Here
are the links to the weekly roundups and previews of the beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Zuck,
Xi, Mueller, & Missiles Spark Stock Slump, Bitcoin Jump, Bank & Boeing
Dump
Earnings Insight |
Apr 13
– Factset
US Weekly FundFlows | Apr 12 – Lipper Alpha
Despite
Big Market Swings, Investors Are Net Purchasers of Long-Term Fund Assets for
the Week
This Week in
Earnings 18Q1 | Apr 13 – Lipper
Alpha
S&P 500
Earnings Dashboard | Apr 13 – Lipper
Alpha
STOXX 600 Earnings
Outlook | Apr 10
– Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
PARIBAS
Week Ahead: From
tweet to tweet –
Nordea
It’s
been another bumpy week in the financial markets, as the US vs Russia proxy
conflict in Syria is back in the limelight. The risk sentiment seems to have
bettered somewhat overall, but we are just one tweet away from a new sell-off.
Weekly
Focus: More to worry about – Danske
Bank
Trade
war * Syria-US-Russia * US retail sales data
Strategy: Don’t
mention the war(s) –
Danske
Bank
Geopolitical risk has resurfaced but despite the heightened uncertainty from a weakening growth cycle and the trade issue, volatility has stayed subdued and market moves have generally been muted with RUB a key exception * We still expect equities to rebound, while rate and FX markets are taking a breather from recent ECB and Riksbank repricing and the USD decline
Geopolitical risk has resurfaced but despite the heightened uncertainty from a weakening growth cycle and the trade issue, volatility has stayed subdued and market moves have generally been muted with RUB a key exception * We still expect equities to rebound, while rate and FX markets are taking a breather from recent ECB and Riksbank repricing and the USD decline
Global
Week Ahead
– Scotiabank
The US role in driving evolving
geopolitical risks such as in the cases of Syria and the broader Middle East,
earnings reports, and tracking the consumer will dominate market influences
over the coming week *
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Profits Growth Curbs Defaults
Macro Weekly – ABN
AMRO
Recent
weakness in confidence and hard data in Europe will prove temporary * Asian
trade picks up in March * US inflation remains well-behaved * Markets remain
sensitive to Trump tweets
Weekly Market Comment – Marc
Chandler
Dollar
has Legs or at Least One
Weekly Macro Comment – Marc Chandler
Still Looking for Terra Firma
FX Weekly:
Why is EUR/USD not trading lower? – Nordea
As
we have highlighted over the past weeks, there are good reasons to believe in a
stronger USD short-term, but it is yet to materialize. Should the USD bulls be
scared, now that the USD has not firmed, despite this list of USD positives?
G10 FX week ahead:
Stunned into silence by the Tweeter-in-Chief – ING
The
myriad of Trumpian uncertainties - each with conflicting economic implications
- have rendered currency investors in a state of passivity. Pockets of
near-term opportunities do exist - not least in GBP, CAD and NZD, which are the
current 'darlings of the currency world'. Equally, one needs to be brave to bet
against the safe-haven JPY in this nervy geopolitical environment