Here
are the links to the weekly roundups, reviews and also previews of the
beginning week. Last week’s ‘Weekly Support’ is here.
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Scoreboard – Between
The Hedges
Succinct summation
of week’s events
– The
Big Picture
Weekly Market
Review
– ZH
Stocks
Soar To Record Highs As Peso Jumps Most In A Year
Bloomberg’s
What'd You Miss in Markets This Week? – Youtube
Treasury Snapshot – dshort
NEXT WEEK
US Schedule for
Week
– Bill
McBride
Economic
Calendar – Berenberg
Wall St Week Ahead – Reuters
Investors
upbeat on data, Fed; wary of Trump
EU
Week Ahead – WSJ
Weighing the Week Ahead – Jeff Miller
EcoWeek – BNP Paribas
Week Ahead – Nordea
We
expect the Fed, the BoE and the BoJ to remain on hold. US wage data and
Euro-area inflation prints will provide more guidance on whether the Fed and
the ECB are falling behind the curve on inflation.
Weekly Focus:
Central banks and US jobs – Danske
Bank
Tue:
BoJ meeting, EZ inflation Wed: Fed meeting Thu: BoE meeting Fri: US jobs
Strategy:
USD and yields will head higher– Danske
Bank
Markets
are struggling to grasp the policy uncertainties given the binary possible
outcomes * However, the global economy is heading higher and the reflation
theme remains intact * US yields should rise on Fed risks and Trump’s first 100
days in office * Over the coming 3M, the USD should strengthen particularly vs.
JPY and GBP * We are bullish on Scandi currencies, particularly on NOK * We
remain positive on equities but note the risk of a correction in European
equities.
Week Ahead – Handelsbanken
Global Week Ahead – Scotiabank
US:
weeks until minutes * Canada: past growth, future directions * Asia: BoJ,
Chinese sentiment, aftermath of US elections * Europe: improved fundamentals,
but a still-cautious BoE * LatAm: can Mexico repeat solid growth?
Weekly Market
Outlook
– Moody’s
VIX
Is Low, Overvaluation Risk Is Not
Macro Weekly – ABN
AMRO
President
Trump has kept himself busy in his first week in the job * Confidence generally
stronger again with one or two exceptions * Stunning strength in logistics data
for December * Martin Schulz a game changer in Germany
Speculative
Positioning – Marc Chandler
Specs Cover Short Euro
and Yen, but Buy the Aussie
FX
Outlook – Marc Chandler
State of the Dollar's
Downside Correction
FX trading themes next
week –
TF
Next
week looking pivotal for USD