World Economy Past
Week
– BB
Central
Banks' Club of Caution Grows as Bad News Piles Up * Riksbank, Canada ease back,
Ukraine cuts borrowing costs
World Economy Week Ahead – BB
Investors
Brace for a Big Week of Insights Into World Economy * Fed sets rates before
U.S. releases payrolls data for April
Take Five: World
markets themes for the week ahead – Reuters
USD
at two-year highs * After the Fed’s dovish pivot, stocks at record highs and less
recession worries – don’t expect a reverse of the pivot yet * 10-day Japanese
holiday and the risk of flash crashes * European earnings not as bad as
expected * Bank of England meeting to face Brexit issues
Key events in
developed markets next week – ING
Major
central bank meetings will take place, but it will be more about what
policymakers say and not what they do - which is important. We also have the
eurozone's first-quarter GDP report, but the chances of a rebound here have
faded
EcoWeek – BNP
Paribas
The
relationships between government debt, economic growth and interest rates are
complex and varied.
Week Ahead – Nordea
Growth
signals from sentiment surveys key to sustain risk appetite * Riksbank doing
more of the same, trying to achieve a different outcome * Could low US
inflation prompt Fed rate cuts?
Weekly Focus: Euro
area is still not out of the woods – Danske
Bank
EZ:
Q1 GDP, inflation US: payrolls
Macro Weekly: Hope – ABN
AMRO
When
I left for my sabbatical the global economy was stumbling along. It still is. But here is hope as the Fed has done a U-turn,
the trade conflict has eased and Chinese policy stimulus appears to be having
effects.
China Weekly – Danske
Bank
US
and China aim for trade deal in late May * March data better than expected but
downside risk to April data * African swine fever crisis could give significant
boost to inflation * Xi addresses concerns over Belt and Road Initiative at the
Belt and Road Forum
Key events in EMEA
and Latam next week
– ING
Despite
the global tightening era coming to an end, the rationale of hiking rates still
persists in the EMEA sphere. The Czech central bank is pretty much set to make
a move higher next week, but the National Bank of Hungary - even though data
says otherwise, is likely to stay put (for now)
Weekly Market
Comment
– Marc
Chandler
Who's
the Driest Towel Now?
FX
Weekly – Nordea
French
bond performance will not last as focus turns to a growing budget deficit and
the risk of higher bond issuance