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Sunday, May 5

5th May - Weekly Previews #4080






U.S. Weekly FundFlows Insight ReportLipperAlpha
Despite Record Highs for the S&P 500, Investors are Net Redeemers of Equity Funds for the Week

This Week in Earnings 19Q1LipperAlpha

Earnings InsightFactset

World Economy Week AheadBB
U.S.-China Trade Deal Talks Enter Endgame * Central banks in Brazil, Norway, Australia all hold meetings

Take Five: World markets themes for the week aheadReuters
Cross-asset volatility at record lows * Hope in economic data? * US weakness “transitory”? * Tech giants smash expectations * Australia and New Zealand ponder rate cuts

Key events in developed markets next weekING
A potential US-China trade deal could well be within touching distance and US data should remain decent, both of which don't point towards a Fed rate cut this year. The first-quarter GDP report is out for the UK too and here we anticipate a solid figure, though 'no deal' stockpiling preparations are likely to be the main driver
In this article

EcoWeekBNP PARIBAS
US: Strong growth but questions about quality

Week in Focus – Ransquawk

Week AheadNordea
Trump sounds increasingly like a textbook MMT supporter, while the Fed could pave the way for inflation overshooting. Powell sounded less inflation worried than other Fed members, but it is not as if Powell has been the thought leader within the Fed

Weekly FocusDanske Bank
Reaching the endgame in US-China trade talks * EU spring forecasts * US CPI, China’s exports and CPI

Macro WeeklyABN AMRO
Mixed data as you would expect around the turn of the cycle * Eurozone industrial sector remains in the doldrums * Canary in the coal mine: Korean exports improving * US productivity gains accelerating

Weekly Market CommentMarc Chandler
Does Macro Matter?

FX WeeklyNordea
The US Treasury will likely inject as much as 300bn of excess reserves in to the banking system, which will more than offset SOMA-redemptions. This could be seen as USD negative news. In Scandiland we see four reasons to go short NOK/SEK.

Week aheadFT
South Africa goes to polls, UK GDP data, tech group conferences

China WeeklyDanske Bank
75% chance we have a trade deal by the end of next week

Key events in EMEA and Latam next weekING
Data from Hungary next week is likely to underscore concern about accelerating inflation, raising further questions about the central bank's credibility