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Sunday, June 3

3rd Jun - Weekly Previews

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

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Weekly Market ReviewZH
US Stocks, Bonds, Dollar Bid After Quitaly Chaos, Rajoy's Rout, & Trade War Turmoil

Earnings Insight Factset

US Weekly FundFlowsLipper Alpha
Funds Take in Net New Money for the Sixth Straight Week

This Week in Earnings 18Q1 Lipper Alpha

S&P 500 Earnings DashboardLipper Alpha

STOXX 600 Earnings Outlook Lipper Alpha

Political uncertainty in Italy has caused market turmoil with significant spillover effects within but also beyond the Eurozone. Contagion within the eurozone was of a different nature than in 2011. With a new government in place, attention will now focus on its economic policy, in particular in terms of public finances.

Week Ahead: Pasta la vista, world trade Nordea
Italian politics has pushed EM off the front page * Evidence of a Swedish slowdown accumulates * Will Trump blow up the G7 summit?

Weekly Focus: Turmoil returns to the euro area Danske Bank

Global Week AheadScotiabank

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
Fewer Defaults Strongly Favor a Higher Equity Market

Macro WeeklyABN AMRO
A lot of negativity, but equities hold their ground * Populist Italian government starting * Trade dispute getting ever more serious * US economy solid, Europe and Asia getting over soft patch

Weekly Market CommentMarc Chandler
Technicals Warn of Window for Dollar Correction

Weekly Macro Comment Marc Chandler
Macro Matters Now, Just Not the Data

FX WeeklyNordea
We don’t buy the story that Italian woes are the biggest reason behind the drop in EUR/USD from 1.24-1.25 to 1.16-1.17. More than half of that move is due to USD fundamentals. A full reversal of Italian worries might only take EUR/USD back to 1.19.

G10 FX week ahead: Trade warING
The threat of a global trade war has moved to DEFCON 4 after major trading partners chose to retaliate against the US administration, broadening out steel and aluminium import tariffs. This will dominate the market narrative - especially after a fairly 'goldilocks' jobs report failed to help the USD break higher