11th Dec - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week. Last week’s ‘Weekly Support’ is here.

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  LAST WEEK

Weekly Scoreboard – Between The Hedges

Succinct summation of week’s events – The Big Picture

Weekly Market Review – ZH

Another Day, Another Melt-Up In Stocks As Gold Hits 10-Month Lows

S&P 500 Snapshot: Up 3.08% – dshort

World Markets Weekend Update: The rally resumes – dshort

  NEXT WEEK

US Schedule for Week – Bill McBride

Economic Calendar – Berenberg

Wall St Week Ahead – Reuters

Hawkish Fed a potential speed bump for stock bulls

Weighing the Week Ahead –  Jeff Miller

The post-election market run has been accompanied by improving economic data and increasing confidence. The result has the punditry asking a question that seemed crazy in January: Will the Dow hit 20K?

EcoWeek – BNP Paribas

Greece: contradictions in the European position * Eurozone: ECB’s sustained presence, Commission’s likely failure to boost fiscal spending, Italy’s referendum of limited consequences.

Week Ahead: From the ECB to the Fed – Nordea

US election (check), Italian referendum (check), OPEC meeting (check), ECB meeting (check); risk sentiment still positive (check). One big event risk left for the year: the Fed.

Weekly Focus: Fed will give us a hike – Danske Bank

Wed: Fed meeting, a rate hike expected, question is rate path in 2017 Thu: Bank of England meeting, no action expected

Strategy: The danger of the consensus view – Danske Bank

The market is convinced that significant US fiscal stimulus will drive a stronger USD and higher

rates – particularly US rates * However, there is high uncertainty regarding the type of US fiscal

stimulus and how it will filter through to the economy * For now, we are USD bulls and

bearish US FI * However, an inflationary US fiscal boost should over time lead to a weaker USD – not a stronger one.

UK Week Ahead – Handelsbanken

Week Ahead – Handelsbanken

Global Week Ahead – Scotiabank

US: Hike, then what? * LatAm: Banxico to hike while other central banks stand pat * Canada: What the Fed does could impact the next BoC decision * Europe: Russian doves, English hawks? * Asia: Regional central banks react post-Fed

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s

Credit Thrives Amid Inflation’s Inconsistencies

Macro Weekly: I am getting confused – ABN AMRO

When I look at the world economy, I see reasonable growth and signs of strengthening momentum across a wide range of countries. And yet, everybody is talking about providing stimulus.

Speculative Positioning – Marc Chandler

Bears Maul Yen and Treasuries

FX Outlook – Marc Chandler

Dollar Bulls Running Out of Time to See Parity vs Euro in 2016

Macro Comment – Marc Chandler