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Saturday, January 5

5th Jan - Weekly Previews


Take Five: World markets themes for the week ahead – Reuters

EcoWeek – BNP PARIBAS

Week Ahead: The rotten apple – Nordea
A weak economic momentum in China and a strong USD led Apple to revise down revenues during a week when the Fed economists’ favourite recession gauge officially inverted. Will debt ceiling liquidity relief be enough to turn around sentiment?

China Weekly Letter – Danske Bank
China hits the gas as the economy slows further * PMI survey points to very weak start to 2019 - more stimulus coming * Apple another casualty in the trade war - both US and China need a trade deal * Xi stresses self-reliance - and that Taiwan belongs to China

Weekly Focus – Danske Bank
2019 starts off on the wrong foot

Global Week Ahead – Scotiabank

Macro Weekly – ABN AMRO
A further loss of momentum, but recession can be avoided * US business confidence index falls most in ten years * Business confidence falls world wide, with a couple of remarkable exceptions * Markets send a strong message to policymakers * Inflation falls back strongly on oil