Google Analytics

Sunday, July 8

8th Jul - Weekly Previews

Earnings InsightFactset

US Weekly FundFlowsLipper Alpha

This Week in EarningsLipper Alpha

S&P 500 Earnings DashboardLipper Alpha

STOXX 600 Earnings OutlookLipper Alpha

World markets themes for the week aheadReuters

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 FocusRansquawk

Week AheadNordea
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 FocusDanske Bank

Weekly Market OutlookMoody’s

Macro WeeklyABN 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 CommentMarc Chandler
Dollar's Downside Correction Set to Continue

Weekly Macro CommentMarc Chandler
Macro Considerations for the Capital Markets

FX Weekly: Take a short trade-war breatherNordea
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 brinkING
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