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Sunday, March 31

31st Mar - Weekly Previews #4057




U.S. Weekly FundFlows Insight ReportLipperAlpha

This Week in Earnings 18Q4LipperAlpha

Earnings InsightFactset

Take Five: World markets themes for the week aheadReuters
Yield curves * End of the road for Brexit? * US labor markets * US-China trade talks * Turkey

Key events in developed markets next weekING
Key US data next week could confirm whether expectations for aggressive interest rate cuts are justified while business surveys and inflation data from Europe may offer clues about the ECB's next steps

EcoWeekBNP PARIBAS
After last week’s poor Eurozone flash PMIs, data published this week show a mixed picture.

Week Ahead Nordea
The long-end receiver party continues, as the ECB provided new dovish hints at the ECB Watchers conference. Will falling real rates be enough to keep volatility low and equities elevated? Colour us doubtful.

Weekly FocusDanske Bank
US jobs report * Euro area March inflation * Brexit extension? China PMIs

Global Week AheadScotiabank
US: jobs, retail sales, ISM manufacturing, durable goods orders * Europe: Brexit criticality, euro area March inflation * Asia: trade talks and central bank decisions

Macro WeeklyABN AMRO
Eurozone recession still not most likely, but risks are tilting to the downside * 10-year German Bund turned negative, corporate lending less favorable than it seems,  German manufacturing employment shrinks for the first time since the slowdown * ECB will do all it can, but fiscal aid is possible and would be helpful * Brexit negotiations have come to a deadlock

Government Bonds WeeklyDanske Bank
Tiering system expectations to support carry environment for now. But at the end of the day no tiering system in the eurozone

EMEA and LATAM week ahead ING
PMI surveys next week are likely to show that weakness in the eurozone and Germany is feeding through to sentiment in eastern Europe. But Hungary could well be an exception, with next week's data likely to add to the case for strong 1Q19 growth

Asia week aheadING
The current round of US-China trade talks may do little to cheer the markets next week in an otherwise busy period for economic data. The main highlight will be India’s central bank (RBI) policy meeting. Riding the wave of global monetary easing, the RBI is likely to deliver another 25 basis point rate cut

China WeeklyDanske Bank
A US-China trade deal is moving closer - report of 'unprecedented proposal' from China as new talks kick off in Beijing * Profit growth falls sharply on weak economy, more monetary stimulus is coming. * EU's Jean-Claude Juncker says calling China 'rival' is a compliment at meeting with Xi Jinping.

Weekly Market SummaryThe Fat Pitch
SPX and NDX are now just 3-4% from their September all-time high (ATH). On an equal-weigh basis, NDX has already made a new ATH.

Weekly Market CommentMarc Chandler
The Green Shoots of Spring

FX WeeklyNordea

There is a smell of Q1-2016 in the air, but the big difference is that equities do not trade with a recessionary bent currently. EUR/USD still managed to rise almost 10 big figures from late 2015 and into the summer of 2016.

Week aheadFT
Italy-EU talks, US jobs report, Nato's 70th anniversary
 
Week ahead - RANsquawk