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Sunday, July 22

22nd Jul - Weekly Previews

The flattening of the US treasury curve has received a lot of attention as of late because historically recessions have been preceded by an inversion of the yield curve. A rather flat curve does not imply that a recession is imminent.  However, historically once the yield curve starts to steepen after having flattened or inverted, a recession follows quite soon thereafter. Rather than focusing on the slope of the curve, one should wonder when the Fed will stop tightening

Week in Focus Ransquawk
Tue: US & EZ flash PMIs * Wed: German IFO, Juncker visits US * Thu: ECB meeting, US durable goods orders * Fri: US GDP

Global Week Ahead Scotiabank

Weekly Market Outlook Moody’s

Weekly Market Comment Marc Chandler
US as Revisionist Power Remains Biggest Risk for Investors

Weekly Market Analysis –
Marc Chandler
It was Supposed to be a Quiet Week

FX Weekly Nordea
PBoC stimulus and CNY plunge does not mean that EM Asia is out of the woods. We examine G10 FX ahead of curve inversions and the next humongous SOMA redemption, but also wonder if the Riksbank isn't asking the wrong question…

G10 FX week ahead ING
The markets' love for the US dollar was abruptly ended by a series of comments by President Trump on US interest rates and currencies. With the short-term USD fundamental dynamics starting to turn lower, these comments mark the end of the USD rally – and bar any immediate escalation the global trade war, it’s a mini-lifeline for currencies elsewhere