seen a
correction from stretched levels but it should prove temporary * Likelihood of
US tax cuts has increased and will remain a market theme for the rest of the year
* Any dips in EUR/USD should be shallow and short-lived and we expect it to
move higher again next year * We think risks to our outlook for yields over the
next couple of months have now become more symmetric and that the downside potential
for yields should not be neglected
Global Week Ahead – Scotiabank
Weekly
Market Outlook
– Moody’s
Fewer Defaults Will Stave Off Much Wider
Spreads
Macro Weekly:
Highest since –
ABN
AMRO
2017
has been a Goldilock’s year but will she be chased away in 2018? * Hurricanes
have obscured the view on US inflation but recent numbers do not raise concern.
Will
the Light News Week Facilitate Range Trading?