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LAST WEEK
Weekly Market
Review
– ZH
Earnings Insight |
Jan 19
– Factset
US Weekly FundFlows | Jan 19 – Lipper Alpha
This Week in
Earnings 17Q4 | Jan 19 – Lipper
Alpha
S&P 500
Earnings Dashboard | Jan 19 – Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
The euro has strengthened as of late
despite the widening interest rate differential with the US * Several ECB
Governing Council members have expressed unease about this appreciation * The
impact on inflation and growth should be small
Week Ahead: Draghi’s
show –
Nordea
Bond
yields have been marching higher, but the uptrend will be challenged * Did you
notice this week’s US data setbacks? * ECB decision and Euro PMIs in focus
Weekly Focus – Danske
Bank
Tue:
Bank of Japan meeting, no changes expected Thu: ECB meeting, guidance should
remain unchanged
Weekly
Strategy
– Danske
Bank
The 5Y point is the pivotal point on the EUR
curve. This is right after the textbook and the normal
pattern we see when monetary policy is
about to change in either direction.
Global
Week Ahead
– Scotiabank
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook –
Moody’s
Surging
Equities and Thinner Spreads Favor Higher Treasury Yields
Macro Weekly: Changing
my view on Trump –
ABN
AMRO
Draghi
likely to try and ease fears for early policy reversal * PPIs are moving
sideways all over the place * Don’t worry (too much) about a US government
shutdown
Weekly Market Comment – Marc
Chandler
The
Dollar's Technical Condition Leaves it Vulnerable to ECB and BOJ
Weekly Macro Comment – Marc Chandler
ECB and BOJ Meetings Could be Key to
Dollar Direction
FX Weekly
–
Nordea
Could
one explanation of the rising EUR/USD be that the Democrats gained momentum in
polls ahead of this year’s midterms? And will the housing fog dissipate quickly
enough to prompt further gains in Scandis?