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Thursday, April 5

5th Apr - A rally

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Five Star Movement’s stance towards the EUOpen Europe

Editorial: Macron's Battle to Put France Back on TrackBB
Rail strikes were a predictable response to labor reforms. The president should stand his ground.

BofA: Markets Will Soon Begin To Panic About Debt Sustainability – ZH

Citi’s Matt King: Real Reason Behind The Libor-OIS Blow Out

Two scenarios for the US-China trade conflict
Danske Bank
(1) negotiations and a ‘grand bargain’ and (2) Donald Trump strikes back again and we enter a trade war * Scenario 1 is the most likely in our view, which should eventually lead to relief in financial markets

Will Trump outsmart us all?ING
As threats of a trade war heat up, is President Trump actually playing a very canny game?

Leverage Will Determine if China or the U.S. Come Out on Top in Trade ConflictWSJ
China’s exports to US. 4% of GDP, US’s exports to China 0.7% of GDP. This makes Chinese growth more at risk in a trade war. It also means that if both countries carry through on their threats to apply tariffs to $50 billion of the other’s exports, the U.S. has way more targets left to hit afterward than China.

FirstFT Daily Briefing FT
Zuckerberg speaks, Lucy’s Framehouse, the Maltese connection

Tariff Showdown Shifts to Negotiations, Facebook’s Zuckerberg Admits ‘Huge Mistake’

“Best of the web” daily chartsLukas Daalder

Danske DailyDanske Bank

Daily Market Comment Marc Chandler
Investors Find Comfort in Brinkmanship Blinks

Brussels PlaybookPolitico
(More) Brexit disunity — Why Selmayr edited his Wikipedia entry

Five Things You Need to Know to Start Your DayBB

US Open ZH
S&P Futures Rise, Global Stocks Rebound As Trade War Fears Ease

Aamukatsaus Nordea
Odotamme Norjan asuntojen hintojen nousseen edelliskuusta | Euroalueen inflaatioluvut olivat heikkoja | Kauppasodan uhka liikuttaa markkinoita

Aamukatsaus Danske Bank