NEXT WEEK
EcoWeek – BNP
PARIBAS
Speculative
positioning in VIX futures shows investors expect volatility to remain low,
which implies an absence of growth or inflation shocks. The flattening of the
US yield curve shows investors expect slower growth. These conflicting views
may reflect differences in investment horizon but in the end, only one of the
two can get it right, which is a source of concern.
Week in Focus – Ransquawk
Global Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Weekly Market
Comment
– Marc
Chandler
Dollar
is Both Range-Bound and Trending
Weekly Macro
Comment
– Marc
Chandler
For
the Millionth Time: Investors Exaggerate Trade Tensions at Their Own Peril
FX Weekly – Nordea
China
and the CNY are key for the global cycle. If USD/CNY continues higher, it may
worsen the global slowdown already predicted by our models. Also, another month
means another communication disaster from the Riksbank. We decide to go long
EUR/SEK.
G10 FX week ahead – ING
The
Federal Reserve Chair's semi-annual testimony to Congress is the headline event
in an otherwise quiet week. As investors get ready for a summer of Trumpian
trade and geopolitical risks, a resolute hawkish Fed remains a forcible
headwind for risky assets. A status quo Powell may just see the markets love
for the US dollar endure for a bit longer