Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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on Twitter
LAST WEEK
Stocks
End Best Quarter In Years With A Whimper But Gold Is Winner
[video] Bloomberg’s What'd You Miss – BB
U.S.
Weekly FundFlows Insight Report – Lipper
Alpha Insight
Despite
a Blow to Trump’s Healthcare Replacement Bill, Investors Are Net Purchasers of
Fund Assets for the Week
Earnings Insight – Factset
NEXT WEEK
Beyond
jobs, car sales to give insight on consumer health
EU Week Ahead – WSJ
US: Obamacare repeal-and-replace failed,
massive tax cuts are campaign promises so far
Central
banks’ future monetary policy steps have drawn a lot of attention recently.
This trend is likely to continue next week when for example US payrolls data
and Fed minutes should shed light on the Fed’s next moves.
Euro
area retail sales, jobs data, ECB minutes * US jobs report
The
EU favours a multi-speed Europe – progress will depend on upcoming elections * Italy
is the big worry – expect the EU to get tougher on its debt and banking
problems * Greece has become a political issue between the EU and the IMF but
do not expect a summer-2015 scenario * The ECB is unlikely to raise rates
before late 2018 at the earliest, in our view.
Asia:
Xi Versus Trump * US: An Antidote For Tedium * Canada: Macro Data, Micro Risks *
Latin America: Divergent Inflation * Europe: Tracking Q1 Growth Versus
Sentiment
Near
Perfect Equity Market Firms Credit
Article
50 invoked for Brexit * Eurozone inflation falls back * US inflation continues
trend up * Confidence data mostly stronger, again
FX Outlook – Marc
Chandler
New
Month, New Dollar?
Macro Comment – Marc
Chandler
The
Macro Backdrop at the Start of the Second Quarter
Aurelija
Augulyte’s Weekly FX – Nordea
Global
economic surprise index finally turning lower - watch out for stocks. The USD
bounced from the 2014 uptrend, likely corrective move. EUR/USD at support. In
gold we trust.