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Sunday, May 27

27th May - Weekly Previews

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

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Weekly Market ReviewZH
Bond Bear Bloodbath: EU Meltdown Sparks Safe-Haven Surge

Earnings Insight | May 25Factset

US Weekly FundFlows | May 24Lipper Alpha
Investors Inject Net New Money Into the U.S. Fund Industry for a Fifth Consecutive Week

This Week in Earnings 18Q1 | May 25Lipper Alpha

S&P 500 Earnings Dashboard | May 25Lipper Alpha

STOXX 600 Earnings Outlook | May 22Lipper Alpha

Economy weekBB

Key events in developed markets next weekING
Focus will be on the US jobs report, Eurozone inflation and UK consumer credit * US Fed: "Gradually" getting there * Eurozone: Inflation bounce back and preparations for the June ECB meeting * Eyes on UK consumer credit growth as Bank of England mulls next move * Surge in oil prices to pick up German inflation

The ECB meeting account shows a central bank which is confident about the growth outlook despite the recent softness of data. The concerns relate to global factors which have become more prominent: the threat of trade protectionism. This concern is also echoed by the Federal Reserve.

Week in FocusRansquawk

Week Ahead: Fake news on FOMC! – Nordea
While most interpreted the FOMC minutes as dovish, we don’t necessarily share that view ahead of a week when US ISM, geopolitics and European inflation take centre stage. Will the US momentum continue to hold up against the rest of the world?

Weekly Focus: Politics still setting the tone Danske Bank
US May jobs report * EZ May inflation, Italy

Global Week AheadScotiabank
Protectionism is likely to figure prominently when G7 Finance Ministers and central bank heads gather * US inflation, payrolls, ISM manufacturing * EZ inflation, tariff talks

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Higher Interest Rates Will Be the Source of Their Own Demise

Macro WeeklyABN AMRO
German PMI a big disappointment, but still not convinced of material, sustained slowdown as Ifo stabilizes and trade data in Asia strengthen from earlier weakness but Trumpian risks remain

Weekly Market Summary – The Fat Pitch

Weekly Market CommentMarc Chandler
Greenback's Advance Narrows

Weekly Macro Comment - Marc Chandler
Rivals Economic Data and Trade to Drive Capital Markets

FX Weekly: The Sumo SOMA daysNordea
Large SOMA redemption days have coincided with strong USD performance and weak risk appetite. The next big redemption day is May 31st – a SUMO Soma day! We stay tactially long the USD and short commodity FX.

G10 FX week ahead: A turning point?ING
Stable German Ifo provided the first tentative glimmer of hope and if followed by a rise in inflation next week should prove to be a soft lid on the extent of the EUR/USD decline. On the trade war side, the focal point will be the US deadline on EU steel and aluminium tariffs. If President Trump goes ahead, then the EU has said it would respond