Doves
Fly as Central Banks Rethink Outlook * ECB, Fed, BOE, Bank of Canada in no rush
to raise rates
Take Five: World
markets themes for the week ahead – Reuters
Monetary
policy voodoo coming? * Brexit breaking point * US retail sales trouble
temporary? * Slowing China * Emerging market flows slowing?
Key events in
developed markets next week – ING
Germany
suffered a disappointing end to 2018, and recent US numbers haven't been too
great either. But amongst the bundle of hard data we receive next week, we
think there is some positive news at the ready for both countries
EcoWeek – BNP
PARIBAS
The
Federal Reserve will conduct a review of its monetary policy framework and the
conclusions will be made public in the first half of 2020. Three questions will
be addressed: should the monetary policy stance take into account past misses
of the inflation objective? Are the tools adequate? How can communication be
improved?
Week in Focus – Ransquawk
Week Ahead – Nordea
Risky
assets running out of steam not necessarily because of trade worries * Changed
ECB and Riksbank calls after Draghi’s easing surprise * February will provide
another below-Riksbank inflation print
Weekly Focus: Another
central bank turns very dovish – Danske
Bank
US:
retail sales, CPI * Brexit votes * US-China trade talks
Macro Weekly: It’s
time to act
– ABN
AMRO
The
US no longer immune to the global slowdown. With trade deficit widening to
historic proportions, Trump urgently needs a deal, but China’s dramatic exports
drop indicates China needs it even more. Eurozone growth prospects remain weak,
ECB responds to sharply deteriorated outlook
China Weekly – Danske
Bank
Trade
deal to face hurdles close to the finish line
Weekly Market
Comment
– Marc
Chandler
Brexit
Comes to a Head, and while Europe and US Data Rebound, the Equity Rally Falters
FX weekly: Mario
Bla-blaghi
– Nordea
The
TLTRO surprise is not enough to alter our short-term view of a EUR/USD rebound,
as we consider the announcement mostly an illusion of an easing package. This
could also be the reason why Draghi “bla-bla'ed” more than usual.