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Wednesday, April 25

25th Apr - A V-day ahead the ECB




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EUROPE
Italian Election Monitor­: Edging closer to a Five Star-PD deal? – Danske Bank

Is the EU protectionist? – Polemic’s Pains

ECB Hardly Shaken, Barely Stirred – Marc Chandler


MARKETS / OTHER
Goldman Fears "Prolonged Periods Of Financial Instability" Due To Slumping Market Liquidity – ZH

Market Guide April: Global Economy Losing Momentum –
Danske Bank
Reduced risk of significantly higher interest rates in 2018 * ECB's initial rate hike postponed * Oil price rising * USD could enjoy some tailwinds near term

Trump holding fire as negotiations with China begin –
Danske Bank
While the risk of a trade war is easing, the risk of a longer-lasting US-China tech war is on the rise


REGULARS
FirstFT Daily Briefing – FT
Trump-Macron bromance, Comcast, Takeda m&ania, #MeToo in China

WSJ City – WSJ
Credit Suisse Beats Expectations, Takeda-Shire Deal Inches Closer

WSJ Economics – WSJ
Yields Up, Stocks Down | Trump Sending Trade Delegation to Beijing | Got A2 Milk?

“Best of the web” daily charts – Lukas Daalder

Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Dollar Regains Luster, but Consolidation Likely Ahead of Key Events and Data

Brussels Playbook – Politico
Media freedom — ‘Perfect’ Macron — Commission’s digiday

Five Things You Need to Know to Start Your Day – BB
https://www.bloomberg.com/authors/ARIYqLnEHrg/lorcan-roche-kelly

US Open – ZH
Futures Slide As 10Y Breaks Above 3%; Dollar Surge Resumes


FINNISH
Aamukatsaus – Nordea
Saksan Ifo-indeksi oli hieman odotettua heikompi | Tänään ei saada merkittäviä talousjulkistuksia | Julkaisimme eilen Economic Outlookin