Week Ahead – Nordea
As
the trade war has re-ignited between the US and China this week, new evidence
of slowing cyclical momentum appeared. With a new upward revision to the US
treasury issuance plan, who will buy the treasuries, if no foreign help is to
be expected?
Global Week Ahead – Scotiabank
Weekly Market
Outlook
– Moody’s
Upon
Further Review, Debt to EBITDA Still Falls Short as an Aggregate Predictor
Macro Weekly – ABN
AMRO
Upward
revision to US savings rate creates more upward potential for the economy * US
economy continues to power ahead * Business confidence in the eurozone appears
to be bottoming out * Asia appears hit by the trade conflict
Weekly Market
Comment
– Marc
Chandler
Is
the Dollar Breaking Out?
Weekly
Macro Comment – Marc Chandler
FX
Weekly – Nordea
A flat USD-curve
could be a sign for long-term investors to load up on EM again, especially
relative to cyclicals, as the ISM index will likely continue south. EUR/USD
range bound with a downward bias.
G10 FX week ahead – ING
Donald
Trump's threat to impose a 25% tariff on another $200 billion of Chinese
imports, along with strong domestic data, is keeping the dollar bid across the
board. The risk is that Trump pushes too hard - but that looks like a risk he's
prepared to take. Expect the dollar to stay in demand in the coming week