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Sunday, April 9

9th Apr - Weekly Support

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

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Weekly ScoreboardBetween The Hedges

[video] ­­­Bloomberg’s What'd You MissBB

U.S. Weekly Fund Flows Report Lipper Alpha Insight
Equity Funds Suffer Worst Weekly Net Outflows of the Year
EcoWeekBNP Paribas
Fed’s statement that inflation objective is symmetric allows temporary overshoot
Week AheadNordea
The pre-Easter week brings inflation data from the majors and the Nordics. The trends and drivers are pretty diverse. After Easter, Emerging Markets will get into focus, i.a. with Chinese GDP numbers and the referendum in Turkey.

Weekly FocusDanske Bank
US: CPI and Fed speeches. Europe: UK CPI and Sentix- and ZEW indices

StrategyDanske Bank
Mounting signs that the global business cycle is peaking * We expect a pause in the equity bull market and that risk factors move back to the fore * We still expect the bond bear market is over for now * Fading reflation supportive for the USD. We expect short-term USD strength but weakening longer term * Positive start to Trump-Xi meeting - but differences on trade will come in to focus in H2

Global Week AheadScotiabank
Canada: A serially disappointed Bank of Canada * US: A not so good Friday * Europe: Is UK core inflation still on the up and up? * LatAm: Accelerated easing in Brazil? * Asia: China’s reflation red herring

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Bond Yields Will Fall When the Equity Bubble Bursts

Macro WeeklyABN AMRO
The US Fed  has started talking about its exit strategy again. Perhaps it does not need to reduce its Treasury holdings by much * Global economic conditions remain firm, though some data disappoints * Chinese FX reserves stable in March, suggesting improved efficiency of capital flows or less pressure to move money out of the country

Speculative Positioning Marc Chandler
Shift in Gross Speculative Positioning Reveals Changing Sentiment

FX OutlookMarc Chandler
Dollar Recovery Can Continue, while the 10-year Yield is Set to Rise

Macro Comment Marc Chandler
Weekly SummaryUrban Carmel
US indices made their all-time high in early March; aside from the Nasdaq, which made new highs this week, these indices have since moved sideways. SPX has alternated up and down 5 weeks in a row, producing little net gain. Seasonality is particularly strong in April, so a fuller retest of the March highs might still be ahead this month. And indications that 2017 will be a good year for equities continue to add up. But there is a notable set up in place for the first correction since November to trigger. This week is likely to be pivotal.