Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Earnings Insight |
Jan 05
– Factset
US Weekly FundFlows Insight | Jan 04 – Lipper Alpha
Despite
a Good Beginning to 2018, Fund Investors Are Net Redeemers for the Week
This Week in
Earnings 17Q4 | Jan 05 – Lipper
Alpha
S&P 500
Earnings Dashboard | Jan 02 – Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
Paribas
Eurozone growth: The Markit PMI for the
manufacturing sector as well as the composite indicator saw another increase in
December, with the former reaching a record high. Most of the sub-series are at
or near historical highs and reflect the breadth of the recovery. This and the
expected evolution of the drivers of final demand point to ongoing robust
growth.
Week Ahead: Euphoric
markets meet inflation week – Nordea
A
euphoric start of the year, but for how long? * US inflation the most important
release * Transatlantic convergence while Scandi housing risks subside
Weekly Focus: Inflation
figures in abundance – Danske
Bank
US CPI, ECB minutes, Nordic CPIs
US CPI, ECB minutes, Nordic CPIs
Strategy: ‘Reflation’
hype leaves ECB looking overpriced – Danske
Bank
‘Reflation’ beliefs have
been spurred anew by a continued strong global cyclical stance, the enactment
of the US tax reform and commodity price rises * However, we doubt that 2018
will be the year when the global economy ‘reflates’, despite what looks like a
benign growth environment near term * Central bank pricing appears increasingly
aggressive in our view and we see potential for eventually fading ‘reflation’ hopes
to postpone expectations for a first ECB hike, while the case for a Fed March
hike could stay alive for now. This should send EUR/USD firmly below 1.20 in
Q1.
Global
Week Ahead
– Scotiabank
Weekly
Market Outlook –
Moody’s
Profits Growth and Benign Default Outlook
May Offset Higher Interest Rates
Macro Weekly: Changing
my view on Trump –
ABN
AMRO
It
remains difficult to force a US president out of office…but chances of Trump
being impeached have gone up * Confidence indices world wide remain firm * US
jobs report shows modest jobs growth and modest wage pressures
Weekly Market Comment – Marc
Chandler
Technicals
Warn of Coming Dollar Bounce
Weekly Macro Comment – Marc Chandler
Accommodative
Officials and Synchronized Upturn Drive Markets
FX weekly: The
Euphoria Rises
– Nordea
2018
has been fantastic in terms of risk appetite, but data will likely start to
weaken soon. EUR/USD has been roughly a mirror image of 2017, as almost
everyone is bullish the EUR. Recall early 2017
where everyone loved the USD in January.