Trump,
Erdogan, Bezos – Jackson Hole Rogues
Week in Focus – Ransquawk
Week Ahead – Nordea
The
USD and US assets have hammered all competition over the past 4-5 months, as
the US has outperformed the rest of the world in terms of growth momentum. When
will the market start to question whether that narrative will hold up?
Weekly Focus: Political
uncertainty here to stay – Danske
Bank
Preliminary
PMIs from Europe, US and Japan * FOMC and ECB minutes * Trump’s new tariffs
against China come into effect on Thursday
Strategy:
Global macro themes in H2 18 – Danske
Bank
Brexit
end- game in Q4 * US-China trade war continues * US sanctions against Iran,
Russia and Turkey * US mid-term elections in November * Italy budget clashes with
the EU * China is easing policy to offset slowdown and trade war uncertainties
Weekly Market
Outlook
– Moody’s
Base
Metals Price Slump May Dispute Benign Default Outlook
Macro Weekly – ABN
AMRO
Risk
of contagion from Turkey limited * Canary in the coal mine: ZEW? * US economy
remains robust * Lower Chinese growth with the emphasis on gradual
Weekly Market
Comment
– Marc
Chandler
Greenback's
Momentum Stalls
Weekly Macro
Comment
– Marc
Chandler
Five
Traps in the Week Ahead
FX
Weekly – Nordea
G10 FX week ahead – ING
Could
the Fed come to the rescue for global markets this week? A wonky debate about
the Fed's role as the global central bank may be the highlight of the annual
Jackson Hole economic symposium next week, with risky assets hoping for a
Yellen-esque performance from Fed Chair Powell. However, an 'America First'
monetary policy approach could heap more pain