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Saturday, April 28

28th Apr - Weekly Previews

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

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Earnings Insight Factset

US Weekly FundFlows | Apr 26 Lipper Alpha

This Week in Earnings 18Q1 | Apr 27Lipper Alpha

S&P 500 Earnings Dashboard | Apr 27 Lipper Alpha
STOXX 600 Earnings Outlook | Apr 24Lipper Alpha

Key events in developed markets next weekING
Data to help push the US 10-year Treasury convincingly above 3% * De-escalation of trade tensions to support three more Fed rate hikes this year * Eurozone: Will recent data disappointments lead to weak Q1 growth? * UK PMIs to give final steer ahead of blockbuster Bank of England meeting * Norwegian central bank meeting to be a highlight          

Eurozone: softer sentiment, fundamentals still strong

Week Ahead: Three is not a magic number Nordea
US 10y broke above 3%, but consolidation period likely * US economic surprise index oddly high for this time of year * More of the same medicine from the Riksbank

Weekly Focus Danske Bank
US: inflation, Fed meeting, ISM manufacturing, jobs report * Euro area: Q1 GDP, inflation * US-China trade relations hot topic

Strategy: IMF / World Bank meetingsDanske Bank
IMF: trade and geopolitical concerns present a downside risk to the global economy

Global Week AheadScotiabank
US: important macro data, Fed meeting, earnings season. Four political risks, NAFTA, North Korea, Iran, China * Europe: Q1 GDP growth, inflation, BoE meeting approaching

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Loan Default Rate May Approach Bond Default Rate

Weekly Market Summary The Fat Pitch
US equities have been in a consolidation phase for most of 2018.  In the past, these consolidation periods have lasted a half year or longer - so this might continue into summer - although some measures of sentiment are already near a washout.  New highs are very likely to still lie ahead in 2018.

Weekly Market CommentMarc Chandler
Did Dollar Bears Overstay Their Welcome?

Weekly Macro CommentMarc Chandler
Next week in context

FX WeeklyNordea
EUR/USD is finally starting to “catch down”, as we had anticipated for a while. And now that plenty of technical damage has been done on the downside, we think it makes sense to stay short in EUR/USD, despite the looming negative US data surprises.

G10 FX week ahead: A Fresh Start ING
Higher US interest rates and some encouraging geo-political news have triggered a large squeeze in short USD positions. USD bears look like they'll have to endure some more pain over the coming week, which should see strong US activity and price data, plus an FOMC. The 200-day m.a. at 1.2010 in EUR/USD will be a key barometer of how far this correction extends