Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Turmoil:
Dow's Biggest Point Rout Since Lehman; Bonds, Bitcoin Crash
Earnings Insight |
Feb 2
– Factset
US Weekly FundFlows | Feb 1 – Lipper Alpha
Long-Term
Assets Attract Inflows for the Week
This Week in
Earnings 17Q4 | Feb 02– Lipper
Alpha
S&P 500
Earnings Dashboard | Jan 31 – Lipper
Alpha
NEXT WEEK
Key
things to watch in Developed Markets next week – ING
US: jobs report and Fed speakers * UK: an
eye on the Bank of England * Germany: look out for politics * Norway: GDP, CPI
and a potential December hike
EcoWeek – BNP Paribas
Historically, a rising rate environment in
the US has been a matter of concern for developing economies * It seems that
this time is different: despite rising US yields, emerging market currencies
have strengthened * This has contributed to a weakening of the effective
exchange rate
of the dollar and an easing of financial
conditions in the US
Week Ahead: Goldilocks, interrupted – Nordea
Euro-area
mini-tantrum continues * Equity markets not so elated anymore * Is Sweden a
canary in the European coalmine?
Weekly Focus: Politics
and central banks in focus – Danske
Bank
Weekly
Strategy: Don't throw out the inflation baby with the capital tide – Danske
Bank
Reflation belief has fuelled central bank
‘normalisation’ pricing but is it too early? * Maybe but central banks are set to
move slowly on rates in any case * The Bank of Japan, SNB and Riksbank are
particularly wary of not throwing the 'baby out with the bath water’in this
context * Movements in both level and slope of yield curves plus hedging costs are
key to understanding cross-border capital flows as ‘normalisation’ unfolds * EU
fixed income may become increasingly attractive relative to the US and
eventually lure capital back to Europe. EUR support should follow.
Global
Week Ahead
– Scotiabank
US: Risk of another government shutdown,
Fed-speak, earnings and limited data risk on an active calendar over the coming
week * Europe: central bank decisions, ECB nomination that may shed further light on the competition to reshape the
central bank’s leadership including President Draghi’s successor, ongoing
Brexit-related politics, German Chancellor Angela Merkel’s coalition
negotiations.
Weekly FX Sentiment
Report
– Scotiabank
Macro Weekly: Bond
market sell-off –
ABN
AMRO
Government
bond yields have risen significantly * The last leg of QE * Pricing in of
policy rate hikes * Rising inflation expectations and risk premiums
Weekly Market Comment – Marc
Chandler
Dollar
Correction Spurred by Sell-Off in Stocks and Bonds
Weekly Macro Comment – Marc Chandler
Changing Fortunes in the Capital Markets
or Long Overdue Correction?
FX Weekly:
Hawkish spectacles
– Nordea
Friday’s US job report added fuel to the
fire for the current hawkish market sentiment, but is there any more room to
the upside for USD rates? The current hawkish sentiment could also be tested by
a dovish Bank of England this week.