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Saturday, June 10

11th Jun - Weekly Support

Here are the links to the weekly roundups, reviews and also previews of the beginning week.

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Weekly Scoreboard – Between The Hedges

Weekly Market ReviewZH
FANGtastrophe Strikes Stocks As Growth Gamble Gives Up After VIX Hits 24-Year Lows

U.S. Weekly Fund Flows ReportLipper Alpha Insight
Equity Fund Investors Take a Breather Before “Super Thursday”

Earnings Insight June-9Factset

EcoWeekBNP Paribas
The ECB has tweaked its forward guidance. GDP forecasts have been revised up. Yet the central bank remained cautious on inflation

Week Ahead: From a dovish ECB to a hiking FedNordea
After the dovish signals from the ECB this week, the Fed will very likely deliver rate hike no. 4 in the current cycle. Sterling will have to digest the inconclusive election outcome. Inflation numbers will come out of Sweden and Denmark.

Weekly Focus: Too early for next Fed hikeDanske Bank
Federal Reserve decision on Wednesday, April CPI before that * We believe it is too early for a hike * UK election reactions and Bank of England meeting

Strategy: Diverging market expectations will not lastDanske Bank
Markets are increasingly diverging with stocks keeping an upbeat tone while bond yields, commodity markets and inflation markets have moved lower * We see a rising discrepancy
between the strong equity markets and disappointing data recently * We continue to recommend a more cautious stance on stocks in the short and medium term * Bund yields set to stay in range * EUR/USD lower short term – higher medium term

Global Week AheadScotiabank
US: Seven hours * Europe: Macron likely to get a strong mandate * Canada: Good start to Q2 tracking * Asia: Taper tiff * LatAm: That’s all folks

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Tightening Is Toxic Once Fed Funds Tops Ten-Year

Macro WeeklyABN AMRO
Brexit uncertainty rises * US data continues to undershoot expectations * Chinese trade data encouraging

Speculative PositioningMarc Chandler
Speculators Trimmed Exposure Ahead of Super Thursday

FX Outlook Marc Chandler
Sterling Leads Dollar Recovery

Macro Comment – Marc Chandler

Weekly Summary – Urban Carmel