Google Analytics

Tuesday, April 4

4th Apr - Dull

Follow ‘MoreLiver’ on Twitter

Why rejoining the EU is so problematic – Simon Wren-Lewis
Early ECB hike expectations…fun while they lasted – ABN AMRO

US Jobs Preview: Weather conditions to impact jobs report for March – Danske Bank

JPMorgan: Market Supported By The Trump And Fed Puts: Buy The Dip – ZH
Separating the Trump- and Reflation trades – WSJ
SocGen: Suddenly, The Market Is Gripped In Political And Economic Nervousness – ZH
More covered interest parity – John Cochrane
China leading indicators - more signs of a peak in Q1 – Danske Bank

Morning Report APACTF
The slide in US equities in the wake of disappointing auto sales data is weighing on Asian markets today. Stocks have lost ground in Seoul Tokyo and Sydney. The higher yen is weighing on Japanese equities.


Dollar Distortion Eases, the ECB’s Odd Policy Mix, May’s Brexit Trilemma

Danske DailyDanske Bank

Lower bond yields and equities, stronger yen * More FX intervention from the Danish central bank? * USD lower ahead of the FOMC minutes * JPY firms on worse risk appetite

Morning MarketsTF
The release of unexpectedly soft March auto sales data weighed on sentiment in the US with equities falling and 10-year Treasury yields plunging to their lowest levels in five weeks ahead of a data-heavy week.

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Futures Slide As Weak Start To Q2 Continues Amid Global Growth, Political Jitters


FX Update TF
The strongest currency into Q2 has been the Japanese yen as fears surrounding the fading reflation trade have seen new multi-week lows in US yields. Elsewhere the USD is firm.

Suomen pitkäaikaistyöttömyys kääntynyt laskuun | USA:sta edelleen vahvoja lukuja | Euroalueen työttömyys laskussa |

EU:n, IMF:n ja OECD:n talouspoliittiset suositukset Suomelle samansuuntaisiaVerkkouutiset