U.S. Weekly
FundFlows Insight Report – LipperAlpha
Despite
Record Highs for the S&P 500, Investors are Net Redeemers of Equity Funds
for the Week
This Week in
Earnings 19Q1
– LipperAlpha
Earnings Insight – Factset
World Economy Week
Ahead
– BB
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 ahead – Reuters
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 week – ING
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
EcoWeek – BNP
PARIBAS
US:
Strong growth but questions about quality
Week
in Focus – Ransquawk
Week Ahead – Nordea
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 Focus – Danske
Bank
Reaching
the endgame in US-China trade talks * EU spring forecasts * US CPI, China’s
exports and CPI
Macro Weekly – ABN
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
Comment
– Marc
Chandler
Does
Macro Matter?
FX Weekly – Nordea
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 ahead – FT
South
Africa goes to polls, UK GDP data, tech group conferences
China Weekly – Danske
Bank
75%
chance we have a trade deal by the end of next week
Key events in EMEA
and Latam next week
– ING
Data
from Hungary next week is likely to underscore concern about accelerating
inflation, raising further questions about the central bank's credibility