EUROPE
Despite
the recent rise in protectionist sentiment, Eurozone growth is showing some
real momentum. Capacity constraints are close to being reached and if the
strong demand for new orders is to be filled, investment will be a necessity.
We expect Eurozone investment to pick-up both at home - and also abroad in the
form of foreign direct investment
In-depth coverage of Viktor Orbán’s unexpectedly tough
battle for another term.
Finland’s
Erkki Liikanen is deemed a fit successor to Mario Draghi
Earlier this year, financial markets were pricing in a
70-80% chance of a 10bp rate hike by December 2018. Having scaled back these
expectations sharply, investors now expect the first rate hike in July 2019,
Explore our new slide pack for our latest thoughts on
Brexit negotiations, the UK economic outlook and the pound with one year to go
Yanis Varoufakis: No Brexit for a Eurozone Britain? – Project Syndicate
Yanis Varoufakis: No Brexit for a Eurozone Britain? – Project Syndicate
As
British Prime Minister Theresa May is finding out, disentangling a member state
from the EU is an arduous and complex undertaking. But how much harder would
Brexit have been had the United Kingdom adopted the euro back in 2000?
This
time it is a limited protest against a double reform of public services. At the
same time, consumer optimism remains low despite the recovery in the jobs
market. This casts doubts on the expected private consumption rebound
Macron faces his biggest reform test – Open Europe
As a month of strikes
begin in France over the government's plans to reform the railway sector, Open
Europe's Aarti Shankar looks at what this mean for Emmanuel Macron's domestic
and European agenda.
Emmanuel Macron Talks to WIRED About France's AI
Strategy – Wired
One in three French students ready to confront
police: study – Politico
French radicalization
survey finds ‘cultural cleavage between young Muslims and non-Muslims.’
MARKETS / OTHER
Nomura: If S&P Hits
2535, CTAs Go "Max Short", Sell $100 Billion – ZH
How Panic Buying Turned
To Panic Selling – ZH
Recent US data has been very strong versus the rest of the world, USD
liquidity is shrinking and FI investors have increasingly chosen to buy US
Treasuries FX-unhedged. Will the USD eventually catch up to this list of
potential USD-positives?
What was once the sun is now just another outlying moon.
Cook, Benioff among CEOs that have blasted the social network * Industry
sometimes bands together under government pressure
REGULARS
Wall Street correction, Winnie Madikizela-Mandela, Trump-Putin
Tech Plunges Again, Fox Says Disney Could Buy Sky News, U.K. Plc
Confident
Markets Rattled | U.S. Factories Humming | Trade’s Winners and Losers
Markets in Search of Footing
Boozy politics — Heavy April — New friends in old places
Liquidation Panic Fades, Futures Rebound As Tech, Trade Turmoil Eases
Frontrunning
– ZH
FINNISH
Kauppasota
huolettaa * Kiina asetti vastatulleja yhdysvaltalaisille tuotteille * Tänään
julkaistaan Ruotsin ostopäällikköindeksi * USA:n pörssit olivat laskussa