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Sunday, July 1

1st Jul - Weekly Previews

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Earnings InsightFactset

US Weekly FundFlowsLipper Alpha

This Week in EarningsLipper Alpha

S&P 500 Earnings DashboardLipper Alpha

STOXX 600 Earnings OutlookLipper Alpha

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 FocusRansquawk

Week AheadNordea
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 againDanske Bank
German politics, US-China trade tensions, US FOMC minutes, payrolls

StrategyDanske 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 AheadScotiabank

Weekly FX Sentiment ReportScotiabank
Germany: room for ongoing disappointment * US: holidays, then minutes and jobs toward the end of the week

Weekly Market OutlookMoody’s
Trade War Will Turn Ugly if Profits Shrink

Macro WeeklyABN 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

Weekly Market CommentMarc Chandler
More Backing and Filling for the Greenback to Start July

Weekly Macro CommentMarc Chandler
Trade and Data Driving Markets

FX Weekly: Trump will never vol 238Nordea
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 prettyING
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