U.S. Weekly FundFlows
Insight Report
– Lipper
Alpha
Funds
Experience Net Outflows Thanks to Equity Funds and Money Market Funds
Earnings Insight – FactSet
Take Five: World
markets themes for the week ahead – Reuters
Key events in
developed markets next week – ING
It's
back to the Brexit drawing board for Theresa May next week as she heads to
Europe for more talks. But with the EU standing firm, is there any chance for a
deal that parliament can agree on? Elsewhere, a backlog of delayed US data is
due over the next few weeks following the end of the government shutdown
EcoWeek – BNP
PARIBAS
Fed
turning a corner, but into which direction?
Week in Focus – Ransquawk
Week Ahead – Nordea
Fed
sent a clear and dovish message * US curve steepeners keep performing * Norwegian
growth explosion amidst Swedish gloom
Weekly Focus – Danske
Bank
US:
data after shutdown, FOMC speeches * Europe: Brexit talks, BoE’s uninteresting
meeting
Macro Weekly – ABN
AMRO
Distortions,
distortions, I am giving up, see you after Easter * It is increasingly hard to
read the tea leaves of the global economy due to distortions * A few
surprisingly good European indicators, but weakness persists * Further fall
Asian PMIs
China Weekly – Danske
Bank
On
track for a trade deal, first signs of a bottom in growth
Weekly Market
Comment
– Marc
Chandler
The
Week Ahead is Mostly About Digestion
FX weekly: Is
Powell turning into a MAGA-man? – Nordea
The
big U-turn by Powell is good news for our short USD view, even if the February
liquidity headwind for USD may be smaller than anticipated. If one assumes that
QE/QT only works via flow-effects, then an end to QT may be as positive as 66%
of QE2.