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Friday, April 28

28th Apr - Data: good EZ, bad US data

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UK Economic Outlook: Cracks appear in economy’s resilience – Nordea
Draghi's Right to Keep His Foot on the Gas – BB
Euro-Area Inflation Picks Up as ECB Takes Baby Step Toward Exit – BB
Core Eurozone Inflation Surges To 4 Year High As CPI Nears ECB Target – ZH

Why the GDP Report Could Make U.S. Growth Look Rosier Than It Is – WSJ
U.S. first quarter growth weakest in three years as consumer spending falters – Reuters
Morgan Stanley on Trump’s tax plan – ZH

Bank of Japan’s road to nowhere – TF

Morning Report APACTF
Wall St achieved a strong performance on Thursday but there's little sign of any positive impact from the US on Asian stocks today. Falls for resources are weighing on the ASX and shares have retreated in Tokyo Shanghai and Hong Kong.



Danske DailyDanske Bank

Euro-area CPI and US government shutdown risk in focus * Another year, another weak US Q1 GDP print? * Re-establishing of positioning after dull ECB meeting * Weaker SEK after dovish surprise from the Riksbank

Morning MarketsTF
Donald Trump's increasingly mixed signals over protectionism point towards an internecine battle for power within the administration. As he gets ready for his 100-day anniversary that has left markets watchful and nervous.

From the FloorTF
Saxo Bank head of equity strategy Peter Garnry reports that strong earnings reports from Amazon and Google parent Alphabet are likely to spark a tech-sector rally today. Meanwhile, risk sentiment is waning in the face of geopolitical fears.

Daily Market Comment Marc Chandler
Markets Limp into Month End

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Global Stocks Pause Ahead Of GDP Report; Nasdaq Hits Fresh Record High


Euroalueen inflaatio elpymässä * Tänään julkaistaan euroalueen inflaatioluvut * Yhdysvalloista BKT- ja työmarkkinalukuja * Eilinen EKP:n kokous ei tuonut yllätyksiä