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EUROPE
Editorial: Portugal's
Comeback Is Only a Start – BB
The use of local
currencies in EU candidate and potential candidate countries – ECB
Euro area, revisiting
the past once again – Pictet
Euro-area PMIs exceeded
expectations – Nordea
Euro area cyclical
inflation is on the rise – Pictet
Six Things To Know About
The German Election – WSJ
UNITED STATES
FEDERAL
RESERVE
El-Erian: Eight
Takeaways From This Week’s Fed Meeting – BB
The Fed Buys into
Secular Stagnation – PIIE
Yellen, Warsh Grab Top
Spots in Fed Chair Sweepstakes – BB
The New Fed Team Will
Inherit Inflation Miss That’s Mystifying Yellen – BB
OTHER
BofA Flows: Second
Largest Week Of Tech Inflows Ever – ZH
Macroprudential Policy
and Financial Vulnerabilities – IMF
FOR WEEKEND
There and Back Again – The
Atlantic
What J.R.R. Tolkien’s
classic The Hobbit still has to offer, 80 years after its publication
Matt Levine: SEC Hacking and Secret Accounts – BB
Also Equifax options,
AIG SIFIness, Valu, unicorns, Trix and Braden's proxy fight.
Spies Like Us: A Conversation With John le Carré
and Ben Macintyre – NYT
Fiction: The science in Sherlock Holmes – Nature
Nestlé Makes Billions Bottling Water It Pays
Nearly Nothing For – Bloomberg
The company’s operation
in Michigan reveals how it’s dominated the industry by going into economically
depressed areas with lax water laws.
Mark Zuckerberg’s Fake News Problem Isn’t Going
Away – Bloomberg
Facebook has 2 billion
users, record profits, vast influence, and big problems in Washington.
Snopes and the Search for Facts in a Post-Fact World – Wired
The EU Suppressed a 300-Page Study That Found
Piracy Doesn’t Harm Sales
– Gizmodo
The teaching of economics gets an overdue
overhaul – The
Economist
Students are forced to
grapple with the real world from the very beginning of their courses
Read Playboy … for the Interviews – Slate
Six great conversations
from the magazine’s archives.
REGULARS
Morning Report APAC – TF
Asian markets opened mixed as investors absorbed the prospect of an
additional rate rise in the US this year. Meanwhile Donald Trump ordered new
sanctions on anyone doing business with North Korea.
FirstFT Daily Briefing – FT
May en Florence, N Korea threatens H-bomb, Goldman’s ranking drop
WSJ City – WSJ
North Korea Threatens H-Bomb, EU Urges End to Brexit Stalemate
“Best of the web” daily
charts – Lukas Daalder
Danske Daily – Danske Bank
Eye-Opener – Nordea
North Korean threats and stronger JPY as May and PMI awaits * Norges Bank
turning more hawkish while Riksbank remains dovish * Euro Area PMI and UK PM
May’s Brexit speech today’s main events * Is Swedish PMI a canary in a European
coalmine?
Morning Markets – TF
Most major Asia-Pacific stock markets fell on Friday, and the US dollar
retreated further after a bump following Wednesday's Fed meeting. Asian markets
were rattled by a threat from North Korea's foreign minster that the North
could test a hydrogen bomb on the Pacific Ocean.
From the Floor – TF
Despite the FOMC's hawkish outing Wednesday, the USD rally has failed to
find purchase in the major pairs. Today, news of a possible North Korean H-bomb
test has markets on edge with gold finding strong support, yields wilting, and
UK PM May preparing to talk Brexit in Florence.
Daily Market Comment – Marc Chandler
Markets Limp into the Weekend
Brussels Playbook – Politico
May in Florence — Germany votes — Ferber latest
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Global Markets Spooked By North Korea H-Bomb Threat; Focus Turns To
Brexit Speech
Frontrunning – ZH
FX Update – TF
Yesterday and overnight we saw the US dollar rally entirely failing to
follow through on the initial reaction to Wednesday's FOMC meeting which keeps
the tactical outlook cloudy. Elsewhere the euro and kiwi are eyeing German and
New Zealand elections over the weekend.
FINNISH
Aamukatsaus – Nordea
Tänään
julkaistaan ostopäällikköindeksejä sekä euroalueelta että Yhdysvalloista |
Ison-Britannian pääministeri Theresa May pitää puheen Brexitistä | Euro teki
korjausliikkeen suhteessa dollariin