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U.S. Weekly FundFlows Insight Report – LipperAlpha
Funds
Take in Net New Money for the Third Straight Week
This Week in
Earnings 19Q1
– LipperAlpha
Earnings Insight – Factset
World Economy Week
Ahead
– BB
World
economy beset by trade war gets data insight: German GDP, U.S. retail sales,
Chinese data to be released
Week ahead – FT
Australia
election, German GDP, China tech results
Take Five: World
markets themes for the week ahead – Reuters
Yield
curve inversions * US-China talks set to continue * Despite weaker world
economy, oil price remains holds above $70/bbl * US retail sales * Italy’s
budget tension
Global Week Ahead – Scotiabank
US: retail sales (weak auto sales weigh it down), Fed speak * Europe: inflation, German Q1 GDP, revised euro area GDP
Key events in
developed markets next week – ING
Markets
will be keeping a close eye on US-China trade tensions as the tariff battle
commences. But in better news, solid US retail sales should reinforce our view
that a Fed rate cut is becoming increasingly unlikely. Brexit is also back, but
(not so) bigger than ever, as we suspect the Labour party will still be
reluctant to strike a deal
EcoWeek – BNP
PARIBAS
Week
in Focus – Ransquawk
Week Ahead – Nordea
Equity
bull story suddenly looking ropey * Hard data may be moo points due to trade
escalation * Riksbank flogging a dead horse since 2015
Weekly Focus – Danske
Bank
Trade
heat is on - bumpy road ahead
Government Bonds Weekly – Danske Bank
QE
reinvestments positive for Portugal and Ireland, we recommend buying 1Y BOT
Weekly
Market Summary – The Fat Pitch
Weekly Market
Comment
– Marc
Chandler
Trade,
the Dollar, and the Week Ahead
FX
Weekly – Nordea
China Weekly: Chicken
game is back on
– Danske
Bank
Six
months of progress in trade talks have ended abruptly. There is now a clear
risk that a deal will not be reached until H2 and a period of financial stress
will be needed to get us there * CNY took a big hit this week and weakening
pressure is set to persist short term * More data for April disappointed,
confirming that key figures for March were too good to be true. The outlook is
blurred by renewed trade tensions.
Key events in EMEA
and Latam next week
– ING
Next
week brings a flurry of 1Q19 GDP growth reports and the view is mixed. In the
Czech Republic and Poland, we anticipate mild disappointment while in Hungary,
we're gearing up for a record figure