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LAST WEEK
Earnings Insight – Factset
US Weekly
FundFlows
– Lipper
Alpha
This Week in
Earnings
– Lipper
Alpha
S&P 500
Earnings Dashboard
– Lipper
Alpha
STOXX 600 Earnings
Outlook
– Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
PARIBAS
German
business climate indicators have eased since the start of the year, a movement
which is broad-based. Very recently, some indicators have stabilised. Corporate
uncertainty, as measured by the dispersion of the assessments of the economic
outlook, has not increased yet despite concern about a trade war. However,
dispersion tends to lag the overall evolution of the business climate so this
indicator will need to be monitored closely in the coming months.
Week in Focus – Ransquawk
Week Ahead – Nordea
What’s
up with USD/CNY, and is it trade war-related? * Flows are leaving EM –
destination small cap equities? * Will the Riksbank pave the way for Scandis?
Weekly Focus:
Politics driving markets again – Danske
Bank
German
politics, US-China trade tensions, US FOMC minutes, payrolls
Strategy – Danske
Bank
Trump
blinked but further escalation of trade tensions is still our base scenario
ahead of 6 July * Angela Merkel and Europe face a pivotal weekend * Oil prices
have surged to multi-year highs * Confidence indicators have moderated recently
Global Week Ahead – Scotiabank
Weekly FX
Sentiment Report
– Scotiabank
Germany:
room for ongoing disappointment * US: holidays, then minutes and jobs toward
the end of the week
Weekly Market
Outlook
– Moody’s
Trade
War Will Turn Ugly if Profits Shrink
Macro Weekly – ABN
AMRO
We
have made some material, but largely backward- looking adjustments to eurozone
growth forecasts * Positive eurozone money and credit data * Eurozone
confidence data continue to soften, but only modestly and still at high levels
* Asian industrial production data improving * Political risk remains
More
Backing and Filling for the Greenback to Start July
Weekly Macro
Comment
– Marc
Chandler
Trade
and Data Driving Markets
FX Weekly: Trump
will never vol 238
– Nordea
Trump
seems to be winning the trade war from an equity market point-of-view. At the
same time the implied probability of Trump leaving office prematurely has
plummeted. Yet many keep saying that “Trump will never..”, but we think he
means business.
G10 Week Ahead: It
ain’t looking pretty
– ING
The landscape for FX markets is set to remain murky this summer with four key themes dominating - trade wars, European politics, how the Fed, the ECB - as well as Eurozone and US growth - is impacted as a result of external factors. There's no guarantee that the USD wins against all major currencies - in particular havens like the EUR and JPY
The landscape for FX markets is set to remain murky this summer with four key themes dominating - trade wars, European politics, how the Fed, the ECB - as well as Eurozone and US growth - is impacted as a result of external factors. There's no guarantee that the USD wins against all major currencies - in particular havens like the EUR and JPY