Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Scoreboard – Between
The Hedges
Weekly
Market Review
– ZH
Banks
Battered, Biotechs Best As Yield Curve Crashes To 10-Year Lows
U.S. Weekly Fund Flows
Report
– Lipper
Alpha Insight
Funds
Suffer Worst Weekly Net Outflows of the Year So Far
Earnings Insight June-23 – Factset
NEXT WEEK
EcoWeek – BNP
Paribas
France: in better shape * China : China A
shares in MSCI index
Week Ahead: Traces
of oil in inflation numbers – Nordea
We
expect the drop in oil prices to be reflected in Euro-area and Japanese
inflation data. In the US, the focus will be on core PCE inflation. Retail
sales numbers will come out of Sweden and Norway.
Weekly Focus: Inflation
pressure still missing – Danske
Bank
US
and EZ inflation readings * German IFO
Strategy:
Oil, inflation expectations and the cycle – Danske
Bank
Supply/demand dynamics suggest the oil
price may fall further near term * Falling inflation expectations are driven by
weaker demand and lack of monetary policy response * A hard Brexit is still the
most likely outcome * Stay tactically long USD, slightly bearish equities * Expect
core global yields to range trade with a possibly slight upside bias in the US
Global Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Macro Weekly: Unusual
gap between EZ and US confidence – ABN
AMRO
With
the volatility of recent months now probably behind us, the most remarkable
trend is the widening gap between eurozone and US manufacturing confidence * World
trade was weak in April, but Asian May data suggests a material improvement has
occurred in global trade in May * Brexit negotiations off to a decent start *
A further fall of oil prices should not do the dame damage as in 2014/15
Speculative
Positioning
– Marc
Chandler
Surge
in Positioning amid Currency Contract Roll
FX Outlook – Marc
Chandler
Dollar
Upticks Fragile Without Interest Rate Support
Macro Comment – Marc
Chandler
Drivers:
A Couple Things that Aren't on Your Economic Calendar
FX weekly: Another
lowflation week?
– Nordea
With
dropping oil prices and falling inflation expectations, next week’s price data
from both the US and the EA is eagerly anticipated. Low volatility and carry
positioning are consensus positions heading into the summer dull, could we see
up-sets?