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Sunday, June 10

10th Jun - Weekly Previews: Fed, ECB, North Korea, Trade

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Earnings Insight Factset

US Weekly FundFlows Lipper Alpha

This Week in Earnings 18Q1 Lipper Alpha

S&P 500 Earnings DashboardLipper Alpha

STOXX 600 Earnings Outlook Lipper Alpha

High international correlations of markets can reflect the existence of global shocks, global swings in risk aversion or contagion. Contagion can be caused by a wide variety of factors. Taking into account the nature of the contagion is important when assessing its economic consequences.

Week in FocusRansquawk

Week Ahead: The USD is our currency, but your problem!Nordea
The EUR has made a decent comeback after the ECB’s chief economist Praet indicated that the June meeting on Thursday is LIVE, while the FOMC will remain on quarterly auto-pilot, without providing any help to the Indian Central Bank pledging for it.

Weekly Focus: Mother of all weeksDanske Bank

Strategy: Global growth still supports equities Danske Bank
Global growth has slowed but is set to stay above the potential growth rate * Volatility has increased but fundamentals support equities in 3-12M * Gradual monetary policy tightening amid muted inflation pressures * EUR/USD lower for longer but not forever

Global Week AheadScotiabank
Mon: G7-reaction Tue: US-North Korea summit, US CPI Wed: FOMC meeting, Thu: ECB meeting Fri: BoJ meeting, US decision on China tariffs

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Economic Growth Slows as Ratio of Debt to GDP Climbs Ever Higher

Macro WeeklyABN AMRO
German soft patch continues, as Chinese import growth surges, and the ECB prepares to exit * But factors were in place for sizeable correction at some stage

Weekly Market CommentMarc Chandler
The Dollar's Correction may not be Over

Weekly Macro Comment – Marc Chandler

FX Weekly – Nordea

G10 FX week ahead: Dollar isolationismING
The week ahead will be dominated by the aftermath of the G7 leaders' meeting in Quebec, Trump's meeting with Kim Jong Un, a likely Fed hike and a more hawkish ECB. With Trump and the Fed forging ahead with their domestic agendas, expect the dollar to stay supported and the risk environment to stay fragile

Government Bonds WeeklyDanske Bank
Waiting for the ECB – markets can live with an ‘end to QE’ as reinvestments take over