World
Economy Week
– BB
It
Was the Week Trade Wars Went From Uncomfortable to Scary * Beijing pledges to
counter Trump’s threat of more U.S. tariffs * Japan-South Korea feud boils over
amid trade actions, protests
World
Economy Week Ahead
– BB
The
Trade War Isn’t Taking a Summer Break * Australia, India, New Zealand central
banks set interest rates
Weekly Market Wrap – BB
Stocks
Suffer Worst Week of Year on Trade, Fed * China vows to retaliate on any new
U.S. actions; dollar lower * Oil rebounds from Thursday plunge; two-year
Treasury gains
Five
market themes for the week ahead – Reuters
Trade
war whiplash * Bond bonanza * Follow the Fed? * Tale of two economies * Not so
sterling
Key
events in developed markets next week – ING
Amid
a quiet week in US markets, keep an eye out for fireworks from the dollar bloc
central banks, as well as some particularly volatile UK growth numbers
Global
Week Ahead
– Scotiabank
US:
Trump’s threat to impose a 10% additional tariff on the remaining US$300
billion of non-tariffed imports from China with an escalator feature
thereafter. Retaliation risk and informing prospects for going ahead with the
next planned round of trade negotiations in September * Euro area: How did
Germany’s industrial and export complex end Q2? June releases for factory
orders (Tue), industrial production (Wed) and trade (Fri) * Asia: Four central
banks will deliver policy decisions, three update inflation readings, three
update GDP growth signals and China releases a wave of macro readings
Week
Ahead
– Nordea
The
Fed thinks the economy is mid-cycle, the market certainly doesn’t agree and
wants more candy. We bet that the Fed will lag the markets, unless a pronounced
comeback in sentiment surveys unfolds over the coming couple of quarters.
Macro
Weekly
– ABN
AMRO
Further
escalation trade conflict is big risk to the global economy * Eurozone GDP
growth halves * Chinese PMIs up a little while manufacturing globally remains
under pressure
China
Weekly
– Danske
Bank
A
trade deal keeps moving further away, as Trump ends ceasefire after a month and
threatens with even more tariffs * Chinese data points to stabilisation at a
low level, more stimulus coming after trade war escalation * China's new tech
board STAR got off to a strong start
Asia
week ahead
– ING
Central
bank policy meetings dominate next week’s Asian economic calendar. Some of them
have signalled a pause in easing, some are continuing to cut rates further, and
some are likely to embark on that path. GDP and trade releases are the other
highlights, while China’s monthly data dump begins
Key
events in EMEA and Latam next week – ING
It's
a data-packed week in EMEA. Russian CPI could signal a rate cut in September
while in Romania, the central bank is likely to stay on hold
Government
bonds weekly
– Danske
Bank
We
are now past the big central bank meetings this week and last week and the
central bank direction for the autumn has now been set. For us the conclusion
is clear: more of the same. The hunt for carry, or rather struggle to avoid negative
yields, will continue unabated.
Weekly
Market Comment
– Marc
Chandler
The
Dog Days of August are Upon Us
FX
Weekly – Nordea
Trump
probably knows that an escalation of the tariff-war is the easiest way to force
the Fed in to deep cuts, which is an issue for the ECB and BoJ as well. BoJ
seems paralyzed by the situation, which makes JPY a decent bet. Scandis suffer.