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LAST WEEK
US Weekly
FundFlows –
Lipper
Alpha
This Week in
Earnings 18Q1 –
Lipper
Alpha
S&P 500
Earnings Dashboard
– Lipper
Alpha
STOXX 600 Earnings
Outlook –
Lipper
Alpha
NEXT WEEK
EcoWeek – BNP
PARIBAS
High
international correlations of markets can reflect the existence of global
shocks, global swings in risk aversion or contagion. Contagion can be caused by
a wide variety of factors. Taking into account the nature of the contagion is
important when assessing its economic consequences.
Week in Focus – Ransquawk
The
EUR has made a decent comeback after the ECB’s chief economist Praet indicated
that the June meeting on Thursday is LIVE, while the FOMC will remain on
quarterly auto-pilot, without providing any help to the Indian Central Bank
pledging for it.
Weekly Focus:
Mother of all weeks
– Danske
Bank
Strategy: Global
growth still supports equities – Danske
Bank
Global
growth has slowed but is set to stay above the potential growth rate * Volatility
has increased but fundamentals support equities in 3-12M * Gradual monetary
policy tightening amid muted inflation pressures * EUR/USD lower for longer but
not forever
Global Week Ahead – Scotiabank
Mon:
G7-reaction Tue: US-North Korea summit, US CPI Wed: FOMC meeting, Thu: ECB
meeting Fri: BoJ meeting, US decision on China tariffs
Weekly FX
Sentiment Report
– Scotiabank
Weekly Market
Outlook
– Moody’s
Economic
Growth Slows as Ratio of Debt to GDP Climbs Ever Higher
Macro Weekly – ABN
AMRO
German
soft patch continues, as Chinese import growth surges, and the ECB prepares to
exit * But factors were in place for sizeable correction at some stage
Weekly Market
Comment
– Marc
Chandler
The
Dollar's Correction may not be Over
Weekly
Macro Comment – Marc Chandler
FX
Weekly – Nordea
G10 FX week ahead:
Dollar isolationism
– ING
The
week ahead will be dominated by the aftermath of the G7 leaders' meeting in
Quebec, Trump's meeting with Kim Jong Un, a likely Fed hike and a more hawkish
ECB. With Trump and the Fed forging ahead with their domestic agendas, expect
the dollar to stay supported and the risk environment to stay fragile
Government Bonds
Weekly
– Danske
Bank
Waiting
for the ECB – markets can live with an ‘end to QE’ as reinvestments take over