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
World markets
themes for the week ahead – Reuters
EcoWeek – BNP
PARIBAS
Uncertainty
has a big impact on the behaviour of households and companies. Unexpected
events and their second round effects imply that to some extent it is
unavoidable. Economic policy should avoid increasing it further. Whereas
monetary policy aims to keep a lid on uncertainty, protectionist measures
amplify it and can end up acting as a major headwind to growth.
Week in Focus – Ransquawk
Week Ahead – Nordea
A
tentative cooling of trade tensions * The beginning of the end, or the end of
the beginning for EM Asia? * Dollar to trigger negative S&P500 earnings revisions
Weekly Focus – Danske
Bank
Weekly Market
Outlook
– Moody’s
Macro Weekly – ABN AMRO
US
imposes tariffs on USD 34 bn worth of Chinese imports; China retaliates * PMIs
are improving * German industrial sector has found the way up
Weekly Market
Comment
– Marc
Chandler
Dollar's
Downside Correction Set to Continue
Weekly Macro
Comment
– Marc
Chandler
Macro
Considerations for the Capital Markets
FX Weekly: Take a
short trade-war breather – Nordea
While
there could be arguments to lean positively with regards to risky assets in the
very short term, it’s a very short-term play only. We suspect that the recent EM
turmoil will “spill back” on both Euro-area and US data after the summer.
G10 FX week ahead:
Back from the brink
– ING
A
deal on migration, better German data and now some contained US wage data has
allowed EUR/USD to pull back from the brink at 1.15. Yet firm USD overnight
rates and June US CPI pushing close to 3% next week may put a lid on the
recovery. More interesting stories in the G10 FX space next week are likely to
be local political (GBP) and central bank (CAD) event risks