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EUROPE
ECB Preview: ECB on autopilot – Danske
Bank
FRENCH ELECTIONS
A Delighted Wall Street Reacts To The
French Election – ZH
El-Erian: What Markets Should
Conclude From France's Election – BB
French election relief sends Europe
soaring – Reuters
Risk Back On as French Vote Ripples
Across Markets: Markets Wrap – BB
Charts Show Traders Writing Down
Chances of a Le Pen Presidency – BB
After the Election, What next for
Economic Policy in Europe? – Robert
Kahn
Macron and Le Pen: Finalists in a
historic French election – Open
Europe
Macron victory still raises questions
for markets – Pictet
UNITED STATES
Congress returns as Trump pressures Democrats ahead of funding deadline – Reuters
Congress returns as Trump pressures Democrats ahead of funding deadline – Reuters
Trump’s Wall Demands May
Decide Whether 100th Day Is a Shutdown – BB
OTHER
Macro
Monday: Macron leads race to Élysée Palace – TF
REGULARS
Morning Report APAC – TF
There is an optimistic mood in most markets today after tensions eased in
France after a centrist took the lead in the first round of voting. Gold has
lost ground as a result. Stocks have soared in Tokyo but retreated in Shanghai.
FirstFT – FT
Euro surges as polls show Macron likely to beat Le Pen in run-off
WSJ City – WSJ
French Runoff Heralds New Political Era, Euro Hits Five-Month High
Danske Daily – Danske Bank
Eye-Opener – Nordea
Risk-on after French election * Busy week ahead * EUR/USD at five months
high after French election * EUR/SEK at a fresh yearly high on Friday
Morning Markets – TF
Emmanuel Macron was the favourite going into the first round of the
French presidential election and his emergence as victor ahead of the Front
National's Marine Le Pen will have him as the red-hot favourite in the run off
on May 7. Euro is feeling the glow.
From the Floor – TF
A first-round victory in Sunday's French presidential election for the
centrist candidate Emmanuel Macron has ignited a sharp and broad relief rally
across financial markets, with equity prices jumping and safe-haven gold and
bonds sold off. Macron is tipped to handily defeat the far-right,
anti-establishment contestant Marine Le Pen in the second-round ballot on May
7, but worries remain about the June parliamentary election.
Daily Market Comment – Marc Chandler
Dramatic Response to French Election
Brussels Playbook – Politico
Five Things You Need to
Know to Start Your Day – BB
10 things you need to
know before the opening bell – BI
US Open – ZH
Euphoria Returns: European Stocks Soar, Dax Hits Record; S&P Futs
Surge In "French Relief Rally"
Frontrunning – ZH
FX Update – TF
The French election saw a sizable and global relief rally in all risky
assets and the euro as the polls this time around in this era of Brexit and
Trump shockers were spot on.|
Still the euro rally hasn’t yet overwhelmed possibly as longer term
concerns also weigh.
FINNISH
Aamukatsaus – Nordea
Euroalueen markkinoilla odotettavissa helpotusta Ranskan
presidentinvaalien ensimmäisen kierroksen tuloksen selvittyä | USA:ssa on
odotettavissa lisää poliittista epävarmuutta tällä viikolla | EKP pitää
rahapoliittisen kokouksensa torstaina