Here are the links to the weekly roundups and previews of the beginning week.
Follow ‘MoreLiver’
on Twitter
LAST WEEK
Weekly Market
Review
– ZH
Stocks
Surge But Cryptos Tanked, ARS Spanked, & Dollar Bid Yanked
Earnings Insight |
May 11
– Factset
Weekly
Equity Fund Flows Turn Negative Despite the Up Market
What Happened in the World Economy This Week – BB
Oil prices, the dollar, sanctions, trade tensions, trips to the International Monetary Fund and shock election results.
NEXT WEEK
US
to keep up positive growth momentum * UK wage growth in focus as Bank of England
mulls summer rate rise * Economic slowdown in Germany * Norwegian GDP and
Swedish housing
Markets
have reacted in a calm way to the US decision to withdraw from the Iran nuclear
deal. Despite the increase in geopolitical uncertainty, there has been no
flight to safety and US treasury yields have followed oil higher. Should oil
prices continue to increase, this would end up acting as a headwind to growth.
Week in Focus – Ransquawk
A
mini-me version of 2014 * Trump’s Fed not a soft one * Riksbank dovish, but not
THAT dovish
Equities
Giveth and Taketh Away from Credit Quality
Breather
in Dollar Rally has Begun
Weekly
Macro Comment – Marc Chandler
Fed
Can Look Through the Data Easier than the ECB and BOJ
FX Week Ahead:
Getting over the dollar rally – ING
Unlike the more drawn out “taper tantrum” of 2013 – there are signs that this vicious circle of higher US rates and USD circle may well be coming to an end. As Take That said, “just have a little patience” and we believe that the theme of MEGA: Make Everyone (else) Great Again – that worked so well at the start of the year in FX markets – will come back in play
Unlike the more drawn out “taper tantrum” of 2013 – there are signs that this vicious circle of higher US rates and USD circle may well be coming to an end. As Take That said, “just have a little patience” and we believe that the theme of MEGA: Make Everyone (else) Great Again – that worked so well at the start of the year in FX markets – will come back in play