Here
are the links to the weekly roundups and previews of the beginning week.
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Weekly Market
Review
– ZH
Stocks
Bounce On Biggest Short-Squeeze Since Brexit, But Banks & Bullion Bruised
Earnings Insight |
May 4
– Factset
US Weekly FundFlows
| May 4 –
Lipper
Alpha
Funds
Take in Net New Money for the Second Straight Week
This Week in
Earnings 18Q1 | May 4–
Lipper
Alpha
S&P 500
Earnings Dashboard | May 4 – Lipper
Alpha
STOXX 600 Earnings
Outlook | May 1
– Lipper
Alpha
NEXT WEEK
Key events in
developed markets next week – ING
Federal
Reserve: On course for June * Bank of England set to buy itself time as
consumer worries mount * Attention on German industrial data after a
disappointing first two months * Inflation in focus for Scandinavia
EcoWeek – BNP
PARIBAS
Inflation
in the US is very close to the Fed’s goal and the FOMC expects it will remain
like that for quite some time. The FOMC insists that its inflation goal is
symmetric. This gives more leeway in managing the tightening cycle. If
inflation is overshooting, it would imply a higher market sensitivity to upside
inflation surprises.
Week Ahead: The wobble
factors –
Nordea
Transatlantic
inflation divergence picking up * But Fed signalled willingness to tolerate
inflation overshooting * Riksbank minutes unusually interesting after
befuddling communication
Weekly Focus: Back
to economic indicators – Danske
Bank
US
CPI, BoE meeting
Global Week Ahead – Scotiabank
US:
The Iran recertification decision and the blowback on it will combine with US-China
trade tensions and another inflation update as the week’s main market risks.
Earnings season is winding down and Fed-speak should be concentrated into the
start of the week. ** Europe: BoE will probably be the main point of emphasis
over the coming week. Further developments in US-EU tariff tensions may be of
greater significance to global markets but a June 1st deadline for
possibly applying US steel and aluminum tariffs could push to the limit of the
deadline.
Weekly Market
Outlook
– Moody’s
M&A
Both Enhances and Diminishes Corporate Credit Quality
Macro Weekly – ABN
AMRO
European
drop in business confidence moderates, except in Germany * We still think the
softness is temporary * And we stick to our base scenario of sustained
above-trend eurozone growth this year
Weekly Market
Comment
– Marc
Chandler
Dollar
Momentum Slows