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Monday, April 15

15th Apr - Quiet #4069




EUROPE
How much room for a euro fiscal stimulus? – ABN AMRO
Eurozone has ‘fiscal space’ of up to 1.7% GDP

Germany’s Postwar Prosperity Is on the Verge of Reversal – BB
And no one—including the nation’s formidable banking and auto industries—is ready for it.

What a Deutsche Bank Merger Could Mean for Germany – BB
A deal with Commerzbank could be a solution, but it could also make things a lot messier.

Can Annegret Kramp-Karrenbauer Save Europe? – BB
She’s likely to be Germany’s next chancellor. She just has to step out of Angela Merkel’s shadow.


OTHER
Perspectives April/May: The Year of the Doves – Pictet
With all major central banks now having turned dovish, we can expect the continuation of ultra-low global interest rates in 2019. This is a relief for markets, which have already rallied in response. The greater concern is whether global growth can make a comeback.

El-Erian: What the Data Say About China and the Global Economy – BB
Short-term improvements don’t warrant long-term optimism.


REGULARS
Five Things to Start Your Day Asia – BB

Eco Day Asia – BB
Global Soft Landing, Trump Attacks Fed, Goldman on 2020 * Draghi, in rare move, expresses concern about Fed independence * Argentina’s famous vineyards are riding out the economic gloom

Five Things to Start Your Day Europe – BB

EU Open Rundown – RANsquawk

FirstFT Daily Briefing – FT

Brussels Edition – BB

Brussels Playbook – Politico
Out in Finland — Big in Austria — Splashy in France

Danske Daily – Danske Bank
Risk-on sentiment is back in the markets

Eco Day Europe – BB
Global Soft Landing, Trump Bashes Fed, Argentina's Wine * Policy makers mix concern with optimism over economic outlook * Draghi, in rare move, expresses concern about Fed independence

Daily Market Comment – Marc Chandler

Five Things to Start Your Day US – BB

US Open Rundown – RANsquawk

US Open – ZH
Global Stocks Hit 6 Month High On, Drumroll, Renewed "Trade Talk Optimism"

Eco Day US – BB
IMF Sentiment, Fed Rethink, Poloz Abandons BOC Bias * Policy makers mix concern with optimism over economic outlook * Federal Reserve considers success of its employment mandate


FINNISH
Aamukatsaus – Nordea
SDP nousi eduskuntavaaleissa niukasti suurimmaksi puolueeksi, oppositiopuolueille vaalivoittoja | Sijoittajat seuraavat mielenkiinnolla Kiinan alkuvuoden BKT-lukuja keskiviikkona | Päättyykö euroalueen teollisuuden ostopäällikköindeksin lasku?