U.S. Weekly
FundFlows Insight Report – LipperAlpha
This Week in
Earnings 18Q4
– LipperAlpha
Earnings Insight – Factset
Take Five: World
markets themes for the week ahead – Reuters
Dovish
central banks * Brexit and GBP * Chinese New Year ends, trade talks * Slashed
growth outlook for Europe * US shutdowns and weakening macro
Key events in
developed markets next week – ING
We'll
be watching Eurozone industrial figures with caution next week hoping to gain
some insight into the length and depth of the economic slowdown. Otherwise,
it'll all be about the British PM's update to UK parliament on Brexit progress
next Thursday and the backlog of delayed US data releases
EcoWeek – BNP
PARIBAS
Eurozone:
what does weakening sentiment tell us about growth?
Week Ahead – Nordea
Plenty
of positive news might be priced in, as political risks are on the rise * China
once built a wall to keep foreigners out, now the US is building a wall to keep
the Chinese in * Norwegian inflation to help keep Norges Bank the odd man out
Weekly Focus – Danske
Bank
US-China
trade talks will continue * Q4 GDP data for Japan, Germany, UK * New government
shutdown from Friday if no budget agreement
Macro Weekly: Are
policymakers doing enough? – ABN
AMRO
The
global economy continued to slow at the turn of the year and the weakness is
likely to persist for a while longer * We are seeing a reaction from central
banks around the world to the slowdown in economic growth * Financial
conditions have eased and, perhaps helped by some lifting of policy
uncertainty, momentum will improve later in the year * We doubt economic growth
will improve sharply given that the actions by central banks have been
relatively modest so far * The improvement in financial conditions will take
time to feed through into demand
China Weekly – Danske
Bank
Trump
backtracks on Xi meeting, growth bottoming in Q1
Weekly Market
Summary –
The
Fat Pitch
SPX
has now gained 16% since Christmas Eve, while the Nasdaq is up 19%. NDX, RUT
and DJIA have now all gained 7 weeks in a row. Large, uncorrected gains like
these are typically at the outer limit before a period of consolidation/retracement.
That period appears to have started this week.
Weekly Market
Comment
– Marc
Chandler
Little
Resolution in the Week Ahead
FX weekly: Time to
care about Euro area politics again – Nordea
Investors
started to worry about the French election in Feb-17 - two months ahead of the
vote. European parliamentary elections are up in May, while Spanish turbulence
could start already next week. We opt for a more defensive short USD basket.