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EUROPE
Macron's Plan For Euro Reform -
Fiscal Union Just Won't Work – Forbes
OTHER
Citi Warns Of
Volatility Surge As Its Macro Risk Index Crashes Near Record Lows – ZH
Macro Digest: It's better to prevent than to cure – TF
Macro Digest: It's better to prevent than to cure – TF
Emmanuel
Macron may have cheered markets with his landslide over Marine Le Pen but the
39-year-old politician still faces an uphill battle. Europe's next major crisis
point however is not Paris but Rome.
Macro Monday:
Macron promises to unite fractured France – TF
This
week the focus will be on the new French president as well as the G7 meetings
and energy prices. A number of Federal Reserve speakers will also be out and
about with the next US rate increase still tipped for June.
REGULARS
Morning Report APAC – TF
Firmer commodities and crude prices and Emmanuel Macron's victory in
France have given Asian investor sentiment a lift. The French election result
has impacted FX markets as well.
FirstFT – FT
Macron’s challenge, Buffett rethinks tech, why Americans smile so much
WSJ City – WSJ
Muted Market Reaction to Macron Win as France Stems Nationalist Tide
Danske Daily – Danske Bank
Eye-Opener – Nordea
Risk-on mood after Macron victory * Inflation numbers ahead * Heavy
Euro-area supply week will put pressure on yields * EUR strengthens vs USD
reaching 1.10
Morning Markets – TF
Emmanuel Macron has won the French presidency and markets are rallying on
a resounding defeat of populism by the established European order. EUR is up
dollar is up but gold remains stubbornly resilient as risk sentiment rallies.
From the Floor – TF
A resounding victory for the centrist candidate Emmanuel Macron in
Sunday's presidential election in France drove the euro higher, but the
potential for further gains seems limited as the outcome was fully priced in
and the market reaction seems to be to sell the fact. The France-Germany yield
spread is steady, similarly showing that markets got what they expected.
Daily Market Comment – Marc Chandler
Euro Bought on Rumor, Sold on Fact
Brussels Playbook – Politico
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
Macron Victory Leads To "Risk Macr-Off" In Europe, Poor China
Trade Data Doesn't Help
Frontrunning – ZH
FX Update – TF
The euro was bid up briefly on the news that Emmanuel Macron won the
French presidential run-off by a staggering 32% margin but then eased back as
the immediate impact of the news was already priced in.|
FINNISH
Aamukatsaus – Nordea
Helpotuksen
huokaus * Euro vahvistuu Ranskan vaalituloksen jäljiltä * Saksassa julkaistaan
perjantaina ensimmäisen neljänneksen BKT-luvut * Tällä viikolla julkaistaan
useita inflaatiolukuja