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EUROPE
Economic Bulletin Issue 2, 2016 – ECB
The slowdown in US
labour productivity growth - stylised facts and eonomic implications * Current
oil price trends * Liquidity conditions and monetary policy operations * Factors
behind the comparatively strong actvity in euro area services * The impact of
the oil price decline on the current account surplus of the euro area * The
relationship between HICP inflation and HICP inflation excluding energy and
food * The 2016 macroeconomic imbalance procedure and the implementation of the
2015 country-specific recommendations
TERROR
Poland Abandons Pledge
to Shelter Refugees After Brussels Blasts – BB
Brussels attack is
another nail in the European Union’s coffin – Reuters
Brussels bombings are a
sign of Islamic State’s panic – Reuters
How terrorism's carnage
became the new normal – TF
Will the Brussels
Attacks Finally Unite Us? – euinside
UNITED STATES
Kocherlakota: 'Helicopter Money' Won't Provide
Much Extra Lift – View
/ BB
Editorial: The Fed Fails to Connect the Dots – View
/ BB
A widely misinterpreted
graph only muddies the central bank's message.
OTHER
Turning to the dark side – Polemic’s
Pains
FX: will the Easter Bunny dent reflation? – Nordea
The Fed has done its
best to propagate confusion recently, first providing a dovish shock but then
spending their time taking most of it back. The median policy rate forecast of
the Fed could switch quickly given the balance among the dots, core PCE
inflation could provide the trigger for a further reflation-denting repricing
of the Fed.
REGULARS
Euro rates update – Nordea
Eye-Opener – Nordea
US Treasuries and the USD rally,
commodities under pressure, Happy Easter * German yields with more downside
potential * Commodity currencies under pressure
Morning Markets – TF
Crude oil is back on the slippery
slope following fresh data revealing a stockpile surge in excess of 9 million
barrels over the past week.
Daily Market Comment –
Marc
Chandler
Dollar Continues To Recoup Recent
Losses
Daily Market Comment
– Macro Man
Was that it?
Daily Press Summary – Open
Europe
Latest phone poll shows
‘Remain’ lead shrinking but ‘Leave’ still seen as bigger economic risk * Former
head of MI6: Cost of Brexit from a national security perspective would be low *
Brussels attacks prompt Poland to backtrack on pledge to take in 7,000 asylum
seekers * Populist AfD strengthens its hold on third place in wake of Brussels
attacks * Trump: Britain will end up leaving the EU over migration “craziness”
* Greek official hits out at IMF for delaying completion of bailout review
Brussels Playbook – Politico
Pressure mounts on
Belgium — Security Union — Trump questions NATO
US Open – ZH
U.S. Futures Slide, Crude Under $39
As Dollar Rallies For Fifth Day
Frontrunning – ZH
FINLAND & FINNISH
Ruotsin
asuntomarkkinoilla katto vastassa * Ruotsalaisyritysten luottamus laski
odotettua enemmän * Ruotsin palkkaneuvottelujen takaraja lähestyy * Öljyn
hinnanlasku veti eilen valtionlainakorkoja mukanaan
Euro ja Talous: Miksi Suomi
ei pysy vertaistensa vauhdissa? – Suomen
Pankki
Mitä Suomen taloutta
vaivaa? – Roger Wessman