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LAST WEEK
Weekly Market
Review
– ZH
Stock
Bulls Rejoice At Weak Wages, Cohn Exit, & Global Trade War
Earnings Insight |
Mar 9
– Factset
US Weekly FundFlows | Mar 9 – Lipper Alpha
Funds
Experience Overall Net Inflows, Driven by Money Market Funds
This Week in
Earnings 17Q4 | Mar 9 – Lipper
Alpha
What to Read This
Weekend
– BB
What Happened in
the World Economy This Week – BB
Central
Banks Don’t Need to Shift to Move Markets: Economy Week * Steel tariffs, U.S.
jobs blowout, women in policy-making
NEXT WEEK
Key
events in developed markets next week – ING
US inflation data should cement
expectations for four Fed rate hikes while in Europe, public appearances from
three ECB members will be closely watched
EcoWeek – BNP PARIBAS
Week Ahead: Less
Cohn, more Navarro –
Nordea
Tariff
fears continue – Auto tariffs next up? * Calm down markets, the ECB is still
dovish * Diverging paths in Scandinavia
Weekly Focus: From
symbolic to all-out trade war? – Danske
Bank
US
CPI, China hard data, EZ wage growth
Weekly
Strategy: ECB shrugs off political risks – Danske
Bank
Political risks resurfacing but ECB moves
on unabatedly * Eurosceptic win in Italy leaves political risk premium in EUR
and Italian bonds under pressure * Trump’s trade rhetoric is yet another USD
negative to ‘the list’ * ECB manages to deliver ‘hawkish’ shift in guidance in
a soft tone
Global
Week Ahead
– Scotiabank
The potential global aftermath of tariffs
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Internal Funds Outrun Corporate Debt by
Widest Margin Since 2011
Macro Weekly – ABN
AMRO
US
implements tariffs on steel and aluminium but grants exemptions to some
countries * Kim and Trump will meet * Draghi has found his mojo again * US
labour market back to Goldilocks
Weekly Market Summary – The Fat Pitch
Weekly Market Comment – Marc
Chandler
Dollar
Block may Outperform
Weekly Macro Comment – Marc Chandler
FX Weekly – Nordea
G10 FX Week Ahead:
The art of trade wars – ING
President
Trump will feel vindicated that his blunt threats have brought North Korea and
major trading partners to the negotiating table. FX markets have so far taken
the news in their stride, although US Treasury auctions next week will show
whether appetite for US assets remains robust. *** Eurozone finance ministers
may also have something to say about US protectionism when they meet on Monday.
Retaliatory tariffs anyone? Next week will also see monetary policy meetings in
Switzerland and Norway - with potentially diverging implications for the CHF
and the NOK.