3rd Dec - 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 Market Review – ZH

Stock Markets Mueller'd As Yield Curve Collapse Continues

U.S. Weekly Fund Flows Report Dec 1– Lipper Alpha

Investors Pad the Coffers of Money Market Funds During the Thanksgiving Holiday Flows Week

Earnings Insight Dec 1 – Factset

This Week in Earnings 17Q3 | Dec 1 – Lipper Alpha

  NEXT WEEK

EcoWeek – BNP Paribas

The ECB’s Financial Stability Review expresses concern about increased risk-taking behaviour in financial markets. Such behaviour increases the sensitivity of markets to unexpected developments in the economy. Accommodative monetary policy is a balancing act when growth is robust, inflation low and asset valuations rich.

Week Ahead: Expect solid US payrolls and earnings numbers – Nordea

We expect solid US payrolls and earnings numbers underpinning the case for a rate hike in December and more hikes next year. The Nordic housing saga will continue with Norwegian house price data. We don’t think that the drop in house prices is over.

Weekly Focus: Weakening Nordic housing markets – Danske Bank

Monday: Brexit phase 1 deadline, Friday: US jobs

Strategy: Bond yield conundrum vol 2 – Danske Bank

US curve flattening continues; and we look at possible explanations. We believe the factors that have driven the flattening, including expected market pricing of more Fed hikes in 2018, in a low

inflation environment will continue to flatten the US curve over the next couple of quarters.

Global Week Ahead – Scotiabank

US: Political risk vs tax reform * Europe: Is growth improving?

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

2018 Outlooks for Defaults and Profits Imply Ample Liquidity

Weekly Market Summary – The Fat Pitch

All of the US equity indices made new all-time highs this week, for the first time since mid-October.  SPX and DJIA have risen 8 months in a row. By some measures, investor sentiment is more bullish now than at any other time in more than a year, driven, apparently, by enthusiasm for tax reform legislation. The current uptrend is extended, and may be getting ready to take a short break, but further gains are likely during the first several months of 2018.

Weekly Market Comment – Marc Chandler

Greenback Shakes on US Political Developments: Now What?

Weekly Macro Comment – Marc Chandler

Politics may Continue to Overshadow Economics

FX Weekly: 3 reasons why EUR/USD is not trading lower – Nordea

US politics get a lot of the blame for the current re-weakening of the USD, but there are also other explanations . And with another week of weakening SEK and in particular NOK, we take a look at Scandi-pricing from a historical perspective.