Here are the links to the weekly roundups and previews of the beginning week.
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LAST WEEK
Earnings Insight – Factset
US Weekly FundFlows | Apr 26 – Lipper Alpha
This Week in
Earnings 18Q1 | Apr 27 – Lipper
Alpha
S&P 500
Earnings Dashboard | Apr 27 – Lipper
Alpha
STOXX
600 Earnings Outlook | Apr 24 – Lipper
Alpha
NEXT WEEK
Key
events in developed markets next week – ING
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
EcoWeek – BNP PARIBAS
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 meetings
– Danske
Bank
IMF:
trade and geopolitical concerns present a downside risk to the global economy
Global
Week Ahead
– Scotiabank
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 Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Loan Default Rate May Approach Bond
Default Rate
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 Comment – Marc
Chandler
Did Dollar Bears Overstay Their Welcome?
Did Dollar Bears Overstay Their Welcome?
Weekly
Macro Comment – Marc Chandler
Next week in context
FX Weekly – Nordea
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