Google Analytics

Sunday, May 13

13th May - Weekly Previews

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

Follow ‘MoreLiver’ on Twitter

Weekly Market ReviewZH
Stocks Surge But Cryptos Tanked, ARS Spanked, & Dollar Bid Yanked

Earnings Insight | May 11Factset

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

This Week in Earnings 18Q1 | May 11Lipper Alpha

S&P 500 Earnings Dashboard | May 4Lipper Alpha

STOXX 600 Earnings Outlook | May 8 Lipper Alpha

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

Key events in developed markets next weekING
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

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

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

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Equities Giveth and Taketh Away from Credit Quality

Weekly Market CommentMarc Chandler
Breather in Dollar Rally has Begun

Weekly Macro CommentMarc Chandler

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

FX Week Ahead: Getting over the dollar rallyING
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