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Sunday, April 28

28th Apr - Weekly Previews #4076

U.S. Weekly FundFlows Insight ReportLipperAlpha

World Economy Past WeekBB
Central Banks' Club of Caution Grows as Bad News Piles Up * Riksbank, Canada ease back, Ukraine cuts borrowing costs

World Economy Week AheadBB
Investors Brace for a Big Week of Insights Into World Economy * Fed sets rates before U.S. releases payrolls data for April

Take Five: World markets themes for the week aheadReuters
USD at two-year highs * After the Fed’s dovish pivot, stocks at record highs and less recession worries – don’t expect a reverse of the pivot yet * 10-day Japanese holiday and the risk of flash crashes * European earnings not as bad as expected * Bank of England meeting to face Brexit issues

Key events in developed markets next weekING
Major central bank meetings will take place, but it will be more about what policymakers say and not what they do - which is important. We also have the eurozone's first-quarter GDP report, but the chances of a rebound here have faded

EcoWeekBNP Paribas
The relationships between government debt, economic growth and interest rates are complex and varied.

Week AheadNordea
Growth signals from sentiment surveys key to sustain risk appetite * Riksbank doing more of the same, trying to achieve a different outcome * Could low US inflation prompt Fed rate cuts?

Weekly Focus: Euro area is still not out of the woods Danske Bank
EZ: Q1 GDP, inflation US: payrolls

Macro Weekly: HopeABN AMRO
When I left for my sabbatical the global economy was stumbling along. It still is.  But here is hope as the Fed has done a U-turn, the trade conflict has eased and Chinese policy stimulus appears to be having effects.

China WeeklyDanske Bank
US and China aim for trade deal in late May * March data better than expected but downside risk to April data * African swine fever crisis could give significant boost to inflation * Xi addresses concerns over Belt and Road Initiative at the Belt and Road Forum

Key events in EMEA and Latam next weekING
Despite the global tightening era coming to an end, the rationale of hiking rates still persists in the EMEA sphere. The Czech central bank is pretty much set to make a move higher next week, but the National Bank of Hungary - even though data says otherwise, is likely to stay put (for now)

Weekly Market CommentMarc Chandler
Who's the Driest Towel Now?

FX Weekly – Nordea

Government bonds weeklyDanske Bank
French bond performance will not last as focus turns to a growing budget deficit and the risk of higher bond issuance