Week Ahead – Nordea
Trade
war alive and kicking, but China has turned on the liquidity taps * Risk
sentiment held up until Turkey started to spill over * Will the US really keep
outperforming as strongly? We’re not too sure
Weekly Focus – Danske
Bank
Trade
war and US sanctions dominating markets
Weekly Market
Outlook
– Moody’s
Profit
Outlook Offsets Record Ratio of Corporate Debt to GDP
Macro Weekly – ABN
AMRO
Lira
slide puts huge pressure on Turkey’s government *Contagion effects put pressure
on international community to help Turkey * German industrial sector still
under pressure * Chinese imports surge in July
Dollar
Surges, but Recent Gains Seem Exaggerated
Weekly Macro
Comment
– Marc
Chandler
Testing
the Dollar's Breakout
FX Week Ahead – ING
Donald
Trump is revelling in the use of the strong dollar in bringing his EM foes to
bear. Washington looks unlikely to ease sanctions pressure anytime soon and not
until the EM sell-off blows back into US asset markets will the dollar lose its
near-term lustre
FX Weekly – Nordea
Further
Turkish spill-overs to the Euro area keeps us short in EURUSD and with tensions
on the rise between US and China, Russia and Turkey at the same time, risks of
an asymmetrical retaliation strike are rising. Is it time to call in Steven Seagal?