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Sunday, August 5

5th Aug - Weekly Previews

Week in FocusRansquawk

Week AheadNordea
As the trade war has re-ignited between the US and China this week, new evidence of slowing cyclical momentum appeared. With a new upward revision to the US treasury issuance plan, who will buy the treasuries, if no foreign help is to be expected?

Global Week AheadScotiabank

Weekly Market OutlookMoody’s
Upon Further Review, Debt to EBITDA Still Falls Short as an Aggregate Predictor

Macro WeeklyABN AMRO
Upward revision to US savings rate creates more upward potential for the economy * US economy continues to power ahead * Business confidence in the eurozone appears to be bottoming out * Asia appears hit by the trade conflict

Weekly Market CommentMarc Chandler
Is the Dollar Breaking Out?

Weekly Macro CommentMarc Chandler

FX WeeklyNordea
A flat USD-curve could be a sign for long-term investors to load up on EM again, especially relative to cyclicals, as the ISM index will likely continue south. EUR/USD range bound with a downward bias.
G10 FX week aheadING
Donald Trump's threat to impose a 25% tariff on another $200 billion of Chinese imports, along with strong domestic data, is keeping the dollar bid across the board. The risk is that Trump pushes too hard - but that looks like a risk he's prepared to take. Expect the dollar to stay in demand in the coming week