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Sunday, July 15

15th Jul - Weekly Previews

Speculative positioning in VIX futures shows investors expect volatility to remain low, which implies an absence of growth or inflation shocks. The flattening of the US yield curve shows investors expect slower growth. These conflicting views may reflect differences in investment horizon but in the end, only one of the two can get it right, which is a source of concern.

Week in FocusRansquawk

Global Week AheadScotiabank

Weekly Market OutlookMoody’s

Weekly Market CommentMarc Chandler
Dollar is Both Range-Bound and Trending

Weekly Macro CommentMarc Chandler
For the Millionth Time: Investors Exaggerate Trade Tensions at Their Own Peril

FX Weekly  Nordea
China and the CNY are key for the global cycle. If USD/CNY continues higher, it may worsen the global slowdown already predicted by our models. Also, another month means another communication disaster from the Riksbank. We decide to go long EUR/SEK.

G10 FX week aheadING
The Federal Reserve Chair's semi-annual testimony to Congress is the headline event in an otherwise quiet week. As investors get ready for a summer of Trumpian trade and geopolitical risks, a resolute hawkish Fed remains a forcible headwind for risky assets. A status quo Powell may just see the markets love for the US dollar endure for a bit longer