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LAST WEEK
Weekly Market
Review
– ZH
Dow
Dumps Into Red For March As Yield Curve Crashes To 11-Year Lows
Earnings Insight |
Mar 16
– Factset
US Weekly FundFlows | Mar 15 – Lipper Alpha
Equity
Funds Attract Net New Money for the Week in Spite of Fears of Inflation and a
Trade War
This Week in
Earnings 17Q4 | Mar 16 – Lipper
Alpha
What to Read This
Weekend
– BB
What Happened in
the World Economy This Week – BB
Bloomberg Best of the Week Show – BB
NEXT WEEK
Key
events in developed markets next week – ING
New Fed chair, new dot plot? * Crunch EU
summit eyed for signs of Brexit transition deal * Will Eurozone indicators
recover? * Only one number matters ahead of the Bank of England * Relief over
new German government or fear of US protectionism?
World
Economy Week Ahead
– BB
China to get new central banker, Fed set
to raise rates * G-20 meeting, steel tariffs introduced, BOE debates policy
EcoWeek – BNP PARIBAS
The IMF and the OECD have expressed
concern about rising trade tensions. At the macro level, tariffs create a lose-lose
situation but the sector impact varies a lot. Beyond the direct economic
effect, the impact on inflation and financial markets should also be taken into
account. The biggest concern is the headwind coming from a structural increase
in uncertainty.
Week Ahead: Will
Fed feed the bond bears? – Nordea
Is
the stretched short bond positioning justified? * Why Trumps personnel changes
are USD positive * Scandinavia: Rosy Norway, Lukewarm Sweden
Weekly Focus: Fed
set to hike amid trade war risks – Danske
Bank
Fed
meeting expected to hike rates * EU/UK transition deal deal expected * Euro
area and US purchasing managers indices
Weekly
Strategy: Trump’s attack on globalisation continues – Danske
Bank
Trump takes further steps against globalization.
While an all-out trade war is still not our base case, risks remain as long as
further trade measures are looming. The USD a likely victim of increased US
protectionism. The global reflation theme has lost some momentum lately but we
still expect the Fed to hike next week and to pencil in three hikes for next
year.
Weekly FX
Sentiment Report
– Scotiabank
Weekly
Market Outlook
– Moody’s
Default
Rate Defies Record Ratio of Corporate Debt
to
GDP
Weekly Market Summary – The Fat Pitch
Weekly Market Comment – Marc
Chandler
Will
the Fed Rate Hike be Dollar Bullish?
Weekly Macro Comment – Marc Chandler
FX Weekly – Nordea
FX Week Ahead – ING
The
key focus for FX markets early next week will be the G20 meeting in Argentina.
A show of unity looks very difficult to achieve and the Trump administration
will be emphasising the need for 'fairer trade'. The threat of an escalation in
the trade wars should trump a generally upbeat FOMC meeting on Wednesday.
Expect the dollar to remain under pressure against the low-yielders