Google Analytics

Monday, April 8

8th Apr - Quiet #4064


 
EUROPE
Big Read: The Russian shadow over banking’s Nordic noirFT
Swedish and Danish banks are embroiled in a massive money laundering scandal in the Baltic states

Salvini begins EU poll campaign with populist alliance FT
League leader seeks to forge anti-migration coalition across Europe

Considering intra-EU migration and countries’ net inflows
Bruegel
The authors here review the latest EU migration figures. Southern, eastern, and central Europe have broadly experienced net losses in cumulative intra-EU migration, while western and northern Europe have experienced gains. Spain and Italy, however, have still experienced gains in net migration inflows.

  EUROPEAN CENTRAL BANK
Pity for Draghi Mounts in Despair at Europe's Growth Inertia BB
Central banks have been ‘overburdened,’ Frenkel says * Roubini warns that Europe is ‘on the verge of a recession’

ECB Watch: Easing discussionNordea
The ECB April meeting will continue to analyse the future economic outlook and what that implies for the details of future policy actions. While no concrete decisions will be announced, the discussion is expected to be active.

Marcus Ashworth: A Weak Euro Does What a Fractured ECB Can’tBB
Frankfurt needs time, and the falling currency has given it to them.

Getting ready for tieringPictet
Although back in 2016 the ECB ruled out tiering of bank reserves to mitigate the side effects of negative rates, the situation has since changed, and it could be implemented eventually if policy rates were to remain negative into 2020.


REGULARS
Five Things to Start Your Day Asia BB

Eco Day AsiaBB
Trump's Rate Debate, Asia Resilience, China FX Reserves * Kudlow says U.S. and China ‘closer and closer’ to trade deal * Slower inflation not enough to prompt early Philippine easing

Five Things to Start Your Day Europe BB

EU Open RundownRANsquawk

FirstFT Daily BriefingFT

Brussels BriefingFT

Brussels EditionBB

Brussels Playbook Politico
Brexit crash week — Europe or dystopian hellscape? — EU blame games

Danske DailyDanske Bank

Eco Day EuropeBB
Europe's Funk, Southeast Asia Resilience, Libya's Oil * Dour European economic data aren’t quite what Japan was * China FX reserves gain moderately, U.S.-China talks lumber on

Daily Market Comment Marc Chandler
Brexit, EU-China, and the Abandonment of the Open Door

Five Things to Start Your Day USBB

US Open RundownRANsquawk

US Open ZH
Futures Slide, Dragged By Boeing, Lack Of "US-China Deal Optimism"

Eco Day USBB
Mixed Economic Signs, Trump and the Fed, Europe’s Funk * Global finance chiefs face conflicting messages at IMF summit * Fed may bow to Trump’s call for rate cuts if inflation softens


FINNISH
AamukatsausNordeaa
Tulevalla viikolla EKP on kokousvuorossa ja Fedin kokouksen pöytäkirja julkaistaan | Brexit-sotku jatkuu jälleen tällä viikolla | USA:n työmarkkinaraportti oli odotetun vahva