Here
are the links to the weekly roundups and previews of the beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Fistfuls
Of Dollars And The Good (Bitcoin), Bad (Bonds), & Ugly (Semis) Markets
Earnings Insight |
Apr 20
– Factset
US Weekly FundFlows | Apr 20 – Lipper Alpha
Net Outflows From Money Markets Funds Dominate
This Week in
Earnings 18Q1 | Apr 20 – Lipper
Alpha
S&P 500
Earnings Dashboard | Apr 20 – Lipper
Alpha
STOXX
600 Earnings Outlook | Apr 17 – Lipper
Alpha
NEXT WEEK
Key
events in developed markets next week – ING
Macro momentum keeps Fed on track * Expect
a heated ECB meeting but without any clear conclusions * Expect UK GDP to cool
as freezing temperatures bite * Will a NAFTA deal be reached in the next couple
of weeks? * The Ifo index to echo recent weak German data
EcoWeek – BNP PARIBAS
Week Ahead: Don’t
get complacent. PMIs will weaken further – Nordea
Risk
appetite has been on the rise as geopolitical tensions have faded, but the most
important underlying reason for the shaky market will be right back on the
agenda next week. The global loss of momentum will be visible in next week’s
PMIs again.
Weekly
Focus: Business cycle weaker as trade tensions continue – Danske
Bank
US:
Q1 GDP * Euro area: April flash PMI and German IFO, ECB meeting * Trade war
tensions in focus
Weekly Strategy: Business
cycle weaker as trade tensions continue – Danske
Bank
We look for the global business cycle to head lower * Trade tensions continue between the
We look for the global business cycle to head lower * Trade tensions continue between the
US
and China – we still await Trump’s decision on the extra USD100bn of Chinese imports
subject to tariffs * We have changed our ECB call and now look for the first
hike in Q4 19 – but for 20bp instead of 10bp * Risk sentiment improving, yields
higher on hawkish Fed and rise in commodity prices
Global
Week Ahead
– Scotiabank
US: Earnings and data risk * IMF and World
Bank meetings * Europe: ECB, Riksbank,
Russia, Turkey central bank meetings
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Outstandings Now Show Leveraged Loans
Topping High-Yield Bonds
Macro Weekly – ABN
AMRO
Poor
data in Europe continues, April data must give more guidance * US: steady as
she goes (the economy, not politics) * China: retail sales growth stronger,
industrial production weaker, but all only marginally
Weekly Market Summary – The Fat Pitch
Weekly
Market Comment – Marc Chandler
Dollar tone improves
Dollar tone improves
Weekly
Macro Comment – Marc Chandler
FX Weekly: Relative
curvature is the new king of FX – Nordea
While classic rates spreads have not been able to explain the recent
moves in the G10 space, relative curvature is. The relative steepness of the
yield curves has been the best G10 indicator since 2016. Relative curvature is
the new king of FX.
G10 FX week ahead:
Will it be a carefree or careful Draghi – ING
FX
markets will be looking for some direction from key policy meetings in Europe
and Japan in the week ahead - though with trade and geopolitical risks still
bubbling in the background, expect central bankers to remain fairly
tight-lipped over their policy intentions