Here
are the links to the weekly roundups and previews of the beginning week.
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LAST WEEK
Weekly Market
Review
– ZH
US
Stocks, Bonds, Dollar Bid After Quitaly Chaos, Rajoy's Rout, & Trade War
Turmoil
Earnings Insight – Factset
US Weekly
FundFlows
– Lipper
Alpha
Funds
Take in Net New Money for the Sixth Straight Week
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
Political
uncertainty in Italy has caused market turmoil with significant spillover
effects within but also beyond the Eurozone. Contagion within the eurozone was
of a different nature than in 2011. With a new government in place, attention
will now focus on its economic policy, in particular in terms of public
finances.
Week Ahead: Pasta
la vista, world trade – Nordea
Italian
politics has pushed EM off the front page * Evidence of a Swedish slowdown
accumulates * Will Trump blow up the G7 summit?
Weekly Focus: Turmoil
returns to the euro area – Danske
Bank
Global Week Ahead – Scotiabank
Weekly FX
Sentiment Report
– Scotiabank
Weekly Market
Outlook
– Moody’s
Fewer
Defaults Strongly Favor a Higher Equity Market
Macro Weekly – ABN
AMRO
A
lot of negativity, but equities hold their ground * Populist Italian government
starting * Trade dispute getting ever more serious * US economy solid, Europe
and Asia getting over soft patch
Technicals
Warn of Window for Dollar Correction
Weekly Macro
Comment –
Marc
Chandler
Macro
Matters Now, Just Not the Data
FX Weekly – Nordea
We
don’t buy the story that Italian woes are the biggest reason behind the drop in
EUR/USD from 1.24-1.25 to 1.16-1.17. More than half of that move is due to USD
fundamentals. A full reversal of Italian worries might only take EUR/USD back
to 1.19.
G10 FX week ahead:
Trade war
– ING
The threat of a global trade war has moved to DEFCON 4 after major trading partners chose to retaliate against the US administration, broadening out steel and aluminium import tariffs. This will dominate the market narrative - especially after a fairly 'goldilocks' jobs report failed to help the USD break higher
The threat of a global trade war has moved to DEFCON 4 after major trading partners chose to retaliate against the US administration, broadening out steel and aluminium import tariffs. This will dominate the market narrative - especially after a fairly 'goldilocks' jobs report failed to help the USD break higher