Here are the links to the weekly roundups and previews of the beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Market
Volatility Jumps To 7 Year High As Global Economic Data Slumps
Earnings Insight |
Apr 6
– Factset
US Weekly FundFlows | Apr 6 – Lipper Alpha
Investors
Continue to Flee Equity Funds
This Week in
Earnings 18Q1 | Apr 6
– Lipper
Alpha
S&P 500
Earnings Dashboard | Apr 6 – Lipper
Alpha
STOXX 600 Earnings
Outlook | Apr 3
– Lipper
Alpha
NEXT WEEK
Key
events in developed markets next week – ING
A busy week ahead with US core CPI set to
return to the 2% target, a raft of Fed speakers including Powell and Eurozone
trade and industrial production data
EcoWeek – BNP PARIBAS
Eurozone: Pent-up consumption, sign of
hope or concern?
Week Ahead: The
roller-coaster ride continues – Nordea
S&P
500 is in “make it or break it” territory and there is still a raised risk of a
second-round correction. The global PMI momentum continues to worsen, which
indicates that we have seen a temporary peak in long bond yields. Focus on FOMC
next week.
Weekly Focus: From
trade war to central bank minutes – Danske
Bank
US-China
trade conflict key, we may be past the worst * US CPI and FOMC minutes * Euro
area ECB minutes
Strategy: First rounds
of ‘trade war’ over, markets not spooked – Danske
Bank
Trade war round two is over * Momentum is changing, which could postpone ECB’s normalisation decision * EUR/USD range-bound for now * Libor/OIS spread stabilising
Trade war round two is over * Momentum is changing, which could postpone ECB’s normalisation decision * EUR/USD range-bound for now * Libor/OIS spread stabilising
Global
Week Ahead
– Scotiabank
US communications breakdown * EZ ECB guidance
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Debt-to-Profits Outperforms Debt-to-GDP
Macro Weekly – ABN AMRO
Weekly Market Comment – Marc
Chandler
Key
Chart Patterns in FX
Weekly Macro Comment – Marc Chandler
Trade and Equity Market Dynamics Dominate
FX Weekly:
Like watching paint dry, they said – Nordea
Fed
said that QT would be like watching paint dry. But as LIBOR/OIS has widened and
short VIX products have blown up, it is getting increasingly evident that it
won’t be that boring. Is this just the beginning and how will EUR/USD fare?
G10 FX week ahead:
No signs of a cease-fire – ING
As
yet there are no signs of a cease-fire being declared in the US-China trade war
and we expect the dollar to remain on the back foot. Away from trade, US
inflation and FOMC minutes will be the highlight next week. Any acceptance from
the Fed that the rise in USD Libor is doing some of its work would also be a
dollar negative