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Monday, April 3

3rd Apr - After 8 green Dax-days, first red



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EUROPE
  EUROPEAN CENTRAL BANK
Draghi Dials Down ECB Stimulus as QE's Distant Fate Debated – BB
A Le Pen-Led France May Be the Crisis That Draghi Can’t Fix – BB
 
  UNITED KINGDOM
Editorial: Europe’s Firm But Fair Approach to Brexit – BB
The EU’s draft Brexit guidelines look anything but punitive – Open Europe


UNITED STATES 
Divergence Between 'Hard' & 'Soft' Data Explained – ZH


OTHER
Trader Warns Of Week Ahead Event Risk – ZH
Key Events In The Week: Payrolls; FOMC Minutes; Trump Meets Xi – ZH
Macro Monday: Trump meets Xi Jinping FOMC minutes RBA – TF

 
REGULARS
Morning Report APAC – TF
Asian shares were trading largely higher on Monday. Much attention was on Donald Trump's comments where he issued China with an ultimatum that if it fails to put pressure on North Korea to disable its nuclear program then the US was prepared to take action on its own.

FirstFT – FT
Trump on N Korea; workplace silence; business books

WSJ City – WSJ
Corporates Confident, FCA Eyes Card Debt, Investors Change Course on Trade

Danske Daily – Danske Bank

Eye-Opener – Nordea
ISM first in big week; lower Euro-area inflation; ECB still dovish * ISM first point in important week * Quarter-end; Euro rates traded mostly sideways * Muted FX moves

Morning Markets – TF
President Donald Trump has laid the ground for what looks likely to be a contentious meeting with China's Xi Jinping this week after issuing an ultimatum to Beijing to get tough on North Korea.

From the Floor – TF
Electric carmaker Tesla has beaten expectations on first-quarter deliveries and is now on a path to meeting its ambitious 2017 targets. 2017 remains a make-or-break year for Tesla given the Model 3 launch and what analysts expect to be a soft Q1 earnings report.

Brussels Playbook – Politico
Trump on the EU — Gibraltar war of words — EU post-Brexit trade offer
  
Five Things You Need to Know to Start Your Day – BB

10 things you need to know before the opening bell – BI

US Open – ZH
Global Stocks, US Futures Rise On First Day Of Q2 As Trump-Xi Meeting Looms

Frontrunning – ZH

FX Update – TF
The Trump Trade hopes have been partially revived after reaching a nadir last week and US policy remains the key vector for USD direction though we have plenty of US data to hold our attention this week as well.
  
 
FINNISH
Aamukatsaus – Nordea
Vahva luottamusdata testissä * Tällä viikolla julkaistaan USA:n maaliskuun työmarkkinaraportti ja FOMC:n pöytäkirja * Ranskan presidenttiehdokkaita tentataan TV-tentissä tiistaina * Tänään julkaistaan USA:n teollisuuden luottamusindeksi (ISM) maaliskuulta