EUROPE
Marcel Fratzscher explores the dark side of the
German economy – FT
Europe chart of the week – monetary policy – Pictet
ECB ‘higher potential’ rhetoric comes with some difficulties.
China says it plans
tariffs up to 25% on imports of U.S. goods * EU, others, exempted from metals
tariffs to May 1
Wall Street Journal Admits "China Started
The Trade War, Not Trump" – ZH
Global Trade Watch –
Taking stock of the US import tariff threat – ABN
AMRO
The imposition of tariffs remains by no means certain * The threat of
tariffs looks much more like a negotiating tactic * The US administration is
likely not as protectionist as it appears.
MARKETS / OTHER
For Stock Bulls, It's
Earnings Perfection or Bust – BB
If companies fail to match the lofty expectations, get ready for another
bout of rising volatility.
George Magnus: The next
recession is a question of when, not if – Prospect
The downturn could come in 2020, with implications for both the US
presidential election and Brexit process
Money Markets Are Messed Up, With Real Consequences – WSJ
Banks are paying more to borrow money now than during the 2012 euro
crisis, a sign of trouble ahead
"Baked In The
Cake" - Why LIBOR's Blowout Has Already Done Its Damage – ZH
BofA: Risk That Global
Growth Slows A Lot More Than Consensus Believes – ZH
REGULARS
FirstFT Daily Briefing – FT
Trade war tumbles, NY v London, post-Christian Europe
WSJ City – WSJ
Stocks Slide as China Fires Back at U.S., EU Backs U.K. Over Poisoning
WSJ Economics – WSJ
Trump Tariffs Takes Aim at China | China Fires Back | Senate Passes a
Budget
“Best of the web” daily
charts – Lukas
Daalder
Danske Daily – Danske
Bank
Brussels Playbook – Politico
Summit highs and lows — Which road to Rome? — Art of the deal (or no
deal)
Five Things You Need to
Know to Start Your Day – BB
US Open – ZH
Global Stocks "Clobbered" As Trade War Breaks Out Amid Fears Of
Political Instability
Frontrunning – ZH
FINNISH
Osakeindeksit laskussa USA:ssa ja Aasiassa | Odotamme Venäjän keskuspankin
laskevan korkoa tänään | Euroalueen ostopäällikköindeksit jatkoivat laskuaan