Fed:
Avoiding the risks of stargazing
Week Ahead: Hello
complacency
– Nordea
While
easing trade tensions speak in favour of a more benign economic momentum, we
warn against the recent move towards severe risk-on positioning in various
asset classes. The market is now short gold, Treasuries and VIX at the same
time.
Weekly Focus – Danske
Bank
Strategy – Danske
Bank
Italy
trading out of line compared with peers according to rating * NAFTA revamp
close to being concluded * EM continues to struggle * No frontrunner to replace
Draghi
Macro Weekly – ABN
AMRO
Weekly Market
Comment
– Marc
Chandler
Dollar
and Yen Strong Finish Warn of Next Week's Anxieties
Weekly Macro
Comment
– Marc
Chandler
Trade
Trumps US Jobs and Rising Stress in Spain and Italy is More Important than the
PMI
FX Weekly – Nordea
Anticipations
of a dovish Riksbank, an election risk premium in SEK and a hidden negative
liquidity driver in NOK, have all lead EUR/SEK and EUR/NOK higher in recent
weeks. Is it time to re-enter long Scandi positions ahead of a big week in
Sweden?
G10 FX week ahead – ING
Despite
the IMF probably agreeing to Argentina's request to front-load aid, we think it's
going to be another tough week for emerging markets. On Thursday, President
Trump could well push the button on the next round of Chinese tariffs, keeping
$/EM bid. Strong US payrolls and Italian budgetary concerns should also keep
the dollar in demand