Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Market
Review
– ZH
Stocks
Surge To Best Start In 30 Years; Bitcoin, Bonds & Dollar Battered
Earnings Insight |
Jan 12
– Factset
US Weekly FundFlows | Jan 12 – Lipper Alpha
Equity
Funds and Taxable Bond Funds Drive Weekly Net Inflows
This Week in
Earnings 17Q4 | Jan 12 – Lipper
Alpha
S&P 500
Earnings Dashboard | Jan 12 – Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
Eurozone growth has been robust in 2017
and the growth acceleration has been pretty much shared across eurozone
members. The cross-country dispersion of cyclical performance indicators has
narrowed compared to the cyclical peak but has increased in 2017. A favorable cyclical
environment is a good opportunity to undertake policies aimed at narrowing
structural dispersion.
Week Ahead: Rock
and roll from BoC and BoJ? – Nordea
Market
narrative has shifted to risks of a bond market meltdown from yield curve
worries * The coming week potentially offers rock and roll from BoC and BoJ * Swedish
house price release to help alleviate Scandi housing fears
Weekly Focus: Strong
start to 2018 amid increasing US-China tensions – Danske
Bank
Quiet
week on news front * US industrial production and Fed speeches unlikely to
change outlook
Weekly
Strategy
– Danske
Bank
We are still positive on equities, as
global growth remains solid, although the acceleration phase is likely to be
over soon * Inflation remains one of the most important topics this year.
Despite higher oil prices, we expect core inflation to remain subdued * In our
view, markets have priced
the ECB too aggressively, as we expect the
first ECB hike in Q2 19 * Increasing tension between the US and China is a
cause for concern
Global
Week Ahead
– Scotiabank
US: government shutdown talks, Q4 earnings
season begins, Monday holiday * Euro area: what the ECB does after September –
core inflation remains subdued, but guidance is tightening
Weekly
Market Outlook –
Moody’s
Stocks and Spreads May Transcend Higher Treasury
Yields
Talk
of quantitative tightening misses the point * No fundamental justification for
materially higher bond yields * Eurozone growth gaining further momentum * US
inflation neither a victory for optimists nor for pessimists * Chinese import
growth sharply lower, but no cause for concern
Top 5 Things to Watch This Week – investing.com
U.S.
Housing Data * China Q4 GDP * Euro Zone Consumer Prices * UK CPI Figures * Bank
of Canada Rate Decision
Weekly Market Summary – The Fat Pitch
All
of the US indices made new all-time highs this week. Equities outside the US
are performing even better. The dominant trend remains higher, underpinned by
strong economic data, earnings that are being revised higher and equity breadth
that is expanding.
Dollar
Bears Tighten Their Grip
Weekly Macro Comment – Marc Chandler
Drivers and Views
FX Weekly:
Is 1.25 the new 1.20?
– Nordea
EUR/USD
has broken above its 2017 high and is now again markedly stronger than the ECB
anticipated. For how long will they accept that, if EUR/USD is not helped lower
by other factors?
Weekly Market Summary –
The Fat Pitch