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Sunday, May 12

12th May - Weekly Previews #4086



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U.S. Weekly FundFlows Insight Report
– LipperAlpha
Funds Take in Net New Money for the Third Straight Week

This Week in Earnings 19Q1 – LipperAlpha

Earnings Insight – Factset

World Economy Week Ahead – BB
World economy beset by trade war gets data insight: German GDP, U.S. retail sales, Chinese data to be released

Week ahead
– FT
Australia election, German GDP, China tech results

Take Five: World markets themes for the week ahead – Reuters
Yield curve inversions * US-China talks set to continue * Despite weaker world economy, oil price remains holds above $70/bbl * US retail sales * Italy’s budget tension

Global Week Ahead – Scotiabank
US: retail sales (weak auto sales weigh it down), Fed speak * Europe: inflation, German Q1 GDP, revised euro area GDP

Key events in developed markets next week – ING
Markets will be keeping a close eye on US-China trade tensions as the tariff battle commences. But in better news, solid US retail sales should reinforce our view that a Fed rate cut is becoming increasingly unlikely. Brexit is also back, but (not so) bigger than ever, as we suspect the Labour party will still be reluctant to strike a deal

EcoWeek – BNP PARIBAS

Week in Focus – Ransquawk

Week Ahead – Nordea
Equity bull story suddenly looking ropey * Hard data may be moo points due to trade escalation * Riksbank flogging a dead horse since 2015

Weekly Focus – Danske Bank
Trade heat is on - bumpy road ahead

Government Bonds Weekly – Danske Bank
QE reinvestments positive for Portugal and Ireland, we recommend buying 1Y BOT

Weekly Market Summary – The Fat Pitch

Weekly Market Comment – Marc Chandler
Trade, the Dollar, and the Week Ahead

FX Weekly – Nordea

China Weekly: Chicken game is back on – Danske Bank
Six months of progress in trade talks have ended abruptly. There is now a clear risk that a deal will not be reached until H2 and a period of financial stress will be needed to get us there * CNY took a big hit this week and weakening pressure is set to persist short term * More data for April disappointed, confirming that key figures for March were too good to be true. The outlook is blurred by renewed trade tensions.

Key events in EMEA and Latam next week – ING
Next week brings a flurry of 1Q19 GDP growth reports and the view is mixed. In the Czech Republic and Poland, we anticipate mild disappointment while in Hungary, we're gearing up for a record figure