EUROPE
Macron Wants to Save Europe. He’ll Need to Save
France First – Businessweek
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 reforms – Reuters
UNITED STATES
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?
MARKETS / OTHER
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 week – ING
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 High – ZH
Four Charts Behind Oil's
Latest Jump – BB
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 You – Businessweek
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.
REGULARS
FirstFT Daily Briefing – FT
Trade twists, cooked coral, China’s millennial rebels
WSJ City – WSJ
EU Plans Trump Trade Bargain, Amazon Scales Up
WSJ Economics – WSJ
What Are Yield Curves Telling Us? | Trade Tensions Simmer | Companies
Struggle to Raise Prices
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Daily Market Comment – Marc
Chandler
Markets Calm But Lack Immediate Focus
Brussels Playbook – Politico
Europe’s back — But winter is coming — Last chapter in Selmayr saga
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Global Stock Rally Fizzles As Commodity Buying Frenzy Takes Over
Frontrunning – ZH
FINNISH
Aamukatsaus – Nordea
Päivitimme
kehittyvien talouksien valuuttaennusteet | Ison-Britannian inflaatio petti
odotukset, punta heikkeni | Korot olivat nousussa