U.S. Weekly
FundFlows Insight Report – LipperAlpha
This Week in
Earnings 18Q4
– LipperAlpha
Earnings Insight – Factset
World Economy
Weekly
– BB
China
Growth Mystery Scares Global Economy in Weakest Shape in Years * Uncertainty
over Brexit, U.S.-China trade dispute persists
Take Five: World
markets themes for the week ahead – Reuters
Brexit
extension? * Boeing * Fed pauses hikes * Economic surprises * Bank of Japan in
a corner
Key events in
developed markets next week – ING
More
of the same from the Fed, but don't rule out a hike * Brexit: Get ready for
‘Meaningful Vote 3 - the ultimatum’ * European Council Meeting: Likely a Brexit
takeover, but key points will still be discussed * Canada: Inflation, back on
its feet?
Key events in EMEA
and Latam next week –
ING
Poland
will receive an influx of domestic data next week, and in our view, it looks
pretty good. The strong labour market should reinforce solid domestic activity.
Although we can't say the same for Russia, as the additional measures to
support household income won't translate into wages straight away
EcoWeek – BNP
PARIBAS
China:
Towards a stabilisation of growth? Not yet
Global Economy Week – BB
Fed’s
Wednesday meeting set to end with revised dot plot * U.K., Brazil, Indonesia,
Russia, Norway, Switzerland set rates
Global Week Ahead – Scotiabank
US: FOMC meeting’s balance sheet considerations a possible surprise * Europe: Brexit drama
Week Ahead: Kick
the can down the road
– Nordea
Trade
deadlines, Brexit deadlines and Chinese deleverage plans are all kicked down
the road, but there is light at the end of the tunnel in Asia, even though hard
data are decelerating. A big test is still coming up for the equity rally,
though.
Weekly Focus – Danske
Bank
Expect
the EU27 to accept an extension of Brexit when they meet on Thursday-Friday * Fed
on hold while lowering the 'dot' signal for 2019 to one hike (from two) * Preliminary
Markit PMIs for euro area, Japan and the US
Macro Weekly – ABN
AMRO
Damaging
delay, with green shoots in Eurozone * Brexit delay springs hope for softness,
but uncertainty keeps damaging * Trade summit US-China delayed until April, but
China seems prepared * Inflation expectations in Eurozone springs hope of green
shoots
China Weekly – Danske
Bank
Xi-Trump
summit in April at the earliest, according to sources * Data for Jan/Feb was
mixed but leading indicators still point to recovery * Stock markets take a
breather as regulator sends warning.
Government Bonds
Weekly
– Danske
Bank
We
go long the Bund spread
Weekly Market
Comment
– Marc
Chandler
FOMC
meeting, Brexit and the EU summit, EMU flash PMI
FX
Weekly – Nordea