This Week in
Earnings 18Q4
– LipperAlpha
Earnings Insight – Factset
Global Economy
Week
– BB
ECB
Considers When to Join the Dovish Camp * U.S job numbers, China policy summit,
Turkish rate decision
Take Five: World
markets themes for the week ahead – Reuters
Theresa
May’s U-turn: a Brexit delay? * US walks away from North Korea, but not from a China
deal? * ECB meeting * US jobs * Turkey’s central bank meeting
Key events in
developed markets next week – ING
Next
week's US data should be fairly decent, and we'll be listening out for any
details on a potential US/China trade deal that could lift some of the gloom
surrounding the global economy. Meanwhile, all eyes are on the ECB for any
further hints surrounding fresh policy options to tackle liquidity and bank
lending problems,
EcoWeek – BNP
PARIBAS
Sentiment
measures offer mixed picture
Week in Focus – Ransquawk
China
NPC * ECB meeting * US jobs * Brexit
Week Ahead – Nordea
It
is delay time. Brexit is delayed; Trump postponed tariffs, while China has
temporarily cancelled deleveraging. Could Chinese developments reflate the
global economy once again? If so, a lot of market participants will be caught
wrong-footed.
Weekly Focus – Danske
Bank
How
will ECB respond to weakness? * US job growth likely peaking, but wages to grow
Macro Weekly – ABN
AMRO
If
a US-China trade deal becomes real, the number one risk for the global economy
eases * The more dovish monetary policy stance of the main central banks takes
time to filter through, but is expected to gradually give economies tailwind
later this year * Meanwhile trade distortions are starting to hit manufacturing
export orders sharply, hurting European export-driven economies most * Tight
labor markets, rising wages and low unemployment keep consumers spending and
most economies resilient, but for how long will they hold?
Weekly Market
Comment
– Marc
Chandler
Dovish
Hold by the ECB and Uptick in US Wages will Underscore Divergence
FX Weekly – Nordea
Curb
your deleveraging * China slowdown worries may be past their peak * ECB taking
its time to revise forecasts * Will Fed tolerate inflation overshooting?
Week ahead – FT
China
congress, US jobs data, ECB sets rates