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Tuesday, April 25

25th Apr - French fever over

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Results of the April 2017 euro area bank lending survey – ECB
ECB Meeting Comes at a Precarious Time for Markets – BB
How a Macron Presidency Could Bring About ECB Tapering – WSJ
No ECB shift in April – ABN AMRO
Bank lending gives no ground for ECB to change stance – Pictet

No French revolution – ABN AMRO
The market implications of the French vote – BlackRock
Why Macron is a risky bet for France and for Europe – Edward Harrison
Will Macron Be Able to Run France? – WSJ

Trump Orders Plan to Cut Corporate Tax Rate to 15% - WSJ
Trump tax push raises questions about scope of his 'reform' – Reuters
Trump's push to fund wall may be delayed as government shutdown looms – Reuters

Your Trump Trade reversals, charted – FT
"This Week Has Been A Gap Repricing Without Any Price Discovery" – ZH

China's Hidden Debt Stirs Investor Angst as Defaults Rise – BB
China Markets Reel as $1.7 Trillion in Shadow Funds Unwinds – BB

Morning Report APACTF
As the dust settles on the French elections the markets will be looking at more purely economic types of events - namely US corporate earnings and the US President Donald Trump's bid to cut US corporate and individual taxes to the bone - and there's USD GDP at the end of the week...|

National Front leader Le Pen takes a break as head of the party

French Vote Sparks ECB Taper Talk, European Stocks Aren’t as Cheap as They Look

Danske DailyDanske Bank

French election result is the key driver * Swedish unemployment numbers and US consumer confidence * French election results drove markets * Scandi currencies benefitted from increased risk sentiment.

Morning MarketsTF
The good vibes from the outcome of France's first-round presidential ballot at the weekend propelled US stocks higher overnight and kept Asian bourses advancing on Tuesday. The euro eased off five-month highs hit with help from Sunday's election victory for the French centrist candidate Macron.

From the FloorTF
EURUSD may have been unable to maintain momentum after rising more than 2% on Monday, but the indices spiral higher has probably got some way to go on the back of a seemingly inevitable Emmanuel Macron win in France. Meanwhile, the Trump trade could rear its head again.

Daily Market CommentMarc Chandler
Euro Consolidates Gains, Bond Market Sell-Off Continues

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US Open ZH
World Stocks Hit All Time High, S&P Futures Rise To Within 1% Of Record


FX UpdateTF
So far the French election has brought only a one-off adjustment in the euro while anticipation of the US president’s next moves are now grabbing the market’s full attention as Donald Trump’s first 100 days in office reach completion.

USA:n kuluttajaluottamus laskussa, mutta edelleen vahva * Euroopan markkinoilla nähtiin eilen laaja-alainen helpotuksen huokaus * Saksan huhtikuun talouselämän luottamusindeksi IFO oli odotettua vahvempi * EKP julkaisee tänään luotonantoa koskeva kyselynsä