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Monday, April 30

30th Apr - Quiet EoM






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EUROPE

How the EU Will Punch Back Against Trump Trade Tariffs
– BB
U.S. tariffs on steel, aluminum may be imposed at midnight * EU prepared to retaliate against core American products

‘Europe’s Florida’ Sparks Rift as Portugal Lures Rich Pensioners –
BB
Sweden, Finland could halt tax treaties on Portugal incentives * North/South divide shows EU discrepancies on social security

Finland has done everything right, but the euro is still making it permanently poorer – WaPo

Italy's 5-Star calls for snap election after government talks flounder – Reuters
Italian Yields Spike After Five Star Calls For Fresh Elections –
ZH

  DATA
Euro zone lending picks up, money supply growth slows in March – Reuters
German Inflation Unexpectedly Slows, Validating ECB Caution – BB


UNITED STATES
Tim Duy: Flat Yield Curve Is Just What the U.S. Economy Needs – BB
If you sold or avoided equities during the late 1990s thinking that the bond market was predicting a slowdown, you lost.

Deutsche: Is The US Headed For An Imminent Debt Crisis? Here Are The Signs –
ZH

  DATA
U.S. annual inflation measures jump; consumer spending picks up – Reuters
U.S. March Consumer Spending Picks Up; Inflation Hits Fed Goal –
BB
Personal Income increased 0.3% in March, Spending increased 0.4% -
Bill McBride
US Savings Rate Slides As Spending Outpaces Income Growth – ZH


MARKETS / OTHER
Key Events In The Coming Week – ZH
Jobs, Fed, Earnings And Much More

Morgan Stanley: A Major Transition Is Taking Place In The Market – ZH


REGULARS
FirstFT Daily Briefing – FT
Rudd resigns, Macron’s missing tree, Fukushima’s robots

WSJ City – WSJ
Sainsbury’s and Asda Agree Merger, Rudd’s Resignation Upsets U.K. Cabinet’s Brexit Balance

WSJ Economics – WSJ
A Crucial Week for Trade | Antitrust Test | King Dollar Returns
  
Danske Daily – Danske Bank

Daily Market Comment – Marc Chandler
Merger Monday

Brussels Playbook – Politico
Trade war countdown — Merkel got Trumped — Amber Rudd resigns

Five Things You Need to Know to Start Your Day – BB

US Open – ZH
Global Stocks Jump As Mega Merger Monday Closes April With A Bang


FINNISH
Aamukatsaus – Nordea
Fed kokoustaa keskiviikkona | Euroalueelta saadaan huhtikuun inflaatioluvut (to) | Tänään julkaistaan USA:n yksityisen kulutuksen hinnat