I'm on Twitter.
Trade
Turmoil Wipes $5 Trillion Off Global Stocks In Worst May Since 2010
Week Ahead Market Questions – FT
How
serious is Trump’s latest tariff threat against Mexico? * Can the Trump-Abe
cosiness shield Japan from trade war fallout? * Will investors continue to back
out of Italy?
G-20
meeting a Mexican stand-off * Recession indicators * ECB meeting * Fed
conference * Rome-Brussels stand-off
ECB:
revised macro forecasts, TLTRO details, tiering, further stimulus, target
changes, Draghi has only four meetings to go US: Expect Fed signaling
US
jobs data, global PMI surveys and an ECB meeting top the agenda next week
Does
psychology dominate company fundamentals?
When
it rains, it pours. Several temporary factors have led to a surge in Chinese
food prices right when Trump is upping his battle on the trade front. No wonder
that markets fear a Chinese domestic slowdown (again) and the global
repercussions.
As
sentiment turns sour, we look for hard data to match
Trade
conflict or something else? * Eurozone economic sentiment improves *Industrial
production in Japan and Korea improves * But China manufacturing PMI drops back
again
FX Weekly – Nordea
Trump
may have (finally) discovered that he can unilaterally impose tariffs on any
country for almost any whatsoever reason. Trump’s “put” looks to be (at least)
5-10% further away, why SEK remains a better pick than NOK in this environment.
The
trade war remains the key theme for markets in a week that will see China’s
retaliatory tariffs on $60 billion of US goods come into effect. Adding to the
volatility is a raft of economic data and two central bank meetings
Activity
data from Hungary next week should confirm the positive momentum. Elsewhere, a
central bank meeting in Poland is likely to be a non-event but discussions
around the 2020 inflation outlook could prove interesting