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Take
Five: market themes–
Reuters
G7
- deep in the Woods? * China under pressure * Q2 earnings a reality check? * After
China, tariff heat to Europe * British pound under pressure
Key
events in developed markets next week – ING
More
Fed speakers over the coming week together with the Fed’s Beige book– the
anecdotal survey on the state of the economy will add more colour to the mixed
picture in the US, but a 25bp rate cut looks like the order of the day. Across
the pond, a raft of UK data will probably give ammunition to those mulling a
rate cut and those who want to tighten policy too
EcoWeek – BNP
PARIBAS
Monetary
easing at full employment: how effective?
Global
Week Ahead
– Scotiabank
US:
The dominant focus over the coming week will be that the Q2 earnings season
begins in earnest and with the usual early focus upon financials. Macro data
risk will also hang over markets, and Fed-speak will continue. * Europe: Eurozone
and UK inflation * Asia: How China’s economy grew in the face of rising trade
tensions will be the prime focus for Asian markets with potentially strong
spillover effects upon the rest of the world.
Key
events in EMEA and Latam next week – ING
A
calm week ahead in EMEA and Latam. In Russia, household indicators could offer
some support for a rate cut while in Poland, we're looking for some relatively
soft activity data
Weekly
Market Comment
– Marc
Chandler
What
to Watch if Fed and ECB are Committed to Easing