Google Analytics

Sunday, May 6

6th May - Weekly Previews


Here are the links to the weekly roundups and previews of the beginning week.


Follow ‘MoreLiver’ on Twitter


Weekly Market ReviewZH
Stocks Bounce On Biggest Short-Squeeze Since Brexit, But Banks & Bullion Bruised

Earnings Insight | May 4Factset

US Weekly FundFlows | May 4 Lipper Alpha
Funds Take in Net New Money for the Second Straight Week

This Week in Earnings 18Q1 | May 4Lipper Alpha

S&P 500 Earnings Dashboard | May 4Lipper Alpha

STOXX 600 Earnings Outlook | May 1Lipper Alpha


  NEXT WEEK
Key events in developed markets next weekING
Federal Reserve: On course for June * Bank of England set to buy itself time as consumer worries mount * Attention on German industrial data after a disappointing first two months * Inflation in focus for Scandinavia

EcoWeek BNP PARIBAS
Inflation in the US is very close to the Fed’s goal and the FOMC expects it will remain like that for quite some time. The FOMC insists that its inflation goal is symmetric. This gives more leeway in managing the tightening cycle. If inflation is overshooting, it would imply a higher market sensitivity to upside inflation surprises.

Week Ahead: The wobble factors Nordea
Transatlantic inflation divergence picking up * But Fed signalled willingness to tolerate inflation overshooting * Riksbank minutes unusually interesting after befuddling communication

Weekly Focus: Back to economic indicatorsDanske Bank
US CPI, BoE meeting

Global Week AheadScotiabank
US: The Iran recertification decision and the blowback on it will combine with US-China trade tensions and another inflation update as the week’s main market risks. Earnings season is winding down and Fed-speak should be concentrated into the start of the week. ** Europe: BoE will probably be the main point of emphasis over the coming week. Further developments in US-EU tariff tensions may be of greater significance to global markets but a June 1st deadline for possibly applying US steel and aluminum tariffs could push to the limit of the deadline.

Weekly FX Sentiment ReportScotiabank

Weekly Market OutlookMoody’s
M&A Both Enhances and Diminishes Corporate Credit Quality

Macro WeeklyABN AMRO
European drop in business confidence moderates, except in Germany * We still think the softness is temporary * And we stick to our base scenario of sustained above-trend eurozone growth this year

Weekly Market CommentMarc Chandler
Dollar Momentum Slows