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European Contextual Diary The Week Ahead

Danske Bank (Buy, PT DKr244) to report Q2 2024 Results on 19 JulFollowing the recent positive profit warn by Danske, we expect a small reversal in credit
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Global equities lost 2.1%; Momentum sold-off

Implications of trade policy for global marketsPrediction markets are now assigning a high probability
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Weaker Dollar with Softer US CPI

The Dollar weakened sharply, US yields came off, while JPY strengthened significantlyon the back of a softer than expected CPI print, together with suspected FX intervention
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Forecast update: Softer macro data call for caution

Growth in the US has moderated further in recent weeks. After a 1.4% annualised rate in Q1, the Atlanta Fed GDP tracker indicates the economy expanded by an annualised 1.5%
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Mizuho China Weekly Outlook

China’s Q2 GDP growth disappointed, rising 4.7% YoY, compared to market expectations of 5.0% and Q1’s 5.3%. This slowdown was primarily driven by final consumption, which contributed 3.0ppt to headline
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Trump shooting, China Q2 GDP to sway market mood

Market HighlightsThe US dollar fell 1.7% this month, respecting seasonality pattern, which has been reinforced by more dovish market expectations for Fed rate cuts. Markets are now
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Global Economics Weekly

Slowing US inflation now makes Fed cuts in both Septemberand December likely. Inflation dynamics are less clear in the UK
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USD hit by more “good data”

FX View: The USD’s recent weakening trend has continued over the past week. Fed Chair Powell was clear this week in his semi-annual testimony on monetary
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Wealth and wellbeing

For those of us spending our days watching markets and the economy, thelast few weeks have been packed with current events: From elections in the
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Asia Fund Manager Survey

Occasional gains in a general trend of lossesChina weighed down the region, as sentiment soured yet again going into the Third
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