Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Weekly Scoreboard – Between The
Hedges
Weekly
Market Review
– ZH
FANGtastrophe
Strikes Stocks As Growth Gamble Gives Up After VIX Hits 24-Year Lows
U.S. Weekly Fund Flows
Report
– Lipper
Alpha Insight
Equity
Fund Investors Take a Breather Before “Super Thursday”
NEXT WEEK
EcoWeek – BNP
Paribas
The
ECB has tweaked its forward guidance. GDP forecasts have been revised up. Yet
the central bank remained cautious on inflation
Week
Ahead: From a dovish ECB to a hiking Fed – Nordea
After
the dovish signals from the ECB this week, the Fed will very likely deliver
rate hike no. 4 in the current cycle. Sterling will have to digest the
inconclusive election outcome. Inflation numbers will come out of Sweden and
Denmark.
Weekly Focus: Too
early for next Fed hike – Danske
Bank
Federal
Reserve decision on Wednesday, April CPI before that * We believe it is too
early for a hike * UK election reactions and Bank of England meeting
Strategy:
Diverging market expectations will not last – Danske
Bank
Markets
are increasingly diverging with stocks keeping an upbeat tone while bond
yields, commodity markets and inflation markets have moved lower * We see a
rising discrepancy
between
the strong equity markets and disappointing data recently * We continue to
recommend a more cautious stance on stocks in the short and medium term * Bund
yields set to stay in range * EUR/USD lower short term – higher medium term
Global Week Ahead – Scotiabank
US:
Seven hours * Europe: Macron likely to get a strong mandate * Canada: Good
start to Q2 tracking * Asia: Taper tiff * LatAm: That’s all folks
Weekly Market
Outlook
– Moody’s
Tightening
Is Toxic Once Fed Funds Tops Ten-Year
Macro Weekly – ABN
AMRO
Brexit
uncertainty rises * US data continues to undershoot expectations * Chinese
trade data encouraging
Speculative
Positioning
– Marc
Chandler
Speculators
Trimmed Exposure Ahead of Super Thursday
FX Outlook – Marc
Chandler
Sterling
Leads Dollar Recovery
Macro
Comment – Marc Chandler
Weekly Summary – Urban Carmel