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Sunday, February 24

24th Feb - Weekly Previews #4029

U.S. Weekly FundFlows Insight ReportLipperAlpha

This Week in Earnings 18Q4LipperAlpha

Earnings InsightFactset

Economy Week AheadBB
U.S. and China Barrel Toward Trade-War Deadline * Israel, South Korea rate decisions, Powell delivers testimony

Take Five: World markets themes for the week aheadReuters
US-China trade talks * US from shutdown to slowdown * ECB and low inflation * Brexit * Elections

Key events in developed markets next weekING
Will UK MPs finally be happy with May's Brexit negotiations? Unlikely, but we're keeping a close eye out for the Cooper-Boles amendment in case it re-emerges as an alternative. Aside from Brexit, we turn towards the Eurozone's labour market data to see if it has sustained its recent strength

Key events in EMEA and Latam next week ING
The weakness in German business surveys is a troubling sign for central and eastern Europe. PMI data from Poland and the Czech Republic next week will shed light on the depth of the slowdown in manufacturing while in Hungary, the focus turns to the central bank 

Considering its considerable weight in world GDP, slower growth in China causes spillover effects. Over the past 12 months, countries which are more exposed to China in terms of exports have seen a bigger drop in their new export order assessment.

Week in FocusRansquawk

Week AheadNordea
Chinese imports of US goods have plummeted, in another intriguing chapter of the trade conflict. Is China trying to trigger a US manufacturing meltdown? Meanwhile, the Fed intends to end QT in late 2019, but is it already priced in?

Weekly FocusDanske Bank
Trade talks enter critical phase as Brexit deadline draws closer

Macro Weekly: Industrial downturn deepensABN AMRO
A string of data around the world related to exports and industry weakened further. The past tightening of financial conditions combined with uncertainty related to trade policy is probably still feeding through. Some of these forces are turning for the better, but not yet sufficiently so to be a strong tailwind. The good news comes in the shape of signs of resilience of domestic demand in a number of key economies. On balance, we expect the global economy to regain some traction later in the year, but a strong rebound, as we saw in 2016-17, is unlikely

China WeeklyDanske Bank
Credit splash and metals add to signs of growth bottom * High-level trade talks get more specific, stable CNY to be part of a deal * Is the US losing the battle over Huawei in Europe?

Asia week ahead: Deal, no deal, or extended truce ING
Two key events that will push everything else into the background next week – the deadline to reach a deal on US-China trade conflict and the second Trump-Kim summit

Market GuideDanske Bank
Brexit and trade war are still the main themes

Weekly Market CommentMarc Chandler
While the capital markets are calmer, the underlying uncertainties remain as stark as they were in December.

FX weekly: QT cannot run foreverNordea
An end to QT by Q4 2019 will probably not be a big game changer for EUR/USD by now. We will need a premature end to QT to lead EUR/USD higher. The Fed might though decide to indirectly let excess liquidity shrink further, even after the end of QT.
Weekly Market SummaryThe Fat Pitch
NDX, RUT and DJIA have all risen 9 weeks in a row. Long win streaks like these have a very strong propensity to continue higher over the next several months, although an interim period of consolidation and retracement is frequent. That SPX is now back at the top of its trading range from October to early December perhaps makes that outcome likely now as well. But years that start as strongly as 2019 have almost always (more than 90% of the time) added sizable gains the rest of the year.

Week ahead FT
Trump-Kim summit, Brexit votes, Mobile World Congress