Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Scoreboard – Between
The Hedges
Weekly
Market Review
– ZH
Floods,
Nukes, & Pitiful Payrolls Spark Best Week For Stocks In 2017
U.S. Weekly Fund Flows
Report
– Lipper
Alpha Insight
Despite
Increased Volatility During the Week, Investors Return to Equity Funds
Earnings Insight Sep
1
– Factset
This Week in
Earnings 17Q2 | Sep 1 – Lipper
Alpha
S&P 500
Earnings Dashboard | Aug 31 – Lipper
Alpha
NEXT WEEK
EcoWeek:
After the words, time for action – BNP
Paribas
The economic policy agenda for the
remainder of the year is well-filled. The ECB will clarify its intention
regarding its QE program. The Federal Reserve is expected to start reducing the
size of its balance sheet. Eyes are also turned towards the US (tax cuts?),
France and Germany.
Week Ahead: What
now, ECB and Riksbank? – Nordea
We
expect the ECB next Thursday to prepare the ground for a tapering decision in
late October. The Riksbank will probably leave policy rates and the rate path
unchanged. Exchange rate considerations are important for both central banks.
Weekly Focus: Strong
EUR is a headache for ECB – Danske
Bank
No
news from the ECB, but clues how problematic EUR strength is * No news from
Riksbank * German elections in only three weeks
Strategy:
Event risk to the fore – Danske
Bank
North Korea, looming US debt limit and Hurricane
Harvey have put event risk to the fore lately * We look for the US debt limit issue to
intensify over the next month and keep a lid on risk appetite and bond yields -
but we see a relief rally in risk on the other side * EUR/USD trend set to
continue higher, buy on dips
Weekly FX Sentiment Report – Scotiabank
Weekly FX Sentiment Report – Scotiabank
Weekly
Market Outlook
– Moody’s
Macro Weekly – ABN
AMRO
While
geopolitics are driving the news flow on North Korea, and economic data on the
country are scarce and unreliable, we try to give some insights into economic
developments. Coal exports to China have
stopped completely but total imports look to have been quite unaffected so far.
Rising trade deficit will likely put
more pressure on the regime.
Speculative
Positioning – Marc Chandler
Speculators
Make Minor Position Adjustments, but Like that Aussie
FX
Outlook – Marc Chandler
Dollar
Whipsaws Confuse Technical Picture
Macro
Comment – Marc Chandler
Three Central Banks
Dominate the Week Ahead
FX
weekly – Nordea
Its
the week of the strong currencies. By how much will the ECB dare to revise
their inflation forecast down? That is the biggest question for EUR/USD that
still looks like a decent buy on charts. And SEK will be a worry for the
Riksbank still.