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EUROPE
Why
rejoining the EU is so problematic – Simon
Wren-Lewis
Early
ECB hike expectations…fun while they lasted – ABN
AMRO
UNITED STATES
US Jobs Preview: Weather conditions to impact jobs report for March – Danske Bank
US Jobs Preview: Weather conditions to impact jobs report for March – Danske Bank
OTHER
JPMorgan:
Market Supported By The Trump And Fed Puts: Buy The Dip – ZH
Separating
the Trump- and Reflation trades – WSJ
SocGen:
Suddenly, The Market Is Gripped In Political And Economic Nervousness – ZH
More
covered interest parity – John
Cochrane
China
leading indicators - more signs of a peak in Q1 – Danske
Bank
REGULARS
Morning Report APAC
– TF
The slide in US equities in the wake
of disappointing auto sales data is weighing on Asian markets today. Stocks
have lost ground in Seoul Tokyo and Sydney. The higher yen is weighing on
Japanese equities.
FirstFT – FT
WSJ City – WSJ
Dollar Distortion Eases, the ECB’s
Odd Policy Mix, May’s Brexit Trilemma
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Lower bond yields and equities,
stronger yen * More FX intervention from the Danish central bank? * USD lower
ahead of the FOMC minutes * JPY firms on worse risk appetite
Morning Markets
– TF
The release of unexpectedly soft
March auto sales data weighed on sentiment in the US with equities falling and
10-year Treasury yields plunging to their lowest levels in five weeks ahead of
a data-heavy week.
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
Futures Slide As Weak Start To Q2
Continues Amid Global Growth, Political Jitters
Frontrunning
– ZH
FX Update –
TF
The strongest currency into Q2 has
been the Japanese yen as fears surrounding the fading reflation trade have seen
new multi-week lows in US yields. Elsewhere the USD is firm.
FINNISH
Aamukatsaus – Nordea
Suomen pitkäaikaistyöttömyys kääntynyt laskuun | USA:sta
edelleen vahvoja lukuja | Euroalueen työttömyys laskussa |
EU:n, IMF:n ja
OECD:n talouspoliittiset suositukset Suomelle samansuuntaisia – Verkkouutiset