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EUROPE
Finland: Calm before another storm – Nordea
Brexit Fears Boost Sterling Put Buying – Marc
Chandler
Sterling Volatility Surges to a Six Year High – WSJ
TERROR
Editorial: What Went
Wrong in Brussels – View
/ BB
El-Erian: Assessing
Market Reactions to Brussels – View
/ BB
Europe must confront the
possibility of such attacks on a regular basis – The
Economist
EUROPEAN
CENTRAL BANK
Macroprudential Bulletin
1/2016 – ECB
“Helicopter money”: But
it is already here! – Natixis
ECB, Corporate Bonds,
and Credibility – Marc
Chandler
OTHER
Billions From Heaven? ‘Helicopter Money’ Option
Wins Fans – BB
Q1 2016 Traders’ Guide Global Equity Markets – Convergex
REGULARS
Danske Daily – Danske
Bank
Euro rates update – Nordea
Eye-Opener – Nordea
Short-lived market reaction to
Brussels explosions; better Euro-area sentiment; Easter markets * Better-than-expected
Euro-area PMIs * Flight to safety initially after the explosions in Brussels *
Swedish manufacturers back to earth
Morning Markets – TF
Markets closed relatively unchanged
the day of the multiple terrorist attacks in Brussels. Today will show whether
investors stay calm. Since incoming data is slight there is not much else to
blame for market movements today.
Daily Market Comment –
Marc
Chandler
Dollar Firms in Quiet Trade
Daily Market Comment
– Macro
Man
Fixed income musings
Daily Shot – TF
The likelihood for two
or more rate hikes is increasing and so is the USD. Hedge funds and
institutional investors have been selling the dollar. Is that unwinding of the
long-dollar trade over for now?
Matt Levine’s Money Stuff
– View
/ BB
Rogue Trading and Gun
Disclosure
Daily Press Summary – Open
Europe
Markets and bookmakers
see increased chance of Brexit following Brussels attacks * Renzi: Europe needs
“single security and defence structure” * OBR head suggests impact of Brexit
may take some time to materialize * Former Canadian Trade Minister: “The
Canada-EU trade deal is not a model for the UK” * Greek Finance Minister
confident of wrapping up bailout review and debt relief deal in April * French
central bank governor criticises Hollande over labour market reforms * Provisions
against bad loans in the Eurozone ‘reasonable’, says ECB Supervisor chief
Brussels Playbook – Politico
How will Europe respond
to attacks?
US Open – ZH
Dollar Winning Streak Continues For
Fourth Day Pushing Oil Lower; Futures Flat
Frontrunning – ZH
The initial reaction to
last week’s FOMC meeting has yielded to a lack of follow-through and fresh USD
shorts have to be getting nervous here. Not much in the way of catalysts on the
calendar ahead of a long weekend but we’re getting close to interesting
technical levels on the major USD charts.
One day after the
horrific Brussels attacks and the world's financial markets have largely
regained their poise after risk appetite dipped briefly and temporarily in the
immediate aftermath of the news. Sterling however is an exception and continues
to languish.
FINLAND & FINNISH
Euroalue:
ei uutta auringon alla * Brysselin terrori-iskuilla ei ole pidempiaikaisia
vaikutuksia markkinoihin * Ruotsin teollisuuden luottamus pysyttelee korkealla *
Fedin Evans odottaa kahta koronnostoa kuluvana vuonna