U.S. Weekly
FundFlows Insight Report – LipperAlpha
This Week in
Earnings 18Q4
– LipperAlpha
Earnings Insight – Factset
Take Five: World
markets themes for the week ahead – Reuters
Yield
curves * End of the road for Brexit? * US labor markets * US-China trade talks
* Turkey
Key events in
developed markets next week – ING
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
EcoWeek – BNP
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 Focus – Danske
Bank
US
jobs report * Euro area March inflation * Brexit extension? China PMIs
Global Week Ahead – Scotiabank
US:
jobs, retail sales, ISM manufacturing, durable goods orders * Europe: Brexit criticality,
euro area March inflation * Asia: trade talks and central bank decisions
Macro Weekly – ABN
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
Weekly
– Danske
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 ahead – ING
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
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 Weekly – Danske
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
Summary
– The
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
Comment
– Marc
Chandler
The
Green Shoots of Spring
FX
Weekly – Nordea
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 ahead – FT
Italy-EU
talks, US jobs report, Nato's 70th anniversary
Week ahead - RANsquawk