Week Ahead in Global Macro: FOMC, US-China Tariffs, RBNZ, BI Vs BSP, Italy Budget, EZ CPI/Confidence

Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH

Week Ahead in Global Macro: China RRReopens, US Inflation - Post-Mortem on UST Sell-Off, Eye on JPY

Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens

Argentina Macro: From Tantrum To Tango - IMF, Unions, MSCI Add Near-Term Drama

Week Ahead in Global Macro: EU Summit, US-China Restrictions, USTs, RBNZ, BI/BCRA, Mex/Indo Election

Indonesian Politics: Prabowo Unveils Xenophobic Campaign Focus

Multi-asset Macro/Emerging Markets Strategist

Virgil Fernandez Esguerra

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

Our guide to this week’s global macro risk events and trading opportunities. 
<ul>
<li>
This week in questions (our take/answers within this insight):
<ul>
<li>What are the risks that US-China trade disputes extend beyond the US midterm elections?</li>
<li>Are there reasons to be optimistic that the US and Canada strike a trade deal in the coming week(s)?</li>
<li>Will the market respond more to upside or downside surprises in jobs data this Friday? Where do we stand on the US Dollar?</li>
<li>Could oil prices rise much higher?</li>
<li>Is it time to buy the Aussie Dollar?</li>
<li>What to watch from Sweden's Riksbank and national elections?</li>
<li>If Argentina appears to be taking all the right measures - then what gives?</li>
</ul>
</li>
<li>
This week in risk events:
<ul>
<li>
Mon/3: Turkey CPI, US/Canada Labor Day holiday</li>
<li>
Tue/4: Australia RBA MPC/Lowe, US ISM, South Africa GDP, Chile BCCh MPC, BOE Carney/et al, US Congress returns, US auto sales</li>
<li>
Wed/5: Canada BOC MPC, China Caixin PMI svces, Russia CPI, Malaysia BNM MPC, Poland NBP MPC</li>
<li>
Thu/6: Germany factory orders, Sweden Riksbank MPC, US ADP/ISM non-mfg/factory orders, Brazil CPI, US end of comment period for next round of tariffs</li>
<li>
Fri/7: Germany trade/IP, EZ GDP-fin, US jobs (NFP, rate, AHE), China FX reserves</li>
<li>
Sat/8: China exports/trade</li>
</ul>
</li>
<li>
Select corporate news: Ford/Fiat Chrysler US auto (Aug), WPP (Tue), Bayer (Wed), Broadcom (Thu) earnings. Twitter/Facebook/Google testify on social media/Russia meddling (Wed).</li>
<li>
Market holidays: US/Canada (Mon/3 Sep - Labor Day)</li>
</ul>

Our guide to this week’s global macro risk events and trading opportunities. 


This week in questions (our take/answers within this insight):

What are the risks that US-China trade disputes extend beyond the US midterm elections?
Are there reasons to be optimistic that the US and Canada strike a trade deal in the coming week(s)?
Will the market respond more to upside or downside surprises in jobs data this Friday? Where do we stand on the US Dollar?
Could oil prices rise much higher?
Is it time to buy the Aussie Dollar?
What to watch from Sweden's Riksbank and national elections?
If Argentina appears to be taking all the right measures - then what gives?



This week in risk events:


Mon/3: Turkey CPI, US/Canada Labor Day holiday

Tue/4: Australia RBA MPC/Lowe, US ISM, South Africa GDP, Chile BCCh MPC, BOE Carney/et al, US Congress returns, US auto sales

Wed/5: Canada BOC MPC, China Caixin PMI svces, Russia CPI, Malaysia BNM MPC, Poland NBP MPC

Thu/6: Germany factory orders, Sweden Riksbank MPC, US ADP/ISM non-mfg/factory orders, Brazil CPI, US end of comment period for next round of tariffs

Fri/7: Germany trade/IP, EZ GDP-fin, US jobs (NFP, rate, AHE), China FX reserves

Sat/8: China exports/trade



Select corporate news: Ford/Fiat Chrysler US auto (Aug), WPP (Tue), Bayer (Wed), Broadcom (Thu) earnings. Twitter/Facebook/Google testify on social media/Russia meddling (Wed).

Market holidays: US/Canada (Mon/3 Sep - Labor Day)


Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden

Multiple Countries

Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden