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Tuesday, April 10

10th Apr - Still green




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UNITED STATES
Leonid Bershidsky: Why the U.S. Targeted This Russian Oligarch – BB
The billionaire Oleg Deripaska is no Putin crony, but he helps flood the U.S. with imported aluminum.

Three things the Fed is thinking about – ING
Investors will be scrutinising tomorrow's Fed’s minutes for thoughts on trade, inflation and the recent widening Libor spreads


MARKETS / OTHER
Research links: the factor Olympics – Tadas Viskanta

  TRADE WAR
Risks of trade war spilling into currency war increase
– ING
The risk of a US-China trade war spilling over into a currency war has risen after reports this week that China is studying the use of CNY devaluation in response to a more protectionist US administration. The timing of this is somewhat interesting given that the US Treasury is due to release its semi-annual FX report shortly.

Ferdinando Giugliano: Trump's Trade War Pushes Europe Toward China – BB
The president could fast consume the reserves of soft power which America has built.

US- China Trade Talks Break Down After US Rejects "Frustrated" Beijing's Offer To Cut Deficit – ZH


REGULARS
FirstFT Daily Briefing – FT
US plans Syria response, Skripal discharged, Brexit museum

WSJ City – WSJ
Markets Buoyed As Xi Vows a More Open China, Zuckerberg to Admit Facebook’s ‘Big Mistake’

WSJ Economics – WSJ
Budget Blowout | Inflation in Focus | China Chides ‘Cold War’ Mentality

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
XI's Day, but Not So Good for Putin

Brussels Playbook – Politico
Who wants to be a Spitzenkandidat — Fish sticks and football fans — Consumers’ ‘new deal’

Five Things You Need to Know to Start Your Day – BB

US Open – ZH
US Futures, Global Stocks Soar On Hope Xi's "Conciliatory" Speech Ends Trade War


FINNISH
Aamukatsaus – Nordea