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Thursday, April 19

19th Apr - Merkel & Macron, global growth slowing

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Macron Wants to Save Europe. He’ll Need to Save France FirstBusinessweek
The French president heads to Washington in hopes of gaining support for his ambitious agenda.

Merkel and Macron Begin Sparring on Eurozone Reform WSJ
French president seeks backing from reluctant German leader for a eurozone revamp with little time to overcome differences before EU summit in June

Merkel urges compromise, Macron wants solidarity on euro zone reformsReuters

US: Are we heading to recession?ING
The US yield curve keeps getting flatter with growing concern it could turn negative. Such a development preceeded all nine recessions since 1955. How worried should we be?

Global business cycle moving lower Danske Bank
We see clear signs that the global business cycle has peaked in early 2018. Our models point to a further deceleration over the coming quarters.

Key events in developed markets next weekING
Macro momentum is to keep the Fed on track, the next ECB meeting is to be heated and pressures on NAFTA could mean a deal is signed by early May. All in all a busy week ahead for developed markets

Treasury Yield Spike Spooks Stocks, Breakevens Hit 4-Year HighZH

Four Charts Behind Oil's Latest JumpBB
Timespreads strengthen, with call skew near four-year high * Latest rally comes amid geopolitical risks, supply cuts

Lagarde Says Trade Spat May Dent Business Confidence BB

Palantir Knows Everything About YouBusinessweek
Peter Thiel’s data-mining company is using War on Terror tools to track American citizens. The scary thing? Palantir is desperate for new customers.

FirstFT Daily BriefingFT
Trade twists, cooked coral, China’s millennial rebels

EU Plans Trump Trade Bargain, Amazon Scales Up

WSJ EconomicsWSJ
What Are Yield Curves Telling Us? | Trade Tensions Simmer | Companies Struggle to Raise Prices

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Markets Calm But Lack Immediate Focus

Brussels PlaybookPolitico
Europe’s back — But winter is coming — Last chapter in Selmayr saga

Five Things You Need to Know to Start Your DayBB
Global Stock Rally Fizzles As Commodity Buying Frenzy Takes Over


Aamukatsaus Nordea
Päivitimme kehittyvien talouksien valuuttaennusteet | Ison-Britannian inflaatio petti odotukset, punta heikkeni | Korot olivat nousussa