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Saturday, April 27

26th Apr - Strong US GDP weak under the hood #4075

France: Macron’s speech keeps debate openING
In an unusually long address, French President Emmanuel Macron outlined his plans for the coming years- although financing remains unclear. The speech was wide-ranging enough to keep the "Great Debate" open, which could help his party’s EU election campaign

  Q1 GDP
U.S. Economy Grew at 3.2% Rate in First Quarter
Higher exports, inventory investment helped offset slower rate of spending by consumers, businesses

Decent US growth suggests Fed rate cut unlikelyING
Markets are pricing in at least one rate cut over the next year, but with the economy continuing to perform solidly, we think it is much more likely that the Federal Reserve keeps rates on hold for the foreseeable future

US economy surges with 3.2% first-quarter growthFT
Soft inflation figure prompts negative market reaction despite strong headline number

U.S. economy expands 3.2 percent in first quarter; growth details weakReuters
Growth accelerated in the first quarter, but the burst in growth was driven by a smaller trade deficit and the largest accumulation of unsold merchandise since 2015, temporary boosters that are seen weighing on the economy later this year.

US Economy Has Blowout First QuarterWolf Richter

Counting the cost of a low carbon economy ING
Wind and solar power will need a $13 trillion investment over 30 years to reach emissions targets, as demand for power doubles 

Europe Blew Up Financial Research -- Hedge Funds and U.S. Firms WonBB
Recent European rules concerning payment for research, known as MiFID II, may have benefited hedge funds and U.S.-based asset managers more than the European clients they were written to help, according to an analysis by Evercore ISI.

Five Things to Start Your Day AsiaBB

Five Things to Start Your Day EuropeBB

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels EditionBB

Brussels PlaybookPolitico
Letter from Athens — Election poetry — EU’s new ally in the east

Danske DailyDanske Bank
Macron's reform weighs on EUR bond markets and effective Fed Funds fixes high for a fourth consecutive day

Eco Day EuropeBB
Japan Output Drops, World Trade Funk, Belt & Road 2.0 * Gen Z in recession regions challenges brands on thrift * World’s most successful economy riven with political discontent

Daily Market CommentMarc Chandler
Greenback Consolidates Ahead of Q1 GDP

Five Things to Start Your Day USBB

US Open RundownRANsquawk

US Futures Drift Lower As China Suffers Worst Week Of 2019

Eco Day USBB
U.S. Growth, Trade Funk Drags on, Rise of Generation Z * Economists expect growth reached 2.3% in the first quarter * Global trade volumes drop as tensions continue to reverberate

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