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Monday, May 15

15th May - Bullish start of a quiet week

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Germany Will Lose if Macron Fails – Project Syndicate
Congratulations, President Macron – Now We Oppose You – Project Syndicate
France’s Anti-Populist Populist – Project Syndicate
Macron's Shared Eurozone Budget Won't Work - Right Idea, But It Won't Work – Forbes

Macro Monday: Markets await China data dumpTF
Despite North Korean efforts to grab the limelight with a missile launch China is in the spotlight today with key data releases. Beijing has just concluded its landmark Belt and Road summit as well which puts Asia's top economy at the forefront of global efforts to boost trade and fight protectionism.

FX Weekly: Are China worries old hat?Nordea
More fuel to the inflation convergence story after low core inflation from US Friday. The big question for Fed – will US core inflation head even lower? Moreover, will EA inflation also disappoint this month? And are China worries old news by now?

FX Forecast UpdateDanske Bank
Cyclical risks surfacing as politics abate

Morning Report APACTF
Asian markets were lower at the start following North Korea's latest missile launch. The markets were also cautious following the weekend G7 meeting which outlined concerns over Trump's protectionist policies.

FirstFT FT


Danske DailyDanske Bank

Weaker US inflation, focus on the Riksbank and UK CPI this week * US core CPI undershoots expectations again * Lower USD-rates and higher EUR/USD * What Schulz effect?

Morning MarketsTF
The energy ministers of Russia and Saudi Arabia have announced their intention to extend the current production cut deal with crude prices rising by 1.5% in both Brent and WTI and equity futures surging.

From the FloorTF
Oil prices rallied when Saudi Arabia and Russia voiced support for extending Opec-led production cuts by nine months, to March 2018. But so far the oil price rally is mainly driven by short-covering, and new longs would be needed to drive it higher,

Daily Market Comment Marc Chandler
Softer Dollar and Yen to Start the Week

Brussels PlaybookPolitico
Merkron meeting — Schulz blow — UK insists on EU military veto

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Oil Surges After Saudis, Russians Agree To 9 Month OPEC Output Cut Extension; US Futures Flat


Riksbank rahapoliittisen keskustelun ytimessä * OPEC yrittää uudelleen * USA:n inflaatio jäi taas odotuksista * Kiinassa heikkoja tilastoja