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Friday, April 20

20th Apr - Losing momentum, dovish ECB

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Reality check for the euro area economySaxo Bank
The rosy "strong euro area growth" narrative is done.

Draghi Admits "Growth May Have Peaked"; ECB To Delay QE Unwind ZH

Euro area monetary policyPictet
How I Learned to Stop Worrying and Love the Soft Patch

ECB Preview: Not on Draghi’s watchDanske Bank
We expect the first rate hike in December 2019, after Draghi’s reign ends

Tim Duy: Fed Will Accept a Recession Before It Allows High Inflation BB
Even modest price increases could compel the central bank to raise rates faster.

Peak S&P 500 P/E multiple?Kevin Muir

Bank of America: "The Last Time We Saw This In The Market Was 2007"ZH
Evidence is mounting that spreads have hit cycle tights – in other words, that bigger fundamental challenges in credit are 6-12 months away, not 2-3 years down the road.

A Little-Known Indicator Sees VIX Soaring To 40ZH
A curious correlation between volatility and the shape of the yield curve

Quarterly Outlook Saxo Bank

Why Facebook Fears the EU's New Privacy RulesBB
The social network doesn't want its non-EU users to avail themselves of new privacy standards because it struggles to comply with them.

FirstFT Daily BriefingFT
Oil’s big rally, meet virtual Miquela, Arsène-less Arsenal

Barclays CEO Fined but Keeps Job, Don’t Worry About a Recession (Yet)

WSJ Economics WSJ
Oil Prices Climb | Trade Fight Causes Collateral Damage | Larry Kudlow Steps Into the Spotlight

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market CommentMarc Chandler
The Greenback is Alive

Brussels PlaybookPolitico
Don’t shake Putin’s hand — Europe preps for Trump — Transparency rules

Five Things You Need to Know to Start Your DayBB

Stocks Struggle As Surging Dollar Snaps Commodity Rally


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