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Tuesday, May 9

9th May - Quiet

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The slowdown in euro area productivity in a global context – ECB
Tyler Cowen: Reasons to Like the Euro Again – BB
Editorial: Europe Ought to Seize the Macron Moment – BB
Clive Crook: Germany's Enthusiasm for Macron Won't Last – BB

Monthly Investment Strategy Highlights, May 2017 – Pictet
Eerie Calm Shrouds Markets – Marc Chandler

Morning Report APAC – TF
Asian markets opened lower as the focus turned to key regional events. South Koreans are voting today to replace ousted leader Park Geun-hye and Australia will release its federal budget.

White House dismisses hearing on Russia ties

Retail Sales Smash Estimates, Fear Gauge Nears 1993 Low

Danske DailyDanske Bank

Fading relief, surging Finnish exports, Italy under pressure * Strong export numbers from Finland * Markets on Macron? Meh * Italian bond spreads jump

Morning MarketsTF
Major stock indices finished the first day after French election close to levels a few hours earlier when bourses were opened.

Daily Market Comment Marc Chandler
Dollar Firms amid Position Adjustments

Brussels PlaybookPolitico
Katainen bursts the Macron bubble — New EU ambassadors — Climate negotiators fear US exit

Five Things You Need to Know to Start Your DayBB

10 things you need to know before the opening bellBI

US Open ZH
Crushed Vol Boosts Dollar, Commodities; Futures Flat


FX UpdateTF
USDJPY pulled higher to levels not seen since mid-March as sovereign bond have come under pressure again. Elsewhere EURCHF has arched to new multi-month highs perhaps finally able to respond to higher yields now that the immediate existential EU fears have eased after the French presidential election.

Suomen vienti vahvassa vedossa * Eiliset markkinareaktiot Ranskan presidentinvaalien tuloksiin hyvin vaisut * Yhdysvaltain VIX indeksi alimmalla tasolla sitten vuoden 1993 * Tänään on tulossa hiljainen päivä