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LAST WEEK
Weekly Market
Review
– ZH
Carnage
everywhere
Earnings Insight |
Mar 23
– Factset
US Weekly FundFlows | Mar 23 – Lipper Alpha
Equity
Funds Drive Net Outflows
What to Read This
Weekend
– BB
What Happened in
the World Economy This Week – BB
China
gets new central bank chief, Powell delivers debut hike
Bloomberg Best of the Week Show – BB
NEXT WEEK
Key
events in developed markets next week – ING
Growth momentum is expected to weaken but price
pressures continue to steadily improve in the Eurozone
EcoWeek: FOMC (a)symmetries – BNP PARIBAS
The FOMC has an asymmetrical loss
function: avoiding a recession is more important than avoiding the risk of
overheating. With this comes the necessity of a symmetrical inflation
objective: a temporary overshooting is acceptable. Given the unclear
relationship between unemployment and inflation, the Fed’s tone remains
cautious despite upbeat growth projections.
Week Ahead: Markets
are shaken, not stirred – Nordea
Trade
war causes market sell-off, but so does the macro picture * FOMC didn’t feed
the bond bears (enough) * EA growth indicators disappoint – inflation up next?
* Bank of England too optimistically priced?
Weekly Focus: A
slowly fought trade war– Danske
Bank
EZ: March
inflation * US: Fed speakers, March jobs report
Strategy: Increasing
Libor/OIS spread –
Danske
Bank
Trade war is very slowly fought * The Fed lifted its rate path slightly due to Trumponomics * We are keeping an eye on the increasing Libor/OIS spread * Brexit transition deal is not a game changer for EUR/GBP
Trade war is very slowly fought * The Fed lifted its rate path slightly due to Trumponomics * We are keeping an eye on the increasing Libor/OIS spread * Brexit transition deal is not a game changer for EUR/GBP
Global
Week Ahead
– Scotiabank
US: inflation watch resumes * Europe:
subdued inflation
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Foreign
Investors Ease Burden of U.S.’ Elevated Leverage
Macro Weekly – ABN
AMRO
Powell’s
debut balanced * Changing cyclical patterns * Back to emperors, czars and
chiefs
Weekly Market Summary – The Fat Pitch
Weekly Market Comment – Marc
Chandler
Some
Brief Thoughts on the Markets' Technical Condition Ahead of Month-End
Weekly Macro Comment – Marc Chandler
FX Weekly – Nordea