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Sunday, May 13

13th May - Weekly Previews


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


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  LAST WEEK
Weekly Market Review – ZH
Stocks Surge But Cryptos Tanked, ARS Spanked, & Dollar Bid Yanked

Earnings Insight | May 11 – Factset

US Weekly FundFlows | May 10 – Lipper Alpha
Weekly Equity Fund Flows Turn Negative Despite the Up Market

This Week in Earnings 18Q1 | May 11 – Lipper Alpha

S&P 500 Earnings Dashboard | May 4 – Lipper Alpha

STOXX 600 Earnings Outlook | May 8 – Lipper Alpha

What Happened in the World Economy This Week –
BB
Oil prices, the dollar, sanctions, trade tensions, trips to the International Monetary Fund and shock election results.


  NEXT WEEK
Key events in developed markets next week – ING
US to keep up positive growth momentum * UK wage growth in focus as Bank of England mulls summer rate rise * Economic slowdown in Germany * Norwegian GDP and Swedish housing

EcoWeek – BNP PARIBAS
Markets have reacted in a calm way to the US decision to withdraw from the Iran nuclear deal. Despite the increase in geopolitical uncertainty, there has been no flight to safety and US treasury yields have followed oil higher. Should oil prices continue to increase, this would end up acting as a headwind to growth.

Week in Focus –
Ransquawk

Week Ahead:  When it rains, it pours – Nordea
A mini-me version of 2014 * Trump’s Fed not a soft one * Riksbank dovish, but not THAT dovish

Global Week Ahead – Scotiabank

Weekly FX Sentiment Report – Scotiabank

Weekly Market Outlook – Moody’s
Equities Giveth and Taketh Away from Credit Quality

Weekly Market Comment – Marc Chandler
Breather in Dollar Rally has Begun

Weekly Macro Comment – Marc Chandler

Fed Can Look Through the Data Easier than the ECB and BOJ

FX Week Ahead: Getting over the dollar rally – ING
Unlike the more drawn out “taper tantrum” of 2013 – there are signs that this vicious circle of higher US rates and USD circle may well be coming to an end. As Take That said, “just have a little patience” and we believe that the theme of MEGA: Make Everyone (else) Great Again – that worked so well at the start of the year in FX markets – will come back in play