Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Earnings Insight Dec
14
– Factset
US Weekly FundFlows Insight – Lipper Alpha
Despite
New Market Highs, Investors Are Net Redeemers of Equity Funds for the Week
S&P 500
Earnings Dashboard | Dec 12 – Lipper
Alpha
Stoxx 600 Earnings
Outlook | Dec 12
– Lipper
Alpha
NEXT WEEK
EcoWeek – BNP Paribas
The
ECB is upbeat on the growth outlook but considers that inflation remains
subdued. Nevertheless, it still expects inflation to rise to 1.7% in 2020. The
refusal to label this as being sufficiently close to its objective reflects a
cautious attitude as well as an effort of being vague for a good reason.
Week Ahead: Big
central banks on cruise control – Nordea
Fed,
ECB and Norges Bank behind us, Riksbanken, Ifo, US Tax reform and China
politics ahead.
Riksbank
has to decide whether to end QE and it is a close call * Higher wage growth is
key to realise inflation target; euro area wage data for Q3 on Tuesday should
be watched closely * US is likely to show slightly higher inflation * BoJ
expected to announce unchanged policy but might comment on recent tightening
speculation.
Recent economic data releases support our
view that the global expansion continues, not least in the euro area, where
PMIs have been very strong in Q4 * It is too early for markets to price out Brexit
risk just yet but it is positive that negotiations are moving forward * Central
bank meetings support our view that global monetary policy tightening will be
gradual * The environment is positive for risk assets such as equities; we
believe EUR/USD will move higher and yields will stay low
Global Week Ahead – Scotiabank
Weekly
Market Outlook –
Moody’s
Dangers
Lurk Amid 2018’s Positive Outlook
Weekly Market Summary – The Fat Pitch
Dollar
Recoups FOMC-Sparked Losses
Weekly Macro Comment – Marc Chandler
Policy
Mix Underlines Positive Fundamental Backdrop for the Dollar