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Monday, May 8

8th May - French elections done

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Macron's Plan For Euro Reform - Fiscal Union Just Won't WorkForbes

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
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.

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.

Macron’s challenge, Buffett rethinks tech, why Americans smile so much

Muted Market Reaction to Macron Win as France Stems Nationalist Tide

Danske DailyDanske Bank

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 MarketsTF
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 FloorTF
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 CommentMarc Chandler
Euro Bought on Rumor, Sold on Fact

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

Macron Victory Leads To "Risk Macr-Off" In Europe, Poor China Trade Data Doesn't Help


FX UpdateTF
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.|

Helpotuksen huokaus * Euro vahvistuu Ranskan vaalituloksen jäljiltä * Saksassa julkaistaan perjantaina ensimmäisen neljänneksen BKT-luvut * Tällä viikolla julkaistaan useita inflaatiolukuja