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Thursday, April 20

20th Apr - Stocks bounce



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EUROPE
Editorial: Please Be Careful, France – BB


UNITED STATES
Goldman Warns 1-In-3 Chance Of Government Shutdown In May –
ZH
Trump Mulls U.S. Military Options for North Korea, All Grim – BB


OTHER
El-Erian: Reconciling the IMF's 3 Growth Messages – BB


REGULARS
FirstFTFT
EU freezes UK out of contracts, oil slide slows, Nigerian oil

WSJ CityWSJ
Election Changes UK Rate Rise Calculations, ECB Officials Warn Against Cutting Stimulus

Danske Daily Danske Bank

Eye-Opener Nordea
Yields higher; oil tumbles * New financial forecasts * Yields higher on lacklustre auction and hawkish comments from Hansson * USD gains while the GBP pauses after parliamentary vote

Morning MarketsTF
The FTSE100 has been making hay from sterling's post-Brexit weakness that we'd almost forgotten what the downside looks like. But since Theresa May's call Tuesday for a snap election all its 2017 gains have been wiped out and there could be more downside Thursday.

From the Floor TF
Oil bulls were counting the cost after an unexpected build in gasoline inventories spooked markets and helped encourage flight already underpinned by the gradual reduction in the risk premium. The French election race meanwhile is heating up, sending the French/German 10-year spread to a near five-year close high.

Daily Market CommentMarc Chandler
Dollar and Yen Push Lower

Brussels PlaybookPolitico

Five Things You Need to Know to Start Your Day BB

10 things you need to know before the opening bellBI

US OpenZH
Europe And S&P Futures Higher, Dollar Drops As OPEC Talks Oil Up

FrontrunningZH

FX UpdateTF
We’re all waiting impatiently for the French election result this weekend where the higher odds surprise might be Le Pen not making it to the second round. Meanwhile the impressive sterling rally has maintained well and the USD is dipping to critical levels.


FINNISH
AamukatsausNordea
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