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Monday, April 16

16th Apr - After Syrian bombs

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Eurozone: The closing window of opportunity ING
Latest reports from Germany show that the so-called window of opportunity to further Eurozone reform is closing quickly. Maybe it's already closed, even before it was really open

Münchau: Germany is frustrating Emmanuel Macron’s grand ambitionsFT
The reality is that Paris and Berlin are no longer natural allies

Gavyn Davies: The mystery of the eurozone slowdown FT
After spurt last year the economy has suddenly fallen behind the rest of the world

Mervyn King: Where Does the ECB Go From Here?BB
Europe's central bank is an unavoidably political organization.

Bershidsky: Hungary's Orban Isn't Another PutinBB
He uses far more sophisticated methods of building power than the Russian strongman.

US Economic CommentDaiwa
Inflation: tame in March, but still trending higher * Budget deficit: troubling on the surface; worse than it looks

Retail Sales Rebound In March As Autos Jump – ZH
U.S. Retail Sales Rebound in Sign Consumer Weakness Fading – BB
U.S. Homebuilder Sentiment Declined in April for a Fourth Month – BB

SocGen: "Low Vol Is Gone And This Changes Everything"ZH

Morgan Stanley: "This Will Not Be The Wipeout Scenario That Permabears Have Been Warning About For 8 Years"ZH

Goldman: Here Are Two More Reasons To Dump Tech StocksZH

Robert Burgess: Stop Saying Volatility Is a Bad ThingBB
Under these more normal conditions, active stock-pickers are outperforming passive exchange-traded funds.

How Did the Big Four Auditors Get $17 Billion in Revenue Growth? WSJ
Consulting is now a cash cow for accounting firms, raising concerns about conflicts of interest

10% Of US Facebook Users Deleted Their Accounts Over ScandalZH

FirstFT Daily BriefingFT
Sorrell’s departure, Wizard of Oz’s return, Commonwealth meeting

Martin Sorrell’s Tough Choice, Currency Volatility Spooks Investors, UK Stock Market Becomes a Haven

WSJ Economics WSJ
Fed No Longer Worries About Deflation | Currency Market Jitters | Idaho’s Growing Pains

“Best of the web” daily charts – Lukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
Market Struggles for Direction

Brussels PlaybookPolitico
Syria talk — Turkey visit — MEPs’ ‘fake’ observation missions

Five Things You Need to Know to Start Your Day BB

US Futures Rally As Syria Fear Turns To Relief

Aamukatsaus Nordea
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