Here are the links to the weekly roundups and previews of the beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
Bond
Bear Bloodbath: EU Meltdown Sparks Safe-Haven Surge
Earnings Insight |
May 25
– Factset
US Weekly
FundFlows | May 24
– Lipper
Alpha
Investors
Inject Net New Money Into the U.S. Fund Industry for a Fifth Consecutive Week
This Week in
Earnings 18Q1 | May 25 – Lipper
Alpha
S&P 500
Earnings Dashboard | May 25 – Lipper
Alpha
STOXX 600 Earnings
Outlook | May 22
– Lipper
Alpha
Economy week – BB
NEXT WEEK
Key events in developed
markets next week
– ING
Focus
will be on the US jobs report, Eurozone inflation and UK consumer credit * US
Fed: "Gradually" getting there * Eurozone: Inflation bounce back and
preparations for the June ECB meeting * Eyes on UK consumer credit growth as
Bank of England mulls next move * Surge in oil prices to pick up German
inflation
EcoWeek – BNP
PARIBAS
The
ECB meeting account shows a central bank which is confident about the growth
outlook despite the recent softness of data. The concerns relate to global
factors which have become more prominent: the threat of trade protectionism.
This concern is also echoed by the Federal Reserve.
Week in Focus – Ransquawk
Week Ahead: Fake
news on FOMC! – Nordea
While
most interpreted the FOMC minutes as dovish, we don’t necessarily share that
view ahead of a week when US ISM, geopolitics and European inflation take
centre stage. Will the US momentum continue to hold up against the rest of the
world?
Weekly Focus: Politics
still setting the tone – Danske
Bank
US
May jobs report * EZ May inflation, Italy
Global Week Ahead – Scotiabank
Protectionism
is likely to figure prominently when G7 Finance Ministers and central bank heads
gather * US inflation, payrolls, ISM manufacturing * EZ inflation, tariff talks
Weekly Market
Outlook
– Moody’s
Higher
Interest Rates Will Be the Source of Their Own Demise
Macro Weekly – ABN
AMRO
German
PMI a big disappointment, but still not convinced of material, sustained
slowdown as Ifo stabilizes and trade data in Asia strengthen from earlier
weakness but Trumpian risks remain
Weekly
Market Summary – The Fat Pitch
Weekly Market
Comment
– Marc
Chandler
Greenback's
Advance Narrows
FX
Weekly: The Sumo SOMA days – Nordea
Large
SOMA redemption days have coincided with strong USD performance and weak risk
appetite. The next big redemption day is May 31st – a SUMO Soma day! We stay
tactially long the USD and short commodity FX.
G10 FX week ahead:
A turning point?
– ING
Stable German Ifo provided the first tentative glimmer of hope and if followed by a rise in inflation next week should prove to be a soft lid on the extent of the EUR/USD decline. On the trade war side, the focal point will be the US deadline on EU steel and aluminium tariffs. If President Trump goes ahead, then the EU has said it would respond
Stable German Ifo provided the first tentative glimmer of hope and if followed by a rise in inflation next week should prove to be a soft lid on the extent of the EUR/USD decline. On the trade war side, the focal point will be the US deadline on EU steel and aluminium tariffs. If President Trump goes ahead, then the EU has said it would respond